With over 150,000 customers worldwide, Salesforce is one of the most popular AI-powered cloud platforms today. Thanks to its powerful features, it is a major force in the enterprise-grade software ecosystem, enabling companies to improve customer relationship management and overall operations.

As Salesforce continues to assert its dominance in the market, the demand for Salesforce registered consulting partners has surged over the past few years, a trend that is expected to continue in the upcoming years. So, why do businesses need these registered consulting partners? What is their role?

This article provides valuable insights into the critical role a registered consulting partner plays in implementing, installing, and customising Salesforce solutions.

Let’s first understand what a Salesforce registered consulting partner is.

Who is a Salesforce Registered Consulting Partner?

A Salesforce registered consulting partner is a certified Salesforce administrator who provides strategic guidance and assists companies in implementing and customising Salesforce solutions as per their unique requirements.

The consultant combines their overall technical skills, Salesforce-specific expertise, and general customer relationship management acumen to provide apt and personalized consulting services.

Key Roles and Responsibilities of a Salesforce Registered Consulting Partner

roles of Salesforce registered consulting partner

Now, that we have a fair idea about who a Salesforce registered consulting partner is, let’s dive deeper to understand their role in helping clients in Salesforce implementation, utilisation, and more.

It is worth noting that although Salesforce implementation is user-friendly, it is always a good idea to work with a certified consultant to navigate past different hurdles. This can ensure flawless deployment and maximum ROI. 

1. Client Relationship and Management

A Salesforce consulting partner is a crucial intermediary in the customer-client relationship. In most cases, they are the first point of contact for the client from the customer’s side, where they need to understand their unique requirements and special requests and provide solutions accordingly.

Additionally, they need to provide timely guidance and suggest apt solutions as per the project’s requirements and the Salesforce module’s capabilities and function. 

2. Project Plan Management

A Salesforce registered consulting partner drives the project by laying out the plan as per the client’s requirements and goals. They first need to understand the project’s scope, create a project timeline, and be accountable for the quality and timely completion of different project deliverables.

Salesforce registered consulting partners are also responsible for setting up and scheduling meetings with clients as they are a vital cog in the collaboration and communication of Salesforce projects. 

3. On-time Support and Training

One of the major responsibilities of a Salesforce registered consulting partner is to train and educate their customer’s workforce about the specific Salesforce module they are using.

Additionally, the consultant must inform their customers about updates, new features, and other specifics that come forward during a project’s lifecycle. 

4. Salesforce Configuration and Implementation

Probably one of the most important roles of a Salesforce consulting partner is to configure and implement tailored Salesforce solutions as per their customer’s needs.

The consultant is also in charge of defining the deployment and design scope, ensuring that the implemented Salesforce solution is in tune with the client’s requirements, business operations, and objectives.

How to Become a Salesforce Registered Consulting Partner

become Salesforce registered consulting partner

The average salary of a Salesforce registered partner in India is around 12-13 LPA. The perks and compensation increase as you earn certifications and gain more experience in handling complex Salesforce projects.

So, how does one become a Salesforce registered consulting partner? Here’s how:

  • Research, find, and enrol yourself in a credible Salesforce Consultant certification program
  • Study and stay abreast with the latest market trends
  • Network with other Salesforce consulting partners to understand their journey
  • Get an understanding of different Salesforce modules. That said, picking a niche and sticking to it is a good idea
  • Gain as much hands-on experience as possible

Parting Notes

Becoming a Salesforce registered consulting partner is an excellent career option, especially for those inclined toward leveraging their technical expertise to facilitate project and client management. Additionally, a career as a Salesforce consultant is exciting and packed with new opportunities to grow and learn about the nuances of project delivery and management.

A Salesforce consulting partner is the missing link between customer-client relationships, bridging the gap between the two stakeholders by offering specialised guidance and support.

If you are looking for a credible and trustworthy Salesforce implementation partner, Cloudiate can help you.  We are a registered Salesforce implementation partner, ensuring our clients gain maximum value from their Salesforce module.

Get in touch with us today to know more.