Articles

Meet Sean Lowe, 10K’s New Account Executive

Today, we proudly announce that Sean Lowe has joined the 10K team as an Account Executive!

Sean started his Salesforce career in 2015 as a Business Development Rep at Salesforce Marketing Cloud, where he was eventually promoted to Commercial Account Executive. Those years of hands-on experience helping customers realize the power of the Salesforce platform energized Sean to pivot to the partner side of the ecosystem, where he could help even more customers tailor the Salesforce platform to serve their unique business challenges. Years of working alongside remarkable Salesforce talent and partnering with business leaders across various industries allowed Sean to grow exponentially as a business professional and land his next adventure with 10K. 

We are excited to bring Sean’s energy and perspective to our customers and community of Salesforce experts. Read on to learn more about Sean and his vision for his new role as an Account Executive. 

What are you most excited to accomplish in your first year?

No other SI in the Salesforce ecosystem can accelerate time-to-value with exceptional results like 10K. Our on-demand model and elite expert community put us in a prime position to disrupt traditional consulting models and, ultimately, how customers maximize their Salesforce investment. I’m excited to evangelize 10K’s unique service offerings across the ecosystem and develop strategic partnerships with the Salesforce GTM team. 

10K’s on-demand consulting model is unique in our industry. Why do you believe in the model, and why do you think what we’re doing matters so much in the Salesforce ecosystem?

Over the years, I’ve seen firsthand how the traditional SI model prevents organizations from optimizing their Salesforce org in a timely, cost-effective manner. The differentiators of 10K’s consulting model (including no minimum spend, no long-winded discovery process, and no long-term contracts) make it simple for customers to solve their Salesforce challenges. It’s our mission to give Salesforce customers and experts the freedom to engage and deliver value on their terms.

10K’s vision is to give people the freedom to excel at the work they love. How do you see yourself and your role in this vision?

Our entire GTM team embraces the responsibility of supporting quality organizations with our elite independent Salesforce consultants. I feel privileged and excited to help provide our experts with more project opportunities. 

What is your favorite adventure?

Parenthood! Over the last few years, my wife and I have been lucky enough to welcome three children and a puppy into our family. It’s been a wild ride! 

Top 5 Questions to Ask When Choosing a Salesforce Implementation Partner

We’ve all heard horror stories about botched Salesforce projects that leave end users high and dry and drain the budget. You may have even been the main character in one.

The good news is that it doesn’t have to happen to you. By vetting your partners, you can ensure a smooth, successful project.

But how exactly should you vet a potential Salesforce partner? What questions should you ask in a vendor evaluation? How do you know if they truly have the skills and experience to help with your specific project?

Keep reading — we’re covering all that and more. But first, let’s review the basics: when to hire a Salesforce partner and where to find the good ones.

Why and when should you hire a Salesforce implementation partner?

Many organizations hire a Salesforce implementation partner when they have a business challenge but don’t have the bandwidth or internal expertise to address it.

Those challenges are extremely common. In our Project to Program research report, only 6% of respondents said they don’t work with a consultant or contractor. 

If you’re working on a Salesforce project, you should have a partner involved — even if they serve as a second set of expert eyes. They can start by assessing existing org structure and limitations, point out edge cases, and spot problems in your implementation plan from a mile away.

Where to find a top-notch Salesforce implementation partner

I’ll give you a hint: don’t start with Google. The results will be overwhelming and underwhelming at the same time.

Save yourself some time and conduct a more targeted search instead. Here’s where to start:

Peers

Pull out your virtual Rolodex and contact folks at other companies in your industry who have done Salesforce projects.

Did they work with a partner? Who did they evaluate, and who did they end up using? Were they satisfied with the results? You’ll get a headstart on sourcing potential partners and honest feedback from people you trust.

An elite talent network

According to our 2023 Salesforce Talent Ecosystem Report, the number of certified experts across all partners doubled to nearly 173,000. But not all of those experts will be a fit for your project in your industry or can meet your time constraints and your budget. Additionally, it’s becoming harder and harder to find and engage exceptional talent exactly when you need it.

A network of flexible, independent consultants like 10K can help you move your project in days—not months. Our matching engine quickly identifies the Salesforce expert you’ll need based on your specific and unique project requirements. The best part? 10K Experts are as excited to get your Salesforce project across the finish line as you are.

