What makes a good Salesforce Consultant?

To understand the Salesforce Consultant role we first need to look back into the origins of Salesforce as a platform and how it has evolved to shape the responsibilities of these most vital resources on the front line of all good implementations.

March, 1999 saw the concept of the Salesforce platform brought to reality. In a modest apartment, Marc Benioff, Parker Harris, Frank Dominguez and Dave Moellenhoff applied a SaaS model to a staid industry. Principally focused on Sales solutions it gradually spread to other intrinsically related business competencies such as Service, Marketing and Commerce. With an emphasis on “No Software”, the first truly born-in-the-cloud, low-code platform meant a vanilla Salesforce implementation didn’t require technical development resources. Consultants at that time, typically aligned to either functional or technical competencies, needed to branch out in order to provide effective delivery. Consultants not only needed to understand the client’s business, but also to specialise in each of the Salesforce Clouds to be able to marry requirements to the technology and find the right solution.

A Salesforce Consultant gathers their skills from years of experience in one or more verticals. In parallel with their subject specialisations, Consultants have a broad repertoire of delivery and management skills that are designed to support clients from their initial decision-making processes to specialist knowledge areas and finally to delivery assurance that both remit and approach are met to the highest standards.

So, let’s look at the functions that a Consultant performs across the (high level) 4D model (Discover, Design, Develop & Deploy) project phases and then we can ascertain the skills utilised:-

It is clear that the role of a Salesforce Consultant is far more rounded, evolved and inspiring than perhaps that of a Consultant within another field or technology. The scope, scale and application of the role provides an incredibly rewarding profession that garners respect from clients and colleagues alike. And with the constant expansion of the platform, Salesforce Consultants have never had it so good (if they are allowed the time and space to keep up!). Client-side Salesforce resources generally don’t see level and variation of implementations across industries as a Consultant working with a partner.

In my personal experience, I can sincerely state never to have seen any two projects start, flourish or conclude in the same way. Could those in accounting, IT or other staples of business verticals so confidently proclaim this? And yes, it can be nomadic at times, moving between clients following the classic ‘land and expand’ model where deliveries are rarely big-bang. But the breadth of the role and skill-sets that are both learned and applied, affords those who rise to the challenge, insight and exposure to many of the world’s largest organisations and the chance to make a tangible difference.

Salesforce presides over more than 23% of a CRM market worth many billions of GBP. With this almost limitless reach, it’s the Salesforce Consultant’s role to continually forge and evolve the most innovative and incredible practices that foster ways to bring continual success to their clients.

I hope this blog has been useful for anyone still wavering over the value of adding a Salesforce Consultant to their team. And if all of this piques your interest to find out even more about Salesforce or indeed how Salesforce Partners like VRP Consulting deliver solutions then simply reach out to us and see for yourselves how we can broaden your horizons through intelligent use of technology solutions.

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About the Author

Andy Webster

Salesforce Consultant, VRP Consulting

At the time of writing, Andy Webster was a Salesforce Consultant working with VRP Consulting in the UK. During his time at VRP, he held the positions of Global Managed Services Director and UKI Lead Consultant.