G2

Harrison O.

Head of Revenue Operations

Mid-Market (51-1000 emp.)

7/24/2022

"Delegate's approach offers a unique method to consulting work"

4.5/5

What do you like best about Delegate?

Delegate takes the time to understand your business. More so than standard consultants it felt like they cared about the final result. They built things for scale and were careful on their decision making. Overall it felt like I had a true internal resource/partner over a one time professional service fee. Review collected by and hosted on G2.com.

What do you dislike about Delegate?

I would say the one item I wish Delegate focused on more was their resource allocation. They give you one admin and mainly have you work through them. I would like to see them rotate in different SME's depending your question more frequently to the weekly (i.e. I am discussing Salesloft, lets bring in a Salesloft expert). Review collected by and hosted on G2.com.

Recommendations to others considering Delegate:

Strongly recommend Delegate for Salesforce operational + admin work. Review collected by and hosted on G2.com.

What problems is Delegate solving and how is that benefiting you?

We recently rolled out Salesforce from scratch and started our implementation with a traditional consultant approach. I would say the experience was disappointing for a few reasons:

-Very low availability

-Lack of best practicies and guidance.

-Churn/Burn or check the box type model. Things were done in a rushed manner (i.e. not built for scale) just to meet a deadline.

We switched over to Delegate after being disappointed with the prior experience and they had a more unique model. They offer an in-house resource that you pay a monthly fee to keep online. This way you get support for as long as you want and it is a good deal cheaper than the pricing we were given with the other consultant. Additionally, it was a completely different experience:

-High availability. Consistent weeklies and checkpoints. They also set up slack to keep communication tight/

-Strong guidance on how we should structure our business. Took the time to learn and understand our business and then provided optionality on solutions so we could arrive at the best one.

-Methodical approach. They advised us to slow down in certain areas vs moving quickly so we got things right on the first go around. Review collected by and hosted on G2.com.