Improve Your Salesforce Experience With the Help of Managed Services

The use of Salesforce is growing rapidly among businesses across the globe, making it easy to engage with customers. The CRM has become the top strategic tool for the growth of multiple businesses. However, new features, regular updates, and also the initial transition of using Salesforce can be a bit tricky and challenging for many people. This is where Salesforce Managed Services come into play. The services help professionals in dealing with challenges that might arise while using Salesforce.

Every business that uses Salesforce has an administrator in place for the purpose of maintaining operations. Nevertheless, as the business grows, the capabilities and responsibilities for optimally supporting the personalized Salesforce solution also grow. It becomes challenging for a single administrator to manage and exploit the complete potential of the business growth. Managed Services for Salesforce provide a flexible and exciting alternative to gaining maximum benefits from your investment without having to hire a full-time staff.

What Areas Are Covered Under Salesforce Managed Services?

The managed services cover activities like implementation, support, and evolution that help prevent system issues from negatively impacting users and operations supported by Salesforce.

Here are the important areas covered by Salesforce Managed Service Providers:

• Consulting

Salesforce consultants collect the business requirements and configure them in accordance with the best practices of Salesforce. They know which features to use or how to customize depending on the use case.

• Administration

The Salesforce administrator of your Managed Service Provider

take care of things like patching, bug-fixing, etc. They make sure that the

system is free of problems and you get to devote your time only to the

important business aspects instead of spending it on the IT overhead.

• Planning and implementation

To implement Salesforce products, the Managed Service Provider (MSP) teams gather requirements, conduct workshops, and draft realistic guidelines. Some of the needs of your business might not get covered by Salesforce products and you may need Salesforce Apps from AppExchange which are handled by the MSP team as well.

• Support

You might encounter certain disruptions after starting your system or have multiple questions about it. Salesforce support services handle the issues effectively and quickly so that your CRM keeps running smoothly.

• Customization

Managed service providers are adept at creating customized workflows or apps depending on the needs of your business. You can integrate those apps with Salesforce to simplify your everyday routines.

• Integration

You might already have a system in place for storing information and plan to integrate it into Salesforce for a better experience. Your managed service provider is adept at handling these integrations and ensuring they match well with your business requirements and needs.

• Data Management & Documentation

You get to configure multiple workflows and devise policies for backups. These are needed to be documented properly for management and future reviews. Managed service providers can easily carry out this task for you. Also, MSPs can set up dashboards or reports for you to send the KPIs to your CXOs on time.

• Training

You get to train your teams within Salesforce. When you maintain records in this way, you can ensure seamless operation and consistency between teams. All this results in a better customer experience.

• Health Check

Salesforce Managed Service providers can carry out constant health checks on your CRM. This helps them compare the health of your organization with industry standards. Ultimately, you are able to make informed decisions for the growth of your business.

Benefits of Salesforce Managed Services

• Access to Niche Expertise

Salesforce managed service providers are equipped with a team of experts in multiple fields like business operations, data analysis, KPIs, etc. Thus, your business receives access to niche expertise for Salesforce services for problem-solving and mapping out the objectives of your company. The expert team members with their diverse backgrounds and unparalleled awareness in providing solutions to business problems help in mitigating risks and improving the efficiency of business operations.

• 24/7 Remote Availability of Services

Salesforce managed services provide clients with round-the-clock support for their Salesforce-related issues. Whereas, in-house specialists of Salesforce have fixed working hours wherein they ensure their availability. This makes managed services a better option for organizations. The experts in managed services resolve issues and provide answers to queries as soon as possible. The efficiency and speed of managed services are incomparable and class apart from other services.

Access to remote services is another vital feature of hiring Salesforce Managed Services. Salesforce is a cloud-based platform that can be easily managed remotely. Thus, no in-house staff and infrastructure are required.

• Scalability

Managed services for Salesforce offer convenient options for the purpose of scaling services. Your Salesforce consultant makes your business needs and demands their priority. With the help of managed services, you also get to select a single package that equips customers with comprehensive services that come with a bigger team of consultants.

