7 top benefits of working with a certified Salesforce partner

Salesforce is one of the most powerful customer relationship management (CRM) platforms available today. The software helps businesses streamline sales, marketing, and customer service operations. 

However, implementing and optimizing Salesforce to meet business-specific needs can be complex and time-consuming. That’s where a certified Salesforce partner comes in.

Working with a certified Salesforce partner ensures that businesses get expert guidance, customized solutions, and ongoing support, ultimately maximizing their return on investment. 

Whether a company is just starting its Salesforce journey or looking to enhance its existing system, partnering with certified professionals can make all the difference.

In the 530th episode of the Outsource Accelerator Podcast, Derek speaks with Wayne Macartney, managing director and president of Bricoleur Technologies. Bricoleur is a certified Salesforce partner that also implements the platform in its offshore staffing capabilities. 

This article lists the benefits of finding a qualified Salesforce partner to take you one step further into digital transformation. 

Role of a certified Salesforce partner

Certified Salesforce partners have completed extensive training and certification. This demonstrates their expertise in Salesforce implementation, customization, and management.

Partners are vetted by Salesforce and must meet strict standards in terms of knowledge, experience, and customer satisfaction.

Salesforce partners provide services such as system integration, workflow automation, custom app development, data migration, and ongoing support. They work closely with businesses to understand their unique needs and tailor Salesforce solutions accordingly. 

With the advent of AI features, Wayne thinks this is an excellent time to partner with a Salesforce expert, especially in the ERP space.

“We’re finding use cases and the crossover between what you can do with software platforms, automation, outsourcing, and now, with the introduction of Agentforce, what you can do with AI as a tool.” 

If your organization requires industry-specific features, complex integrations, or advanced automation, you should seek a certified Salesforce partner. They possess the necessary skills and experience to deliver optimal results.

7 benefits of choosing a Salesforce partner

Finding an expert Salesforce partner can grant you these advantages: 

1. Expert knowledge and best practices

Certified Salesforce partners have extensive training and hands-on experience with the platform. They stay up to date with the latest Salesforce updates, features, and best practices, ensuring businesses benefit from cutting-edge solutions. 

In-house teams may have limited exposure to Salesforce’s evolving capabilities. 

However, partners bring deep industry expertise and proven methodologies to optimize implementation and usage.

Wayne affirms that an expert Salesforce partner can take full advantage of the system for the client’s benefit. 

“Those tools are there already. You can use AI to instruct Salesforce how to build things. If you think about it, programming is a language, it’s a set of instructions. It’s communicating concepts.” 

2. Faster and smoother implementation

Implementing Salesforce can be a complex process involving data migration, system integration, and configuration. A certified Salesforce partner streamlines this process, reducing deployment time and minimizing disruptions. 

Their experience allows them to anticipate challenges and resolve them proactively, ensuring a seamless transition. Businesses can avoid costly errors and focus on core operations while their Salesforce system is efficiently set up.

Wayne finds that many sign up to Salesforce expecting everything to be automated right away, but Bricoleur ensures that this is done strategically. 

“Salesforce has a strong automation platform, but we actually advise [clients] to start reasonably manually until they’ve actually embedded in the process.

When they’ve done it for a while, we look at the next set of efficiencies where we build out automations.” 

3. Customization to meet business needs

Every business has unique processes, goals, and challenges. 

A Salesforce partner customizes the CRM to align with specific business needs, ensuring it enhances productivity rather than requiring employees to adapt to a rigid system. 

Custom dashboards, automated workflows, and personalized reports help businesses get the most value from Salesforce. With a partner’s expertise, companies can ensure their CRM is tailored to drive efficiency and growth.

4. Seamless integration with existing systems

Many businesses rely on multiple software solutions, such as ERP systems, marketing automation platforms, and third-party applications. 

A Salesforce partner ensures seamless integration between Salesforce and existing tools, enabling smooth data flow and eliminating silos. 

Proper integration enhances collaboration across departments and provides a unified view of customer interactions, improving decision-making and operational efficiency.

5. Cost-effective solutions

While some businesses may hesitate to invest in a Salesforce partner, working with experts ultimately leads to cost savings. A poorly implemented Salesforce system can lead to inefficiencies, low adoption rates, and the need for costly reconfigurations. 

A partner helps businesses avoid these pitfalls, ensuring they maximize their investment. 

Additionally, a well-optimized Salesforce setup reduces manual work, leading to long-term operational cost savings.

6. Ongoing support and training

Salesforce is an evolving platform with frequent updates and new features. A certified Salesforce partner provides continuous support, troubleshooting, and training to ensure businesses stay up to date. 

Employees receive guidance on using the system effectively, leading to higher adoption rates and better overall efficiency. 

With ongoing support, businesses can make continuous improvements to their CRM strategy without the burden of managing Salesforce on their own.

According to Wayne, many new users fail to account for the evolving product. 

“Some people won’t evolve it beyond the initial setup. And if their business changes and evolves, Salesforce doesn’t necessarily stay aligned to what they need it to do. 

But that’s where a decent partner comes in.” 

7. Enhanced security and compliance

Data security and regulatory compliance are critical concerns for businesses using CRM platforms. A Salesforce partner ensures that security protocols are properly configured to protect sensitive data. 

They implement best practices for user permissions, encryption, and access controls, reducing the risk of data breaches. Additionally, they help businesses comply with industry regulations, such as GDPR or HIPAA, ensuring that their Salesforce setup meets legal requirements.

Collaborate with a certified Salesforce partner 

Salesforce is the #1 CRM industry provider. Choosing the right Salesforce partner is a strategic decision that can transform the way a business leverages its CRM system. 

Whether a company is implementing Salesforce for the first time, expanding its capabilities, or optimizing existing processes, a certified partner provides invaluable expertise and support.

By collaborating with a Salesforce partner, businesses gain access to industry-leading best practices, customized solutions, and ongoing assistance. 

Instead of navigating the complexities of Salesforce alone, organizations can rely on certified professionals to deliver a well-integrated, high-performing system. This collaboration not only maximizes the benefits of Salesforce but also drives long-term growth and efficiency.

Partnering with a certified Salesforce expert is an investment that pays off in improved productivity, cost savings, and a competitive edge in the market. 

Businesses looking to unlock the full potential of Salesforce should consider working with a trusted partner like Bricoleur Technologies to achieve their CRM goals effectively.