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Any married person in this bowl need guidance 😥
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Been doing this for 7 years now. My tips would be:
1. Be proactive and bring up risks and red flags the moment they come up. Every single project I’ve been on runs into integration, data, or missed reqs- the quicker you speak up, the better
2. Communicating effectively - both with your team on when things are completed or blocked and with stakeholders and business to get your solution across is simple terms - the more they understand, the better you’ll be at nailing the reqs
3. Getting shit done - I don’t want to hear how you couldn’t figure something out 3 days later. Do your Research on new things and ask smarter people if you get stuck quickly. If you say you’ll get something done by X, get it done before and let me know when it’s done.
4. Have a good attitude- it’s okay to decompress when things get crazy but if you’re complaining on every call, it gets old. We’re all stressed and a positive attitude goes a long way with moral
5. Identify upsell opportunities - this will make you into a manager, sr manager and director quicker - if you can get a knack for presales and delivery selling I.e customer brings up needs for a portal and it’s not in scope. Track the reqs at a high level and work with EM or partner to sell more work or additional licenses ($$$) this will get you promoted
Mentor
This is a great list. Thank you.
A good consultant can conduct Discovery, Analysis and propose the solutions both long and short term that the clients want..
A great consultant doesn’t stop the above until they uncover and deliver what the client actually needs.
Experience client side
Understanding the Salesforce ecosystem yet not pushing more licenses that you know your client will not need or probably overkill.
Understand Salesforce marketing and future facing safe harbor la-la-la with what it can actually do right now to be able to guide your client.
Know what it can do out-of-the-box and what limits exist and additional brownie points if you know how to hand wring Salesforce AE to get additional features or bonus at no extra charge to your client
SF1, fair enough. OP asked good Salesforce Consultant - not Salespeople 🤣
The good consultant sees challenges not as obstacles, but as opportunities to demonstrate their skills. Resourceful, creative, and relentless in their pursuit of solutions.