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Types of Salesforce implementation partners: which fits when

The types of Salesforce implementation partners differ less in skill than in shape: how big the team is, how long it stays and who carries the delivery risk. Our position: pick the shape that matches your programme and your own capacity, and judge the people inside it after that.

Different types of Salesforce implementation partner teams at work

Key takeaways

1

Implementation partners build your solution. AppExchange partners sell products for it.

2

With a freelancer or staff augmentation, you carry the delivery risk yourself.

3

When you mix partner types, name one party that owns integration between them.

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The choice sets who you can hold responsible when something breaks. A partner that delivers a fixed scope with its own team carries the risk of getting it right. A developer you hire by the day hands that risk straight back to you. Getting the shape wrong is expensive to undo, because a new partner mid-programme first has to learn what the old one built.

Implementation partners and technology partners do different jobs

Salesforce works with two broad kinds of partner. Consulting partners, often called implementation partners, design and build Salesforce solutions and support them afterwards. Technology partners, also called independent software vendors, build products on or for the platform and sell them through AppExchange, the Salesforce marketplace for add-on apps.

You usually need the first kind, and sometimes the second. An AppExchange product can save months of custom build for a common need such as document generation or address validation. It also adds a vendor, a licence and an upgrade cycle to your landscape. Your implementation partner should be able to tell you when a product is worth that, and when a few days of configuration will do. Which questions to ask any partner, whatever its type, sits in our guide on how to choose a Salesforce consultant.

Global system integrators bring breadth and programme scale

Global system integrators cover Salesforce as one practice among many. Their strength shows when Salesforce is one part of a larger change, for example a finance, supply chain and CRM programme across many countries, run by one programme office.

The trade-off sits in team composition. Large practices staff projects from a wide pool, so the mix of senior and junior people can change as the programme runs. That can work well with strong client-side programme management. Without it, continuity is the question to test before you sign.

Regional multi-cloud specialists trade breadth for focus

Regional specialists work on Salesforce only, often across several clouds, with teams that know each other and the platform well. They tend to sit closer to the client and keep the same people on a project for longer. Their limit is capacity: a specialist can only staff so many projects with its own fixed teams.

Group structures change that calculation. FORWARD is part of Spire Group, one of the largest Salesforce partner organisations in the Benelux. For a client, that means one point of contact at FORWARD with extra capacity behind it when the scope calls for it.

Boutiques, freelancers and staff augmentation

Boutiques focus on one cloud or one industry and go deep. They suit a narrow, well-defined scope, such as a Service Cloud rollout for one contact centre. Freelancers and staff augmentation add hands to a team you run yourself. That works when you already have a Salesforce architect and product owner in house.

The catch is ownership. A freelancer delivers hours; the outcome stays with you. That is fine if you have the internal team to steer, and risky if you do not. Our piece on hiring a developer or a partner goes deeper into that choice.

Priscilla Calemi
Marketing & Community Manager

A developer you hire by the day hands that risk straight back to you.

Priscilla Calemi

|

Marketing & Community Manager

What partner tiers tell you

Salesforce ranks consulting partners in tiers, with Summit the highest. The tier reflects criteria such as certified staff, customer satisfaction and delivered business across the whole partner company. It is a useful filter for a longlist. It does not tell you which people will work on your project.

FORWARD is a Summit Partner, and what that tier means in practice is set out in our piece on what the Summit Partner tier means. Use the tier to shortlist, then test the team.

Mixing partner types without losing accountability

Large programmes often combine types: an integrator for the wider change, a specialist for commerce or marketing, and an AppExchange product or two. That can be the right call. It only works if one party owns the connections between them, because integration problems otherwise land in the gap between two contracts.

Before the first sprint, agree who owns the integration layer and who decides when two suppliers disagree. Then agree who answers for the customer journey from start to finish. We take that role on the projects we build, including the integration between every Salesforce product in scope. Whoever takes it, write it into the contract. The mechanics of that role, from middleware to data ownership, are covered in our piece on choosing a Salesforce integration partner.

Match the partner type to your own team

The right type depends as much on what you have in house as on the scope. A strong internal team can steer freelancers and boutiques. A thin one needs a partner that brings its own architecture, delivery management and support. Check these points before you choose a shape:

  • You have a Salesforce architect in house who can own design decisions.
  • You have a product owner with time to prioritise the backlog every week.
  • You can run testing and releases yourself after go-live.
  • The scope touches one cloud and few external systems.

If most of these hold, a specialist boutique or extra hands can be enough. If few of them hold, choose a partner that takes delivery responsibility and stays after launch.

See Discover. Build. Run.
About the Author
Priscilla Calemi
Marketing & Community Manager

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