3 Non-Negotiables for Any Salesforce Consulting Partner Worth Your Investment
Salesforce is powerful, but only when it’s aligned with your outcomes.
If your consulting partner isn’t helping you drive adoption, deliver actionable intelligence, and scale sustainably across teams, you are not set up for success.
Here are three must-haves to expect from any partner optimizing your Salesforce investment:
1. They Focus on Outcomes, Not Just Requests
The best consulting partners don’t just deliver what you ask for.
They help you define what actually matters and how to remove the roadblocks standing in the way.
At Equals 11, we co-create with our clients.
We go beyond checklists and technical specs to align Salesforce with your business goals across every team.
Here’s what that looks like in practice:
Improving data visibility across Sales, Finance, and Operations so teams work from the same source of truth
Auditing dashboards based on usage, not assumptions, so leaders can focus on insights that drive action
Identifying adoption blockers and addressing them with layout redesigns, automation, or workflow adjustments
Because true Salesforce optimization is about enabling better decisions, faster.
Start by identifying which reports or dashboards are most critical to your business, but are rarely opened or trusted by stakeholders.
Ask: “What decisions are we trying to make with this data, and are we surfacing it in the right way?”
2. They Operationalize Einstein, Not Just Pitch It
AI has the potential to transform your business. But without execution, it remains only potential.
Too often, we see Einstein discussed in executive presentations but never activated in daily workflows.
Tactical ways to operationalize AI inside Salesforce:
Build a donor or customer churn model using Einstein Prediction Builder, with simple field inputs such as engagement recency, transaction frequency, or support history
Use Data Cloud to unify and harmonize donor or customer profiles across platforms, so your AI predictions are not based on incomplete or siloed data
Trigger automated alerts in Salesforce when a record reaches a high-risk churn score or a “likely to convert” prediction, prompting follow-up by Sales or Development
Segment audiences using prediction scores (for example, “likely to upgrade gift” versus “likely to lapse”) and plug them directly into Marketing Cloud journeys
At Equals 11, we take the tools you already own, such as Einstein Prediction Builder, Data Cloud, and Tableau, and embed them into decisions, processes, and automation that deliver measurable impact.
Customer Success Story: National Kidney Foundation
With Salesforce AI, we helped National Kidney Foundation:
Predict donor churn with confidence
Identify high-value donor signals proactively
Launch automated follow-ups that increase engagement
The result: Increased retention. Smarter fundraising.
→ Read the full case study
Want to learn more?
Download our guide:
→ Predict to Prosper: AI for Nonprofit Leaders
3. They Make Salesforce Easy to Use and Worth Using
Adoption is not a training issue. It is an experience issue.
If your team avoids Salesforce, it is likely because the system was not built with them in mind.
Three ways we improve usability inside Salesforce:
Redesign page layouts by persona, so Sales, Service, and Operations only see the fields and actions relevant to them
Automate repetitive updates such as status changes, next steps, or task creation with declarative tools like Flow or Process Builder
Surface insights visually, not just with reports, but with dashboards tailored to each team’s key performance indicators (for example, churn risk by segment, pipeline velocity, support backlog)
At Equals 11, we help organizations streamline layouts, simplify processes, and build interfaces that align with real-world workflows.
We translate complexity into clarity so that Salesforce becomes a tool your team wants to use.
Because when Salesforce reflects the way your team works, they will use it.
Learn more:
Download (no email required) Scaling Mid-Market Service Success → “The Agentforce Advantage”
Don’t just take our word for it:
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"Equals 11 was engaged to evaluate our Salesforce-native rail logistics prototype. Their blend of product strategy and deep technical expertise produced a clear build-versus-buy matrix, a groomed agile backlog, and a realistic cost model. These were all insights no other partner had provided."
— Rail Logistics Client, USA
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"Equals 11 has been a fantastic partner for us. It is comforting and encouraging to have a Salesforce partner who can prescribe Salesforce functionality so surgically."
— High Tech Client, USA
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"Equals 11 is very communicative, constantly soliciting feedback to course correct if needed."
— Vice President of IT, National Kidney Foundation
If your current partner is just ticking boxes… What would 20 minutes with a team that actually gets Salesforce be worth to you? Let’s talk about results.
Book your 20-minute strategy call
