Salesforce Partner Selection Success Services

Use free resources from Watt Hamlett Consulting to manage your own consultant partner search.

Cost: Free

Get a customized comparison of Salesforce consulting businesses that are a potential fit for your organization's Salesforce needs, based on WHC’s proprietary data set of over 400 businesses, along with a private consultation with Watt to review and discuss. 

Cost: $599

Work with Watt as your advisor to help guide, direct, and inform your partner selection process, to ensure you have the clarity and confidence you need to set your project up for success. Also includes Salesforce contracting guidance. 

Cost: $6,000 per month

Watt will run your partner selection process from start to finish. Includes all of the above. 

Cost: Starts at $21,000

Use free resources from Watt Hamlett Consulting  to manage your own consulting partner search.

Anyone involved in selecting a Salesforce partner at or on behalf of a nonprofit organization or education institution.

There are three primary resources:

• Watt's List: the only online directory 100% focused on consulting firms and independent consultants that provide Salesforce-related services to nonprofits, with over 150 listings. If you are new to Watt's List, start here for instructions on how to optimize your search.
• Nonprofit Guide to Choosing a Salesforce Consulting Partner: A 10-part article series from Watt Hamlett Consulting that guides you through the process start-to-finish.
• Additional Salesforce Partner Selection resources: A growing collection of articles, research pieces, and videos from WHC on the partner landscape and how to navigate it.

Click the links above and you are on your way! If you find you have questions or need additional help, consider one of the other options below.

Work with Watt as your advisor to help guide, direct, and inform your partner selection process, to ensure you have the clarity and confidence you need to set your project up for success. Also includes Salesforce contracting guidance. We can start wherever you are in the process. 

Nonprofit organizations who are seeking a consulting partner to implement, enhance, or expand upon Salesforce, when one or more of the following is true:

• The organization does not believe it has sufficient internal knowledge of Salesforce or of Salesforce projects to effectively guide partner conversations, evaluate partner proposals, and validate project plans, license proposals, and statements of work.
• Due to the size of the potential Salesforce investment, the organization wants greater confidence and assurance that it is selecting the partner with the highest probability of creating success.

In this engagement, Watt Hamlett will work with your internal project lead to:

• Conduct partner research as described in the Partner Research Consultation to ensure you have identified the best-fit  partners for your organization’s Salesforce needs
• Review and make recommendations for your partner selection process
• Review and offer feedback on your intended Salesforce plans, as to what types of services, timeline, and budget you are likely to need
• Help shape the agenda of, and participate in, meetings with prospective partners
• Review partner proposals and provide feedback
• Provide a template for side-by-side comparisons of partners and proposals
• Provide a partner scorecard template
• Recommend interview questions for partner interviews and reference checks, and participate in calls
• Review and make recommendations on final statements of work
• Help you navigate conversations with Salesforce, and Salesforce proposals and contracts
• Meet with your internal team throughout to discuss, troubleshoot, strategize, and make decisions
• Generally advise your team to ensure successful outcomes of your partner selection process

In this engagement, you are in the driver’s seat and we are your co-pilot. If you would like us to lead the process instead, please see Partner Selection: Complete Project below.

• The minimum engagement is one month, and the typical engagement is 1-3 months.
• How quickly we get through the process is based on the timeline of the process we agree on, how much time your team can devote to the process, and how responsive your prospective partners are. 

1. An internal Project Lead who will be the point-person for the selection project and is responsible for driving to a decision. There is often an internal selection team that this person leads. 
2. An Executive Sponsor, with whom we will meet periodically during the course of the selection and who is accountable for outcomes.
3. Allowing WHC to be actively involved. Including us in all relevant communications and meetings and providing access to the partners and internal stakeholders so that we are in the best position to guide and advise.

$6,000 per month, minimum one month commitment.

1. Contact us to schedule a planning call to review your anticipated needs, plans, timeline, and resources for your selection project.
2. We will provide a Statement of Work and a simple Consulting Services Agreement for your e-signature.
3. Once you have signed our Statement of Work, we will send the initial invoice and schedule a kickoff call to begin work.