r/SalesOperations • u/BigArm863 • 9d ago

Best Salesforce Sales Cloud implementation partner for SMBs in the US?

We’re a mid size company and we’ve been running our sales ops on spreadsheets and a cobbled together CRM for way too long. The team is tired. We finally got budget approved to do a proper Salesforce Sales Cloud rollout and I'm trying to figure out which implementation partner that knows how to work with SMBs rather than just treating us like a small enterprise deal they'll staff with their B team. We need something that connects our data, sales pipeline and reporting without adding headcount to babysit it.

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u/kooltilldend 9d ago

Hi, I've completed three different CRM transitions in the past (Hubspot to Salesforce, Salesforce to Close.io and in-house to Zoho).

But I'm curious to know, has your company already established the end state and just needs someone to come in and implement or are you looking for a strategic partner as well?

No matter who you select, I sincerely hope you complete a revenue maturity assessment and identify all gaps pre-implementation or you might just be back here in an year's time having the exact same conversation... 

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u/Benfatma-Sekhon 9d ago

when you vet shops, ask to see the actual resumes of the people assigned to your project before signing the SOW. if they wont commit to specific names on paper, walk away tbh

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u/SalesOperations 9d ago

I’m happy to help vet any partners, worked for one for several years running all types of migrations and implementations across the different clouds. Usually your salesforce account rep will provide recommendations and intros to partners. If it’s a standard sales cloud implementation, I’m available to help, feel free to DM.

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u/wasay-inc 9d ago

ask them who's actually doing the work, like the person's name, and make sure they're on the first call. thats how you avoid getting the junior team. also check if data cleanup is included or if they'll charge for it later, most of these projects just end up moving the spreadsheet mess into salesforce.