Learn more about how we vet Salesforce experts here.

5 screening questions to ask Salesforce partners during an intro call

With your list of potential partners finalized, it’s time to dig deeper into their credentials, services, and experience.

1. Can you describe your delivery methodology?

Salesforce projects fall apart without robust business analysis and strong project management.

To evaluate a partner’s level of operational excellence, make sure they highlight:

  • The deliverables that will come out of the project, such as documentation, training, and infrastructure maps.
  • Whether they take an agile, waterfall, or blended approach. Agile projects tend to be completed faster, allowing you to intervene if the preliminary results aren’t hitting the right notes.
  • Where they track requirements, bugs, and enhancement requests.
  • How and when they communicate with you, in standups, over email, with messaging tools, etc.
  • What their testing process is like — does it involve end user testing? How do they handle bug fixes?

2. What would a team for our project look like?

Every project is unique, and you need the right team with the right roles to complete it properly and on time.

For example, if you’re implementing CPQ, you’ll need certified CPQ specialists who’ve implemented CPQ successfully. You’ll also need other supporting roles, like Business Analysts, Developers, and Quality Assurance. They are probably not a good fit if they don’t have these roles on their team.

3. Can you share a few customers you’ve worked with lately?

This question is less about getting references — they won’t give you the contact info of any unhappy customers — and more about their level of industry knowledge and experience: have they served customers in your industry or customer segment or with similar challenges in the past?

Make sure their answers align with your company profile. Also, poke around each partner’s website and LinkedIn to see if they’re publicizing other customer wins.

You should also consider whether the partner is a mid-market or SMB firm that’s trying to move upmarket or a partner that solely works with enterprise clients. If it’s the latter, they may not give you the time of day if you’re not a big enough fish, or you may get less experienced consultants who haven’t been staffed on larger, strategic accounts. 

4. What happens if we go over budget or out of scope?

Scope changes can and will happen, so it’s critical to understand how those changes will impact the project timeline and budget.

Bonus points if the partner can give specific examples of how they handled scope changes on a recent project. Ask to connect with those customers to understand how the situation went.

5. Will you provide training and ongoing support?

The partner may have already mentioned this in #1, but it’s worth getting a separate answer to this question for two reasons:

  1. You want end users to understand what was built and how to integrate it into their workflow. It’s also important to know whether or not you have the resources to support that kind of training.
  2. Your Salesforce Admin is busy and may not have the time or energy to dig into the details months after the project ends when something goes wrong. Right after (or even during) the project, the partner should communicate what they did, how they did it, and how to update it. Otherwise, you may need to engage with the consultants again, which comes at a cost.

This conversation starter may also raise the question of whether you need to pay extra for in-depth training and support. This add-on might be worth it depending on your budget and the experience your resources have.

What is an instant red flag for a Salesforce partner? Delays.

Even if you feel the partner fits your org’s ethos, experience, and process requirements, there’s one more way your project can fail: delays.

The bigger Salesforce consulting firms tend to have long, drawn-out scoping and contracting processes, adding each change as a line item on their final estimate. Why waste four months creating an SOW only to change it during the kickoff call?

In the weeks wasted, you could have:

    • Hired an on-demand Salesforce Architect to assess the current state of your Salesforce org and determine the best path forward.  
    • Onboarded several partner team members and reviewed requirements in detail.
    • Started the change management process, notifying employees that their day-to-day might change, sourcing champions, and blocking off calendars for UAT.

Get your projects off the ground faster with vetted, on-demand Salesforce experts.

Speed to deployment can mean getting an extra edge over a competitor or being the first to enter into a new market. The only way to get started quickly is to work with a flexible Salesforce partner who prioritizes accelerating innovation as much as you do.

Enter 10K. Our on-demand consultants kick off your project 50% faster than a traditional consultancy — without sacrificing quality. All the consultants in our network are excited by technical challenges and go through a rigorous vetting process covering: 

  • Salesforce and Technical expertise
  • Business acumen
  • Communication style
  • Past customer feedback
  • Project management skills
  • Previous consulting and in-house experience

Accelerate your time-to-value with Salesforce, and reach out to us today.

