Whether it’s the first time you’ve looked for a consultant or you’re a seasoned veteran, deciding who you bring into your team is vital. Keep these green flags in mind as you vet your potential partners.

The List

1. Strong Technical Knowledge
The consultant is an expert in their field and has a deep understanding of the Salesforce platform and its features.

2. Excellent Communication Skills
They effectively communicate with your entire team, clearly articulating strategies and expectations.

3. Efficiency
They deliver solutions promptly, ensuring smooth project flow and avoiding delays.

4. Flexibility
The consultant is adaptable to your needs and changes in project scope.

5. Proactive Initiative
They identify and address potential issues proactively.

6. Realistic Commitments
They make achievable commitments and consistently deliver on them.

7. Strong Time Management
They prioritize tasks effectively and manage time efficiently.

8. Effective Problem-Solving Skills
They find effective solutions to complex issues.

9. Thorough Documentation
They maintain proper records of project progress and decisions for future reference.

10. Receptive to Feedback
They accept constructive criticism and use it to improve their performance.

11. Attention to Detail
They produce high-quality work with minimal errors.

12. Excellent Client Relationship Management
They build and maintain positive relationships with you and your team.

13. Consistent Quality of Work
They consistently deliver high-quality work.

14. Up-to-Date Industry Knowledge
They stay informed about industry trends and best practices.

15. Balanced Use of Tools
They understand underlying principles and use tools appropriately.

16. Professional Behavior
They act professionally in all interactions, ensuring a positive working environment.

17. Reliable in Meeting Deadlines
They consistently meet project deadlines, keeping your organization on track.

18. Effective User Training
They provide thorough training for your team and end-users.

19. Comprehensive Testing
They thoroughly test solutions before going live, ensuring reliability.

20. Strong Stakeholder Management
They effectively handle the expectations and needs of different stakeholders, preventing misunderstandings and ensuring project success.