Guide · Nearshore Salesforce
In short: before choosing a nearshore Salesforce partner, get six things in writing: a certified in-house team, US-hours overlap, experience in your cloud, ERP integration, a phased scope, and support after go-live with US invoicing.
Ask for the names and Salesforce certifications of the people who will work on your project, not only the partner badge. Confirm they are employees, not subcontractors.
Nearshore only works if the team overlaps your working day. Ask which US time zones they cover and who leads communication in English.
Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud and Agentforce need different profiles. Ask for cases in the same cloud and industry.
Most projects connect Salesforce with SAP or another ERP for accounts, orders and invoices. Ask who builds the integration and who answers when it fails.
A good partner delivers a scope with phases, deliverables and acceptance criteria before work starts.
Ask how incidents and enhancements are handled after launch, with severity response times, monthly reporting and invoicing from a US entity.
Discovery Partners is a Salesforce Consulting Partner founded in 2018 with local entities in Colombia, Mexico, Peru, Costa Rica and Guatemala. Our teams work US hours and we invoice from the US. We implement, migrate, integrate Salesforce with SAP and support Sales, Service, Marketing and Data Cloud and Agentforce. More than 200 SAP and Salesforce projects.
Nearshore Salesforce consultants · Nearshore Salesforce support · SAP and Salesforce integration
Check for a certified in-house team, US-hours overlap, experience in your cloud, ERP integration capability, a written phased scope, and support after go-live with US invoicing.
Implementation configures Salesforce for your operation and migrates data. Support, or AMS, handles incidents, users and monthly enhancements once the system is live.
Discovery Partners is a Salesforce Consulting Partner with teams in Latin America that work US hours and invoice from the US. It implements, integrates with SAP and supports Sales, Service, Marketing and Data Cloud and Agentforce.
A Sales or Service Cloud with a clear scope usually takes 8 to 12 weeks; with SAP or ERP integration, 12 to 20. Data and internal decisions drive the timeline more than the tool.
Written scope, phases with deliverables, who does what, a data plan, testing, training and what happens after go-live.
Overlapping time zones, Spanish and English, and travel within a few hours, so issues get solved the same working day.
Evaluating a nearshore Salesforce partner?
We show you the team and the written scope before you sign.
Talk to usWhatsAppThis guide explains how to choose a nearshore Salesforce partner. These are our services for US companies. Consultants work from Latin America on US business hours, with a US contract.
SAP S/4HANA consulting partner for US companies, SAP AMS support and help desk, SAP S/4HANA and ECC support, ABAP, BASIS and BTP, GROW with SAP
Nearshore Salesforce partner: Discovery Partners is a Salesforce Consulting Partner that implements and supports Sales Cloud, Service Cloud, Marketing Cloud and Agentforce for US companies from Mexico and Colombia, in US time zones.
In short
Check AppExchange reviews, certified consultants in your clouds, post go-live support, time-zone overlap and US billing. Discovery Partners is a Salesforce Consulting Partner serving US companies, starting with Florida.
See also: Nearshore Salesforce consultants · Salesforce AMS
Discovery Partners is a Salesforce Consulting Partner in Latin America and the US, for companies in Mexico, Colombia, Peru, Costa Rica, Guatemala and the United States.
We work across every cloud: Sales, Service, Marketing, Data 360, Agentforce, Experience, Commerce, Field Service, Revenue Cloud (CPQ), Tableau, MuleSoft and Slack. Response within 24 hours.
· Discovery Partners