5 Ways Salesforce Architects Rapidly Clear Roadblocks

Most Salesforce orgs are in a prime position to increase their ROI with the support of an experienced Salesforce Architect. In fact, 82% of Salesforce program owners who report the highest ROI always use an architect. 

However, Salesforce Architects are often overlooked, misunderstood, or too difficult to access. Without trusted architectural guidance in place for implementations, migrations, or customizations, most orgs face two significant risks:

  1. Accumulation of technical debt 
  2. Slower time-to-value from their Salesforce investment  

Salesforce Architects hold the key to accelerating productivity and maximizing value, but how and when should you engage one? We love to debunk the misconception that you need to hire a full-time, in-house architect to make an impact. The reality is that relatively short engagements—even just 8 hours of an architect’s time—move the needle. Architects can quickly provide solution assurance, org clarity, process blueprinting, project roadmaps, and (maybe most importantly) peace of mind.  

Here are five high-impact areas where an on-demand Salesforce Architect can quickly drive progress.

Streamline and modernize automations

The Problem: As requirements evolve, legacy workflow rules and process automations become brittle, inefficient, and unable to handle complex logic.

The Value: Architects help refactor automations using robust tools like Apex and Flow, enabling sophisticated requirements with improved performance, testability, and long-term maintainability.

Migrate from legacy Salesforce user experience technologies

The Problem: Companies still relying heavily on classic Salesforce UI face user adoption challenges, fragmented experiences, and potential technical debt.

The Value: Architects plan and execute comprehensive migrations to Lightning Experience, modernizing the UX/UI across objects, apps, dashboards, and more.

Build a unified integration strategy

The Problem: Over-reliance on point-to-point integrations creates technical debt, fragmented data, and an inability to adapt as integration needs change.

The Value: Architects design robust integration architectures leveraging API management, event-driven patterns, change data capture, and other modern capabilities.

Implement strategies for org merges, splits, and environment management

The Problem: As companies evolve, reorganizations and M&A activities create data fragmentation and org complexity that becomes unmanageable.  

The Value: Architects provide expertise in planning and executing org mergers/splits, managing multiple environments, and implementing scalable data migration strategies.

Analyze and improve security architecture

The Problem: As requirements change, static security models create governance risks and compliance issues that can become burdensome.

The Value: Architects holistically assess sharing rules, permissions, and security models to refine architectures that balance security, compliance, and access needs.

While not exhaustive, these examples illustrate how certified architects apply expertise across process design, UX, integration patterns, data migration, security modeling, and more to rapidly clear roadblocks. A certified Salesforce Architect is the antidote to short-sighted solutions that will gradually accumulate into expensive technical debt. Their oversight and expertise guarantee long-term scale, agility, and ROI.

Where can I find an experienced Salesforce Architect?

Finding an experienced architect available to work on your Salesforce org is often expensive and time-consuming. Our 2023 Salesforce Talent Ecosystem Report found that Salesforce Technical Architects still make up just 1% of the overall talent supply. Additionally, it takes technical specifics and knowledge to vet an architect properly. So, while it may be tempting to use UpWork, the reality is that finding a skilled architect is like finding a needle in a haystack. The good ones know their worth and provide their expertise elsewhere. 

Large consultancies are one such place. However, after you’ve run the gauntlet of the traditional sales and SOW process to get in their queue, it can still take 6-9 weeks for an architect to get started. Finding a specialized architect with immediate availability is essential. 

That’s where certified Salesforce Architects who work on demand as independent consultants come into play. Independent architects have the technical prowess and freedom to move your Salesforce initiative forward quickly. They also don’t have to deal with red tape or bureaucracy. Their sole focus is paving the way for greater efficiency, scalability, and innovation. 

Instant Architect™ accelerates Salesforce productivity 

Do you have a stalled Salesforce initiative that needs a game plan to move forward? Just 8 hours with Instant Architect™ can get your team back on track within days. Click here to get started.

Meet Matthew Rothman, 10K’s New ISV Partner Manager

Today, we proudly announce that Matthew Rothman has joined the 10K team as our first ISV Partner Manager! 

