4 Reasons to Fire Your Salesforce Team

#015

Read Time: 3 Minutes

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My friend was fired last week.

Solo salesforce consultant. Only client. Gone.

The sad part was that it had nothing to do with the work.

The client eventually asked him:

“what are we even paying for?”

And once that question shows up…

It’s been over… for a while now, actually.

They start connecting their own dots.

“Is this actually helping us?”
“Why does it feel like no progress is being made?”
“What else could we be using our money on?”

Bummer for him.

But it was still his fault.

Here’s 4 reasons why:

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1. A good consultant fixes stuff. A great one explains the system.

Most companies hire Salesforce help when something already hurts.

A workflow is broken.
Reporting is wrong.
Leads are routed poorly.
Data is messy.

So the consultant jumps in and fixes the issue.

That’s fine.

But if they never explain:

• why it broke
• what it affects downstream
• what should get fixed next

then every project feels random.

As the client, you start thinking:

“What are we even doing?”
“Is this ever going to be done?”
“Why are we still paying for this?”

A great consultant gives context.

They say:

• Month 1: clean up the foundation
• Month 2: fix the key handoffs
• Month 3: build reporting leadership can trust

Now the work makes sense.

You see how each project feeds the other.

How you’ll arrive to your end goal.

Now you can be patient.

Now you can explain it internally.

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2. A good consultant says yes. A great one knows when to say no.

This is a big one.

You hire an expert because you know you don’t know everything.

So when you say:

“Let’s just delete that field.”
“Can we skip testing?”
“Do we really need that automation?”

the wrong answer is:

“Yeah, we can try that.”

That is not expertise.

That is just being a task-taker.

A great consultant pushes back.

They say:

“We can do that, but here’s what it’s going to break.”
“If we skip this step, your lead routing is going to fail.”
“If we remove this, reporting will be wrong next month.”

That kind of pushback is valuable.

One honest conversation now saves a lot of cleanup later.

And again… helps you understand how it affects your ultimate goal.

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3. A good consultant gives updates. A great one sets expectations.

This is where a lot of projects fall apart.

If your Salesforce looks like a tornado hit it…

It’s not getting fixed in 30 days.

But a lot of consultants avoid saying that up front.

They don’t want to tell you no

They don’t want to have a tense conversation

They don’t want to have a chance of disagreement

Because they fear losing you.

So month 1 feels slow.

Month 2 feels unclear.

By month 3… the client thinks the project is failing.

When really, the project is moving exactly how it should.

A great consultant tells you what to expect.

Something like:

• Months 1–2: discovery and architecture
• Months 3–4: core builds and automation
• Months 5–6: reporting, training, and cleanup

Now you know the timeline.

Now you know what progress should look like.

Now you do not panic when the early work is foundational.

Again… you see how this helps you hit your ultimate goal.

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4. A good consultant attends meetings. A great one leads them.

Weekly syncs should not feel like people thinking out loud in real time.

They should feel clear.

A strong weekly meeting is simple:

• here’s what got done this week
• here’s why it matters
• here’s what’s next
• here’s what we need from you
• open Q&A for the client

That’s it.

When meetings feel unorganized, rushed, or unclear, clients start losing trust.

Not because nothing is happening.

Because they can’t see it.

And if they can’t see it, they stop wanting to pay for it.

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The takeaway

Most companies do not need more Salesforce work.

They need more clarity around the work.

They need someone who can show them:

• how the business connects
• what’s broken
• what order to fix it in
• how long it’s going to take
• how they will know it is working
• how it helps them hit their ultimate goal

That is the difference between a good consultant and a great one.

A good consultant builds what you ask for.

A great one helps you understand what actually matters, what comes next, and why you should keep going.

That’s all for this week.

Talk next Friday.

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