Salesforce managed services: what you need to maximize your investment
Posted: Tue Jan 21, 2025 4:45 am
Salesforce has undoubtedly become the best strategic tool for the growth of many companies. For this reason, it is constantly evolving and optimizing its services.
Historically, every business using Salesforce has had a de facto administrator, tasked with maintaining operations. However, as businesses grow, so do the responsibilities and capabilities required to optimally support their custom Salesforce solution, and a single administrator becomes insufficient to manage and leverage the full potential of this growth.
As a solution, Salesforce Managed Services are now being introduced, an exciting and flexible new alternative to manage and get the most out of your investment, without the need to hire additional full-time staff. Let's learn a little about these services.
What are managed services?
Managed services involves outsourcing a variety of business kazakhstan whatsapp lead processes and functionalities to streamline operations and reduce costs. In other words, it involves proactively outsourcing the management of a specific area or department outside of the employee workforce.
These managed services have their origin in the Break/Fix repair model, in which the client calls their service provider, once they find faults in their operations. While the provider can find the solution to the problem in a few minutes, it can also take time to fix the fault in question; but it does not prevent future inconveniences or errors. In fact, the essence of this model is to repair what is already broken.
However, a system failure translates into lost time and productivity, and therefore, a potential loss of revenue. Therefore, the Break/Fix model becomes inefficient, costly and obsolete for today's business world. This is where Managed Services come into play.
This new model changes the reactive approach to a proactive one, that is, it focuses on preventing possible mishaps in order to safeguard the normal course of business life, its management system and its revenue channels. To do this, it identifies problems and risks in order to generate solutions before they are developed.
What are Salesforce Managed Services?
Salesforce Managed Services is a comprehensive set of processes and activities that range from implementation to monitoring the evolution and support of Salesforce solutions in a company. Its objective is the early detection of potential setbacks that may affect customers and the operations supported by CRM.
What can be included as a Salesforce Managed Service?
salesforce-managed-services
Consulting: aimed at understanding the real needs of clients and providing customized solutions. They also suggest accurate strategies taking into account sales, marketing, customer service objectives, among others.
Implementation: All contracted services are implemented to create a unique Salesforce solution, ensuring full coverage of a client's specific business needs.
Customization and development of custom applications: Salesforce solutions are tailored to enable custom workflows, reports, email templates, etc. and make the solution work as your live business processes require. Custom applications are also created to meet the internal needs of a business.
Integration: We provide integration services for your Salesforce solution with third-party systems, in order to provide a seamless and comprehensive user experience across all contracted systems.
Optimization: Ensuring that you get the most out of your Salesforce solution requires continuous optimization of the functionalities in line with the evolution of your company and its business processes. This promotes staff productivity, facilitates workflow, and achieves a superior user experience.
Support and Evolution: Ongoing support for the Salesforce solution is offered. Managed services allow you to cut down on daily administration workloads by optimizing workflows. They also make proactive improvements to the solution before it becomes obsolete as your business evolves. Users are also trained on default and custom features so that the company can get the most out of Salesforce.
Historically, every business using Salesforce has had a de facto administrator, tasked with maintaining operations. However, as businesses grow, so do the responsibilities and capabilities required to optimally support their custom Salesforce solution, and a single administrator becomes insufficient to manage and leverage the full potential of this growth.
As a solution, Salesforce Managed Services are now being introduced, an exciting and flexible new alternative to manage and get the most out of your investment, without the need to hire additional full-time staff. Let's learn a little about these services.
What are managed services?
Managed services involves outsourcing a variety of business kazakhstan whatsapp lead processes and functionalities to streamline operations and reduce costs. In other words, it involves proactively outsourcing the management of a specific area or department outside of the employee workforce.
These managed services have their origin in the Break/Fix repair model, in which the client calls their service provider, once they find faults in their operations. While the provider can find the solution to the problem in a few minutes, it can also take time to fix the fault in question; but it does not prevent future inconveniences or errors. In fact, the essence of this model is to repair what is already broken.
However, a system failure translates into lost time and productivity, and therefore, a potential loss of revenue. Therefore, the Break/Fix model becomes inefficient, costly and obsolete for today's business world. This is where Managed Services come into play.
This new model changes the reactive approach to a proactive one, that is, it focuses on preventing possible mishaps in order to safeguard the normal course of business life, its management system and its revenue channels. To do this, it identifies problems and risks in order to generate solutions before they are developed.
What are Salesforce Managed Services?
Salesforce Managed Services is a comprehensive set of processes and activities that range from implementation to monitoring the evolution and support of Salesforce solutions in a company. Its objective is the early detection of potential setbacks that may affect customers and the operations supported by CRM.
What can be included as a Salesforce Managed Service?
salesforce-managed-services
Consulting: aimed at understanding the real needs of clients and providing customized solutions. They also suggest accurate strategies taking into account sales, marketing, customer service objectives, among others.
Implementation: All contracted services are implemented to create a unique Salesforce solution, ensuring full coverage of a client's specific business needs.
Customization and development of custom applications: Salesforce solutions are tailored to enable custom workflows, reports, email templates, etc. and make the solution work as your live business processes require. Custom applications are also created to meet the internal needs of a business.
Integration: We provide integration services for your Salesforce solution with third-party systems, in order to provide a seamless and comprehensive user experience across all contracted systems.
Optimization: Ensuring that you get the most out of your Salesforce solution requires continuous optimization of the functionalities in line with the evolution of your company and its business processes. This promotes staff productivity, facilitates workflow, and achieves a superior user experience.
Support and Evolution: Ongoing support for the Salesforce solution is offered. Managed services allow you to cut down on daily administration workloads by optimizing workflows. They also make proactive improvements to the solution before it becomes obsolete as your business evolves. Users are also trained on default and custom features so that the company can get the most out of Salesforce.