What Should You Ask a Salesforce Partner Before Hiring? (And Why Codleo Stands Out)

But with hundreds of firms claiming to be “certified experts,” how do you separate the talkers from the true enablers? 

Let’s walk through the most important questions you should ask before signing the dotted line — and why Codleo continues to earn trust globally. 

What Should I Ask a Salesforce Partner Before Hiring? 

1. Do They Have Salesforce Certifications and Relevant Experience? 

Salesforce is constantly evolving — and so are its partners. Look for firms that hold multiple Salesforce certifications across clouds and roles, such as: 

Codleo proudly checks this box — with a cross-functional team of certified experts who’ve led hundreds of successful Salesforce Consulting implementations across industries like healthcare, education, non-profit, and manufacturing. 

2. What’s Their Implementation Methodology? 

A solid partner should be able to clearly outline their approach, from discovery to deployment. The best follow a structured path: 

Codleo uses a proprietary 4-phase delivery methodology to ensure zero blind spots — and continuous alignment with your business goals. Explore our Salesforce Implementation services for more. 

3. What Post-Launch Support Is Offered? 

Your journey doesn’t end at go-live — it begins. Ask about: 

Codleo provides dedicated post-launch support, detailed documentation, and a customer success team that listens and acts. 

How Do I Identify a Bad Salesforce Partner? 

Not every partner is worth the partnership. Here’s a simple 3-question test to avoid costly mistakes: 

1. Do They Align with Your Culture and Values? 

Misalignment in company values often leads to breakdowns in communication and accountability. Codleo invests in understanding your business DNA, ensuring cultural synergy from Day 1. 

2. Is Their Communication Clear and Transparent? 

Beware of partners who disappear between emails or bury you in technical jargon. Codleo sets itself apart with weekly standups, real-time dashboards, and transparent timelines. 

3. Do They Lead with a People-First, Problem-Solving Approach? 

A great partner listens first, then builds. Codleo’s consultants are trained to lead with empathy, ask the right questions, and deliver solutions — not just software. 

What Are the Best Questions to Vet Salesforce Consulting Partners? 

Here’s a smart shortlist to ask in your evaluation process: 

Why Codleo Is the Right Salesforce Partner for You 

Codleo isn’t just another Salesforce consulting firm — it’s a strategic partner with soul. Here’s why global brands, mid-size firms, and non-profits trust us: 

Explore how Codleo’s Salesforce Consulting Partner capabilities make a difference. 

Final Thought 

Hiring a Salesforce partner is more than checking certifications or price quotes. It’s about partnership, empathy, and expertise. 

Ask the right questions. Vet with precision. And when in doubt, remember — Codleo doesn’t just deliver CRM; we deliver clarity, confidence, and outcomes. 

Ready to build smarter workflows? See how Salesforce Customization can reshape your success journey with Codleo.