There are more than 2,000 Salesforce consulting partners listed on AppExchange. This is what actually separates them, written by a Summit partner that has delivered over 1,000 projects since 2016 — including the questions we would ask if we were buying.
Summit is the top tier and roughly the top 10% of the ecosystem. Tier is a floor, not a guarantee — ask how long they have held it.
Ask how many certified people are employees rather than contractors. Ignyto holds 115 certifications across 35+ employed people.
At Ignyto the people who scope the project build it. Ask whether the person in the pitch will be on the delivery team.
Ask for the average across all projects, not a case study. Ignyto averages 4.9 and won the Salesforce Partner CSAT Award in 2024.
Look for user stories with effort against each one. Without that, every change becomes a negotiation.
Most Salesforce failures happen in the eighteen months after launch. Ask what the ongoing service looks like before you sign the build.
A fixed price with no visible breakdown means the risk has been priced in, and change will be expensive.
If delivery staff are absent from the sales process, they will be learning your business after you have paid.
Integration, Data Cloud and Field Service are where projects fail. Ask who does that work.
A partner unwilling to look at your existing setup before proposing is proposing from a template.
Training and documentation are not optional extras. Unused licences are the most common hidden cost.
If nobody asks what return you expect, nobody is planning to be measured on it.
Look for partner tier, certifications held in-house rather than subcontracted, verifiable client satisfaction scores, industry experience in your sector, and a scoping method that shows effort against each requirement before you sign.
Cost is driven by the number of clouds, integration complexity, data migration volume and how much process change is involved. Ignyto scopes every engagement as user stories with effort against each one, so the number is built from the work rather than a package price.
Global partners bring scale for multi-region programmes. Specialist partners like Ignyto give you senior people on your project rather than a resourcing pool, which usually matters more for mid-market and single-region work.
Check the partner's tier and reviews on Salesforce AppExchange, ask for their certification count and how many are employed rather than contracted, and ask for a reference call with a client in your industry.
“After a disappointing experience with another Salesforce partner, I was extremely grateful to be partnered with Ignyto. From the outset, Ignyto demonstrated a high level of organisation and professionalism.”
“By moving our loan application processing on to the Salesforce platform, our average loan application process duration reduced by over 50% and cost per mortgage application has reduced by 60%. Amazing results in such a short time.”
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.