Why Companies Need Salesforce Managed Services?
Salesforce Managed Services is a tailored approach to enabling businesses to fully utilise the power of Salesforce, it offers a flexible, scalable, and economic solution to the management of the platform.
A Managed Services support package covers a comprehensive set of activities including user management, customisation, process development, reporting and analytics to ensure optimum performance of the platform.
A Salesforce Managed Service Provider (MSP) provides access to a team of certified experts and ensures your use of Salesforce genuinely improves your business.
Let us manage Salesforce while
you grow your business
Key Elements
Consulting
Part of ensuring long-term success for your business is making the most of the technology you use. Salesforce can accomplish a great deal straight out of the box but rarely does a standard system accommodate a typical business.
Advising on changes to Salesforce, evaluating AppExchange products for integration, performing business analysis, producing findings and recommendations reports all help you make the right decision now to ensure your continued success.
Customisation
Whether it’s changing screen layouts, reports and validations or creating bespoke modules you need Salesforce professionals who can change Salesforce to accepted industry best practice and your unique business needs.
However, not all Salesforce administrators have development skills and fundamentally, Salesforce Flows, Apex Triggers and Lightning Web Components require professional development skills. With a Managed Service support package, access to Certified Salesforce Developers are bundled in.
Integration
Ensuring Salesforce connects seamlessly with external systems is essential in this world of cloud based based systems. Whether it’s an accounting system needing updates from closed opportunities or a requirement to produce a Docusign pdf automatically based on Salesforce data, a MSP can provide the technical know how to get the job done.
Data Management
When it comes to effective data management, you need access to Salesforce professionals who know really what they’re talking about.
Whether it’s for data compliance, user efficiency or just keeping up with your changing business model, a MSP will typically have a Salesforce Architect to ensure your system is adapted to your business correctly.
They work hand in hand as part of your support team to ensure your data model in Salesforce represents your business needs and processes while adhering to Salesforce standards.
General support
User management, layouts, validations, data loads, advanced reporting, Apex and Flow issues are all looked after when you outsource your Salesforce administration to a MSP. Monthly reports for usage and performance also provide you insight as to how well your MSP is doing in providing the service.
Key Reasons
There are many reasons why companies need managed service providers. Some of the reasons are listed below:
Cost Saving and flexibility
Every implementation is unique with differing levels of user ability and system requirements. However, most smaller businesses do not require a full-time Administrator and could instead benefit from expertise on demand in the form of managed services. Managed Service support packages allow for businesses to access certified professionals as needed based on their implementation and business requirements, in turn saving the cost of a full-time Administrator.
Beyond cost-saving, Managed Service packages allow businesses to access a wealth of knowledge far beyond a typical Administrator. Systep Salesforce Managed Services provides businesses with access to Certified Advanced Administrators, Developers, Consultants, and Architects!
Enforcing Best Practice
Salesforce MSPs provide businesses with a wealth of knowledge and an impressive team of certified Salesforce experts, all of whom have extensive experience adhering to and implementing Salesforce best practice. Salesforce is a unique CRM platform with an impressive range of features, all of which require an in-depth understanding of in order to implement properly and utilise to their full extent. Adhering to best practice is essential to ensuring success on the platform for both present and future business needs.
Architectural Review
Business requirements will change and develop as a business grows, the original implementation of Salesforce might in turn need to develop alongside it. This is where Architects step in, an architectural review will highlight key aspects of current implementations that maybe require refinement, customisation, or potentially a complete redesign to ensure they meet business needs and can scale as a business grows. Whether you are just starting out on the platform or have a mature implementation, it is essential to ensure the architecture of your Salesforce implementation is aligned to your business needs and will allow your business to scale securely and efficiently.
Access to certified Developers
Administrators can often offer certain levels of development expertise, however, there is a clear distinction in the Salesforce ecosystem between a Developer and Administrator. For businesses looking to introduce some bespoke customisation to their system, instead of posting yet another advert on LinkedIn, Indeed, or going down the route of using a recruiter, they can simply request expertise from their managed service provider in the form of a Developer. Each service provider is of course unique and may not offer development services in your package, Systep however does!
Improving user adoption
Businesses that have recently implemented Salesforce may be struggling with user adoption, some employees may be stuck in the old ways of working, others may not have found time to learn how to use the platform. Whatever the reason may be, ensuring user adoption is essential to getting the most out of your implementation. Managed service providers will often include user training to help improve user adoption and ensure the system is being used properly and to its full extent. This again is a service Systep’s Salesforce Managed Services provides.
Additionally, managed service providers can implement a user Adoption dashboard. This dashboard will provide an overview of user activity and allows businesses to keep track of user adoption.
Enforcing the highest security standards
The Salesforce platform is built on trust and security. Over 150,000 businesses around the world trust Salesforce to safeguard their data in the cloud. The platform has an extensive range of built-in security features, all of which help to keep your data safe.
Managed service providers reinforce this security by bringing together a wealth of experience ranging from Advanced Administrators, Developers, Architects, and Consultants all of whom have extensive experience implementing, configuring, and developing the Salesforce platform. This combined experience is key to ensuring your implementation scales securely and meets your business’s needs.
Summary
Salesforce is an ever-evolving platform with a range of new features being added and developed with new releases occurring three times a year.
For a typical Salesforce Administrator, it can be quite difficult to stay on top of all the platform enhancements and improvements whereas a Salesforce MSP will have a team that focuses exclusively on Salesforce.
Using managed services is an effective and affordable way to manage your Salesforce system. Whether you’re a start-up or an established SMB, outsourcing your Salesforce administration will almost always cost less than a full time administrator.
Are you looking for a Managed Service provider? Speak with a certified Salesforce expert today.