The scope of scaling services with the help of in-house consultants can’t be easily realized unless your business hires additional resources. This is because a single individual can’t handle multiple responsibilities on their own. When a consultant is hired for a particular role, it becomes challenging to attain the flexibility of scaling operations.

• Cost-efficient

Hiring a full-time Salesforce specialist can be a costly affair for businesses. Since mastering the Salesforce platform requires high-level training, hiring a full-time specialist will charge you a lot. And, the updates of Salesforce are critical for some months, and for the rest of the months, not so critical. Thus, a salaried professional that works full-time is not a requirement. Your company also does not need to invest in the recruitment and training of the employee.

Salesforce managed service providers equip customers with the flexibility of service so they don’t have to pay when the service is not needed. Service providers also operate on an hourly basis which makes for a convenient option for businesses that have a budget constraint. You can select when you need to utilize the services and save money that you might have spent on an in-house consultant or a monthly subscription.

• Increase sales

Salesforce support services are adept at performing Salesforce operations which help a company get a better scope in other areas. The company depends more on the Salesforce platform instead of spending money on hiring specialists. With the help of managed services, you get to save time and money that you can invest in other sales-related operations.

• Constant Updates

Security issues of Salesforce can be easily resolved with the help of regular updates. Patches in the security framework are one of the chief issues businesses encounter in staying afloat. By using Salesforce managed services, businesses get to receive continuous updates that assure security. The key changes are updated on an immediate basis and the distinct tasks are handled in an automatic manner.

Every year, Salesforce comes up with three new releases to continuously evolve and boost the functionality of its products. The managed service providers with their team of experts provide an effective approach for handling the Salesforce features, workflow, and employee data management.

• Support for the IT staff

Managed services for Salesforce help identify and handle IT-related matters smoothly. This reduces the burden on IT professionals and for small businesses, the burden gets entirely eliminated. The IT network of the company can be easily monitored by Salesforce services. This makes way for the in-house IT staff to get involved in other important areas like building better and smoother processes.

• Customized solutions

The innovative solutions of Salesforce like Sales Cloud, Service Cloud, and Marketing Cloud shorten the time involved in system implementation. A company can use these solutions within a few weeks of launching its project. At times, small modifications are sufficient for adjusting the system as per the needs of the customer.

With the flexibility provided by Salesforce, you can also make advanced customizations to build your solutions on the Salesforce platform from scratch. For maintaining a highly customized system and ensuring its expansion, it is important to have the support of an experienced managed services partner. A Salesforce specialist can help you effectively manage your custom Salesforce solution and make way for its further advancements.

• Ongoing platform improvement

Things included in the agreement of Managed Service depend on the arrangement between the vendor and the customer. Generally, the agreement includes development and maintenance. Since Salesforce is a rapidly growing platform, it is beneficial to include the development aspect in your contract.

Salesforce specialists regularly attend organized conferences to keep themselves updated on Salesforce technology and get access to new ideas. Your team of managed services will be equipped with a professional who can help your organization grow in the industry with their knowledge of current trends. In your service agreement, you can also include the role of a Continuous Improvement Consultant who will keep an eye on all the recent developments.

In conclusion

When you allow Salesforce to handle the myriad processes of your company, you can utilize the saved energy and time on your vital sales and marketing strategies. Opting for Salesforce Managed Services guarantees you a great market presence and helps you stay ahead of your competitors. You receive insights into the distinct aspects of your company and become future-ready.

Case in Focus:

Japanese Manufacturer Achieved Shorter Sales Cycle and Maximized Deal Size Through Implementation of Salesforce Sales Cloud and CPQ

One of the largest manufacturers of meteorological technology and precision measuring instruments needed to create a unified sales platform for a quick quote-to-cash process for 2000+ products. Damco implemented the Salesforce Sales Cloud and configure, price, quote (CPQ) solution to provide accurate pricing faster with any given product configuration scenario. Read more