Tiếng Việt
日本語Most people walk into a Salesforce consultation as a listener: hearing the pitch, watching the demo, nodding at the impressive parts. But a genuinely useful consultation is usually shaped by the questions you actively ask, not just by what the consultant chooses to present.
Below are the questions worth preparing in advance, grouped into four categories, so the session becomes a real two-way conversation instead of a one-way pitch.
A good consultation is shaped by the questions asked, not just the pitch deliveredTable of Contents
Group 01
Questions About the Real Cost
License price is only one part of the total cost. The questions below help you see the full picture before comparing it against your budget.
Beyond the monthly per-user license fee, what other costs are involved, such as initial implementation, customization, or staff training?
If the company grows its headcount, how does the cost scale, linearly per person or in pricing tiers?
Is there a plan suited for starting small and scaling up gradually, instead of committing to the full feature set from day one?
Group 02
Questions About the Implementation Process
This group of questions helps you picture what your team will actually go through, rather than just hearing a generic estimated timeline. Based on real-world discussions on Gartner Peer Community, people who have gone through CRM implementations often stress the importance of asking about the actual timeline, data integration capability, and proof of successful implementations on similar projects before signing anything.
Given the size of my sales team, how long does implementation realistically take, not the ideal number from a marketing brochure?
How much time will my staff need to dedicate during implementation, and who specifically needs to be directly involved?
What typically causes similar projects to fall behind schedule, and how can those bottlenecks be avoided?
Group 03
Questions About Data and Integration
This is the group of questions most often overlooked, yet it directly affects whether the system will actually stay in use long term.
How will my company’s existing data, whether it’s currently in Excel or another system, be migrated over?
Does Salesforce integrate with the tools my company already uses, and if custom work is needed, how complex is that typically?
If my company decides to switch systems later, can the data be exported, and in what format?
Group 04
Questions About Life After Go-Live
Many consultations end at the implementation stage without much mention of what happens afterward, even though this is the phase that determines whether the system stays in real use or ends up abandoned.
After go-live, who provides support if staff run into issues, and what’s the typical response time?
If staff aren’t using the new system after a few weeks, does the consulting team provide any support to help drive adoption?
How do we know the system is actually delivering value, and how soon after go-live should results be reviewed?
A trustworthy consulting partner will answer these questions specifically, rather than deflecting with vague answers like “it depends.” A willingness to answer directly is usually a more reliable signal than anything shown in a slide deck.
Bring these questions to your next consultation
Book a free 30-minute Salesforce consultation, and the Sonix team will answer every question directly.
Sonix: Your success is our happiness.
Leave us your comment