Is Consulting the Next Step in Your Salesforce Career?

By Amy Oplinger, Sr. Salesforce Consultant, The Crevalle Group; Salesforce MVP

One look at your Twitter or LinkedIn feeds and you will see that many Awesome Admins are making the leap into consulting. This may have you thinking, “Is consulting really the right field for me?”  And, if so, how do you make the move? Let’s examine some factors to consider and paths available to get you there.

  1. This is not “your” org
    Being an admin of your company’s org, you may feel a strong sense and pride of ownership, with many even referring to their org as “their baby.” As an admin, you know all of the ins and outs of your org, how each department uses it and pain points. As a consultant, however, this sense of ownership and familiarity generally goes out the window. With each project, you are hired to perform a very specific set of tasks and often in a very tight time frame. Do you feel that you would be able to make this mental shift?
  1. Travel
    As the admin at a company, your commute is predictable. As a consultant, however, travel is often a necessity. Luckily, because of the nature of our industry, some projects can be done mostly remotely; however, if the client wants you onsite 100%, you need to ask yourself if your personal life allows for such time away from home.
  1. Communication
    As a consultant, you will need to communicate, A LOT, often with all levels within an organization. In addition to configuring a solution, you will be in meetings with multiple stakeholders, asking probing questions and delivering presentations. You need to determine if this type of communication is suited to your skills’people’ and whether or not you enjoy this type of client facing interaction.
  1. Saying NO
    When you are an internal admin and the business requests new functionality, you have time to research and play around and offer options. When departments ask you to add a field here, or change some page layouts, you can accommodate. As a consultant, you follow a very specific SOW (statement of work) and new requests are referred to as “scope creep.” Each project is different and some requests might be able to be included if the project is on track with hours to spare. However, all of those seemingly little “yeses” add up over time for a project, and this is where a consultant has to learn to say NO to a client. Will you be comfortable conveying this to your client?
  1. Employee vs Freelance
    Finally, something important to consider is whether you would like to be an employee or a freelance consultant; both have their perks. There are plenty of Salesforce Consulting Partners all around the world looking for great employees. Freelancers often turn to theirnetwork or sites like Upwork to find projects. If sourcing your own projects isn’t something you look forward to, you might make the leap into Freelance consulting by talking with The Crevalle Group. When I was freelancing, I worked on a few projects for them and they really strive to bridge the gaps and make freelancing easy. They sourced the projects, took care of taxes for me and even provided medical insurance for me. It was quite a relief as a freelancer, because they removed a great deal of my stress.

Making the switch from Admin to Consultant is not an easy decision. While there are many more factors to be considered, we hope that this article provided some starting points to help you in your journey. If you would like to discuss opportunities with The Crevalle Group, or learn more, please let us know!


Leave a Reply

Your email address will not be published. Required fields are marked *