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Expert Tips For Choosing The Right Salesforce Marketing Cloud Consultant

salesforce marketing cloud consultant

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Expert Tips For Choosing The Right Salesforce Marketing Cloud Consultant

Salesforce Marketing Cloud is a much more complex product than Salesforce itself, so it’s not surprising that many companies struggle with getting the most out of it. Whatever your level of experience with marketing automation and lead generation applications, there are lots of things that can go wrong if you choose the wrong consultant.

In this article we’ll tell you what to look out for when hiring a experienced Salesforce marketing cloud consultant, so that you can avoid some common pitfalls and get the most value from your investment in this powerful toolset.

Assess Experience and Certifications

You’ll want to ask the consultant how many years they have been working with Salesforce Marketing Cloud. A good rule of thumb is that the more experience they have, the better.

You should also check if your potential partner has any certifications related to Salesforce Marketing Cloud. If they do data analytics consulting, make sure that they’re current on those certifications and don’t expire in the next 6 months.

experienced salesforce consulting companies

Evaluate References and Client Success Stories

When evaluating a Salesforce marketing cloud consultant, it’s important to consider the references they can provide and the success stories they have achieved with their clients. You should also ask for examples of how they helped clients with similar challenges as yours, as well as ask for references from people you know.

This information will help you determine if the consultant is right for your organisation, especially if they have experience solving similar problems in other companies like yours.

If the consultant cannot provide these details or doesn’t seem interested in providing them when asked directly by potential clients (who are probably more demanding than most), then this could be a red flag indicating that this person may not be worth hiring at all!

Consider Industry Knowledge

When it comes to Salesforce Marketing Cloud, there are many aspects of the platform that can be customised based on your needs. In order for a consultant to provide you with the best possible solution, they need to have an understanding of your industry and how it works.

The first step in finding the right salesforce marketing cloud consultant is assessing their knowledge of your industry.

You can do this by asking questions during meetings or even having them complete mock projects for you. The more experience a consultant has working with companies similar to yours, the better equipped they are at providing solutions tailored specifically for your organisation’s unique workflow processes and data needs.

Analyse Cost and Value

While cost is important, it shouldn’t be the only factor you consider when choosing a Salesforce Marketing Cloud consultant. You should also consider the value of their data analytics consulting services and whether they will be worth your money.

If you don’t know what to look for, ask for a proposal that details exactly what they are going to do and how much it will cost you.


We hope this guide has helped you understand the key considerations when choosing a Salesforce Marketing Cloud consultant. Remember, you should always trust your gut! If you don’t feel comfortable with someone’s credentials or pricing structure, then move on to the next candidate.

The right Salesforce Marketing Cloud expert will be able to help your organisation grow and succeed in today’s competitive landscape–and they’ll probably make it easier along the way too!

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