My experience and advice for being a Salesforce Consultant.
Publish Date: February 27th 2019
Working as a Salesforce consultant at Sapienti7 has provided me with the opportunity to work with seasoned and highly knowledgeable fellow salesforce consultants, developers and architects. Having transitioned from a Salesforce Admin, Salesforce SME to a Salesforce Consultant at current has proved to be a learning curve for me however these individuals have made this transition to a consultant much easier.
In this blog post I will be discussing some of the key advice I would give to anyone who is transitioning into the role of a consultant for the first time. This is what I personally feel I wish I had known at the start of my consultancy role:
Understand the Consulting services sector:
One of the biggest differences I noticed when started working at Sapienti7 was how different the business operates and functioned compared to my previous companies. Working in a consultancy firm is a major shock if you have not done prior research on what the day to day life of a consultant looks like. The biggest changes I noticed was how work was allocated, you may be on bench (period of time when you are not on a project) for a week or even months. This is unlike any role in my previous companies where there was always work to complete. Whilst on bench you are expected to upskill yourself, though trailhead or certifications for example, which is a major advantage. The other major change is the dynamic nature of the business, project to project you will be working for clients in different sectors and gaining experience with different business models which is highly attractive from a professional experience point of view. Just make sure to consider these factors before moving into the consultancy industry.
Own your mistakes and wins:
It is very difficult to admit that you are wrong, especially when you are trying to impress managers for that next pay bonus. For some people, being able to admit you have made a mistake is a relatively unharmful event, and it should be! But in the line of consultancy I have learnt it is very important to be upfront about any mistakes or blockers that are being caused. In a consultancy project, a large part of success in delivering a client project is based on working as a team and sharing the responsibility of a mistake. No one will judge you based on your mistake or blocker, it is better to raise the concern earlier on to avoid overall project delay and often will be seen as honest and highly integral.
In the same sense, you should take ownership of any good work you accomplish whilst working on a client project. In the consultancy sector there is a much greater emphasis on personal achievements and competition. I personally feel this as in consultancies the interaction between a client and the company is handled by consultants, as such to increase your employability ensure you document all feedback from clients.
Use of AppExchange:
Salesforce.com is not cheap but it is a fantastic product which will ensure you make more money out of it than another cheap cloud-based CRMs out there. A good consultant will ensure that you don't spend millions of dollars building an App which takes months if not years and instead use AppExchange which enable your app up and running in days. With over 3000+ apps, by any costing method, it will still be cheaper in most of the scenarios than building a new app. There is no point in re-inventing the wheel if it is already built right!
Knowledge and Experience:
Most of the salesforce.com consultants have a CRM background with around 10 years of experience and probably around 5 years of core salesforce.com experience. A good consultant should be able to understand your current business process and recommend the best practice in industry than spend his time in replicating your existing application in to salesforce.com.
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