Avoid Selecting the Wrong Salesforce Partner. In this episode, Scott Billows and Matt Hui discuss how to choose a Salesforce partner.

They explore various ways to find the right partner, including:

• The Salesforce AppExchange, which is a marketplace for finding partners based on criteria like experience and customer satisfaction ratings.

• Independent online research using tools like Google or AI platforms.

• Referrals from a Salesforce account executive.

Matt and Scott also provide advice on evaluating potential partners. Key considerations include:

• Experience: Does the partner have specific experience in the nonprofit's particular field, such as conservation or an arts museum?

• References: Do they have references from previous projects?

• Organizational Fit: Is the partner's size and team makeup a good match for the nonprofit's size and needs?

• Pricing: Understanding the partner's pricing structure is a significant factor.

• Team Composition: It's important to meet the specific people who will be working on the project, as their soft skills and ability to "gel" with the nonprofit's team are crucial for success.

• Trust and Relationship: A long-term partnership requires a foundation of trust, as projects may not always proceed in a linear fashion.

• Certifications: Salesforce certifications are considered a baseline for a partner's credibility and competency.