Matthew started his professional services career in the Microsoft ecosystem but transitioned to the Salesforce space over 10 years ago. From the jump, he embraced the mantra, “If it’s not in Salesforce, it doesn’t exist” – something he repeats to customers quite often. Having worked for several SIs and ISVs in sales and delivery, Matthew’s background and expertise will bring a valuable perspective to 10K’s ISV Partner Program

Read on to learn more about Matthew and his vision for his new role as our ISV Partner Manager. 

You’re 10K’s first ISV Partner Manager. What is your vision for the role, and what are you most excited to accomplish in your first year? 

I’m eager to provide value and support for 10K’s Expert Community, our current ISV partner roster, and our future partners. My focus will be working closely with the 10K Community so I can identify and pursue ISV partnerships that will benefit from and expand our on-demand consulting model. I also look forward to working alongside our ISV Delivery Manager, John Receveur, to ensure our experts and partners are synced up for successful solution delivery.

Additionally, I want to ensure that our ISV partners have all the support they need to grow their software practice. By leveraging 10K’s on-demand experts, our partners can focus on building great products without worrying about balancing professional services delivery. Our community can introduce them to customers they never would have been exposed to without 10K. 

10K’s on-demand consulting model is unique in our industry. Why do you believe in the model, and why do you think what we’re doing matters so much in the Salesforce ecosystem?

10K has built an innovative consulting model that more effectively supports complex digital transformation initiatives while guaranteeing a better customer experience. Our on-demand services give Salesforce customers the freedom to ramp up or down seamlessly to fit their evolving needs. Flexibility is one of our key differentiators. 

10K’s vision is to give people the freedom to excel at the work they love. How do you see yourself and your role in this vision?

My role is to collaborate with our community of independent Salesforce consultants. We are focused on supporting their career and business goals and determining how we can realize those goals together. It’s essential to understand the type of ISV partner our experts are interested in working with and their goals in working with a particular solution. It’s all about providing opportunities for our expert community to strengthen their skill sets and deepen their experience across cutting-edge technologies. 

What is your favorite adventure?

Snowboarding out west! 

The 10K View: TrailblazerDX 2024 Takeaways

TrailblazerDX is the premier event for Salesforce ‘builders’ (architects, developers, admins, and more) looking to sharpen their skills and drive innovation for their own businesses. With 300+ technical sessions and hands-on workshops, TDX is a bustling and inspiring forum to learn new skills and ways to leverage the latest platform features. 

In this blog, our team offers their top insights from TDX 2024, covering everything from AI to the future of Data Cloud, Einstein, and the power of diversity in tech.

Latino and Hispanic Trailblazers are growing their representation

Katie Villanueva, Salesforce Administrator 

Networking at TDX is more than just a necessity for me. It’s a platform for personal growth and learning. This year, I had the opportunity to venture into the Latino and Hispanic community with the LatinX Community Meetup and my session #LatinasInTech: Speaking Up and Speaking Out. These experiences were not just enlightening but also a testament to the diverse and inclusive nature of the Salesforce ecosystem. 

As a member of the Latinx and Hispanic community, I’m proud to see our representation in the Salesforce ecosystem growing. We bring a wealth of knowledge and potential to the table. The 10K team’s focus on expanding our mission to more Latinx and Hispanic Trailblazers is a significant step. It not only helps us support Spanish-speaking clients but also empowers more Latinos and Hispanics to excel in the work they love.

Einstein is here to stay but has some growing up to do

Matthew Lamb, Chief Technology Officer

Data Cloud was on full display. Salesforce doubled down by promoting some compelling built-in features. If I had to name the most impactful feature, it would be the ability to take real-time action on the customer data across your company with Data Actions. There is certainly some complexity to deal with, but it is powerful. We can start to get our hands on it now with a Data Cloud Dev Org

The pricing for Data Cloud is unknown at this point. Still, based on some conversations I had and the Dev Org being listed as a “free, 5-day Developer Edition org with Data Cloud,” my money is on a consumption or usage-based pricing model.

Additionally, Einstein is making its way into the core Salesforce platform in a broader way. There was a ton of focus on Einstein Copilot and how to embed it for day-to-day CRM use cases. Here are the highlights I took away:

  • Einstein for Developers brings AI into VS Code with a straightforward VS Code extension, allowing users to generate code using natural language prompts, inline auto-complete, as well as unit test generation for Apex
  • Einstein for Flow extends the same natural language generation capabilities to the Flow platform
  • There are a number of other compelling features such as Einstein LLM gateway, Einstein Prompt Builder, Einstein Copilot Actions indicating that Einstein is here to stay, even if it does still feel a little far off at the moment. 

