The transition from a system administrator to a consultant has brought me a small learning curve, but I have learned a lot in recent years. With so many people looking to jump, or have recently made the leap from customer to partner, I wanted to share some of my thoughts and some tips that helped me.
This list is by no means exhaustive, but I think it will give you the opinion of a consultant!
Be sure (even when you are not)
Customers should know that you can take care of them and that they can provide the promised service. Sometimes customers may be afraid of the Salesforce implementation process. They have spent a lot of money on the product, they may be driving some organizational changes with Salesforce, and the stakes are high.
For the sake of the customer, the communication of trust is a vital part of the consultant. You are a trusted advisor and must be able to help the client feel encouraged, confident and confident. You do this by trusting yourself.
My knowledge of Salesforce and the ability to provide a solution that I found worthy of being an area I was not sure about for a long time is my knowledge of Salesforce. I was afraid the client was not happy with the answer or questioned my recommendations. But I had to remember and I soon realized that the client had hired me because I needed an expert. I am this expert. Once I realized that I was beginning to touch things and communicate my solutions with confidence.
When you are sure of yourself and your solutions, the customer will be convinced that you have chosen the right partner to help you and will want to continue working with you or your business for the long term.
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