Salesforce is undoubtedly the best CRM to date. It contains a comprehensive list of features and supports numerous third-party tools which can make business management a wholesome easy job for your organization.
While Salesforce can transform the way you manage customers, its optimization can be difficult due to various reasons. Firstly, most businesses spend huge investments in the implementation phase leaving them with constrained budgets for CRM optimization. Secondly, managing Salesforce on your means full-time spending on resources and IT infrastructure.
Salesforce Managed Services can be a great way forward to overcome budget and resource limitations in CRM management. Under Managed Services for Salesforce, you have a remote team that administers your CRM and provides ongoing support.
You can avail of managed services for the following requirements:
1. Consulting
A deep process analysis by experts can help you build a sustainable strategy for your CRM. Salesforce consultants recommend changes in CRM after a comprehensive process and data analysis and pass them to developers. Some of the major changes include data migration, app integration, change in workflows/triggers, introducing new app layouts, etc.
2. Implementation
To use Salesforce products optimally, planned implementation is required. Salesforce-managed service providers set up processes, data architecture, app design, and deploy those apps to the Salesforce ecosystem. With planned implementation, you can centralize processes and get rid of data silos that would otherwise limit your efficacy.
3. System Management
From data validation, error handling, authentication management to report generation, an administrator has to perform hundreds of activities daily. With a dedicated expert in your team, you no longer have to discuss anomalies or declining system KPIs with in-house experts. Moreover, since your team gets their queries resolved quickly, it reflects in their performance.
4. Customization
If you are having trouble in setting workflows, dashboards, campaigns, then managed services can be a good option for you. Salesforce professionals make use of point-and-click tools to build custom dashboards, reports, and app layouts as per process requirements. Based on your frequency of customization, you can hire experts on a fixed contractual basis/hourly basis under managed services.
5. Integration
Your Salesforce system needs to be integrated with day-to-day work apps be it on-premise or cloud software. Salesforce Managed Services help you integrate ERPs, accounting software, HR systems, and other apps securely ensuring data is bi-directionally synchronized. With better data access, users no longer would need to switch between apps now and then.
6. Training and Support
Salesforce experts conduct training sessions so that teams are well equipped to use Salesforce features. Training also promotes quick CRM adoption among users. Managed service experts also check the stability and performance of the system and work closely with teams for quick redressal.
Bottomline
Managed services are a cost-efficient way to administrate and optimize your enterprise CRM. It also takes you away from unnecessary worries about pending updates and customization. With experts working as an extended part of your team on flexible time schedules, you no longer have to abandon support and management for Salesforce.
Need our support for Salesforce administration? Visit our Salesforce Managed Services page and fill out the available form.
Source: 6 Key Activities Under Salesforce Managed Services
