Choosing an Implementation Partner
Choosing a Salesforce, AI, or agentic enterprise implementation partner starts with the work you need done. Use these questions to compare proposals—including ours.
The best partner for your business should be able to show the work.
Choosing a Salesforce, AI, or agentic enterprise implementation partner starts with the work you need done. Use these questions to compare proposals—including ours.
Relevant evidence, not a list of logos
Read a complete customer story. Ask what the team actually delivered, which systems were involved, who owned the work, and whether a reference conversation is possible. A Salesforce success does not automatically establish experience with every AI provider.
An explainable architecture
The proposed architecture should identify the system of record, data flows, permissions, integration responsibilities, and where deterministic automation is preferable to an agent. Complexity is not a credential.
A testable definition of success
Agree on representative requests and exceptions, acceptable outputs, required human approvals, and what should cause the workflow to stop. Ask to see how tests are rerun after a change.
Operational ownership
Clarify who monitors failures, handles incidents, refreshes knowledge, approves releases, and manages access. Define what is included in the ongoing engagement and what requires a new scope.
Commercial clarity
Compare the implementation work, provider licenses, usage charges, third-party costs, support scope, and change process separately. A low build estimate is not the same as a predictable operating cost.
A fit with your people
Your team should understand the workflow and the decisions behind it. Look for a partner who makes the system easier to own, not one who makes every change dependent on an unexplained black box.
Choosing a platform is a separate decision.
Agentforce, an OpenAI-based application, and a Claude-based workflow are not interchangeable specifications. Compare the task, existing systems, data requirements, controls, integration effort, and results from a representative evaluation. Avoid promises that any one provider is best for every business.
Start with a brief you can use.
Describe the workflow, the users, the systems, the information available, and the outcome you want to improve. Ask the proposed team to respond with assumptions, exclusions, delivery responsibilities, and evidence of relevant experience.
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