How to choose the ideal Salesforce Marketing Cloud partner?

How to choose the ideal Salesforce Marketing Cloud partner?

Implementing Salesforce Marketing Cloud is a big investment... but it only becomes a real competitive advantage if you choose the right partner.

A good partner not only helps you enable technical capabilities, but becomes a strategic ally to scale your business, personalize experiences and achieve your marketing goals with precision.

In this blog we share with you the key factors to consider when choosing a Salesforce Marketing Cloud partner, and why the right choice can make the difference between an average implementation and a truly powerful strategy.

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1. Define your objectives before choosing

Before looking at options, it is essential to be clear about what you hope to achieve with Salesforce Marketing Cloud.

Are you looking to enable automated journeys? Do you want to centralize your customer data? Improve the personalization of your campaigns?

Having a clear list of objectives will be your compass to make better decisions.

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What makes a good Salesforce Marketing Cloud partner?

Not all partners are the same.

Look for these key elements:

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‍✅ Certifications and level of partnership

Partner level (such as Crest or Summit) indicates experience, commitment and resources. Official certifications ensure that the team has mastered the platform and is up to date on best practices.

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✅ Relevant experience and case studies

Ask to see cases similar to your industry or need. Have they worked with companies like yours? What kind of results did they generate? A solid track record is worth more than a lot of promises.

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✅ Consultative approach, not only technical

The best partner is not the one that just executes technical tasks, but the one that helps you align Salesforce with your business goals. Look for a team that is involved in your strategy, not just your setup.

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✅ Verified reputation and reviews

Check out their reviews on the Salesforce AppExchange. The opinions of other customers can give you a real insight into their professionalism, support and responsiveness.

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3. How to evaluate potential partners?

Once you have a short list, follow this process to make a safe choice:

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📝 Prepare an RFP (Request for Proposal)

Create a document that summarizes your objectives, needs and expectations. Use it as a basis for comparing offers from different partners.

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💬 Interview with the finalists

Ask questions about how they work, how they approach customization, support, and how they have solved challenges in previous projects.

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📞 Ask for references

Talk to previous customers - were they satisfied, did they meet deadlines, did the partner become an ally or just a supplier?

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💰 Aligns budgets and payments

Be sure to discuss your budget with transparency and consider a milestone payment scheme to maintain clarity and control.

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4. Don't just think about implementation

The true value of a partner is in their ability to help you grow over the long term.

Make sure the team:

• Prepare you for future Salesforce upgrades.
• Support you with results analysis and optimization.
• Offer training and support for your team.
• Understand how to evolve your strategies as your needs change.
  

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5. Where to look for certified partners?

Salesforce has its own marketplace of trusted partners:

🔎 Visit AppExchange → select the Consultants tab.

Use filters to find partners by industry, location, partnership level, number of certified experts and qualifications.

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And why choose Orange Digital?

At Orange Digital we are a certified MSP and Salesforce Crest Partner with certified experts and a 100% customer focus.

We help brands of all sizes get the most out of Marketing Cloud, combining strategy, technology and creativity to achieve real results.

We have activated platforms across multiple industries, implemented multichannel campaigns at scale, and guided marketing teams through their digital transformation.

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🚀 Ready to find the right partner?

Choosing right from the start will save you time, money and headaches. If you're evaluating activating Salesforce Marketing Cloud, let's talk and let us help you turn that investment into impact.

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