Roadmap sessions are always a fan favorite, and The Future of User Management is particularly exciting. Features like policy-based user access rights, a one-page summary of a given user’s access, ‘Where is this used?’ for public groups, insight into where a given user permission is coming from, and more are some of the most impactful features for Admins that have been discussed in years.

Overall, it was great to see an entire track of sessions dedicated to the Well-Architected framework. All of the sessions I attended were packed. Hopefully, that will come back to Dreamforce and future TDX events.

AI and Data Cloud paint a promising future for Salesforce 

Nick Hamm, Chief Executive Officer 

Salesforce’s long-term strategy for Data cloud is more real than I initially gave it credit for. Data Cloud’s most compelling differentiator is giving companies the ability to aggregate customer data from a number of other systems using prebuilt connectors. From there, they can securely train Salesforce’s AI on their data to drive automation and insights back into the CRM and Marketing platforms.

Data Cloud has the opportunity to make Salesforce even stickier. Data is like gravity. It has a center of mass, and the more data you have in one place, the harder it is to move away. But it also makes a lot of sense for Salesforce customers with lots of data about their customers to aggregate that data in Data Cloud and use AI to help them expand their customer relationships. I’m excited to help Salesforce customers realize the value of these new capabilities over the years to come.

The 10K View of Salesforce TDX 2024 

The 10K team is proud to contribute to TDX year after year. Our Chief Customer Officer, Mike Martin, hosted a session on “Adding AI to Your Admin Toolkit” and a networking hour that combined the fun of building LEGO and Salesforce. Katie Villanueva, our Salesforce Admin, participated in the #LatinasInTech panel: Speaking Up and Speaking Out and hosted a coloring break session with the Salesforce Mental Health + Illness User Group. If you made the time to stop by these events or say hello to our team this year, thank you. 

The 10K team at TDX 2024

Meet John Receveur, 10K’s New ISV Delivery Manager

Today, we proudly announce that John Receveur has joined the 10K team as our first ISV Delivery Manager! 

John has played in nearly all corners of the Salesforce ecosystem. His first foray with Salesforce was as an end user, primarily for sales pipeline management. After finding interest in the technology itself, John joined a Salesforce ISV to help create an improved mobile experience for the platform. Most recently, he was on the SI partner side, where he supported delivery to sales engineering and developing go-to-market strategies for several industry-specific solutions. John’s unique background and experience make him an exciting addition to 10K’s internal team and ISV Partner Program

Read on to learn more about John and his vision for his new role as our ISV Delivery Manager. 

You’re 10K’s first ISV Delivery Manager. What is your vision for the role, and what are you most excited to accomplish in your first year? 

We share a common goal with each of our ISV partners: to provide a successful solution delivery and exceptional customer experience. My job is to ensure our experts and partners are equipped to deliver scalable and repeatable success across every engagement for every customer.   

Additionally, we want to help our ISV partners grow their businesses by supporting their engagements with the Salesforce ecosystem’s most elite experts. With 10K managing the delivery of our partners’ solutions, we can help them open doors to new customers. In my first year, I am most excited about empowering our expert community to deepen their 10K skills and capabilities amongst our ISV partner solutions. 

10K’s on-demand consulting model is unique in our industry. Why do you believe in the model, and why do you think what we’re doing matters so much in the Salesforce ecosystem?

10K has designed a consulting model that allows for flexibility, both for customers and independent Salesforce consultants. Given the rapidly evolving nature of enterprise technology applications, the ability to be flexible and quickly ramp up and deploy new solutions with trusted expertise is paramount. 

10K’s vision is to give people the freedom to excel at the work they love. How do you see yourself and your role in this vision?

For the ISV ecosystem specifically, we give our expert community the option to broaden their skills in solutions that we have determined to have large growth prospects in the marketplace. Conversely, we are providing our partners the freedom to focus on the work they love doing (building great products), while we manage the successful implementation of these solutions. 

What is your favorite adventure?

Outside of raising 3 children? Backcountry skiing in Canada!