Scaling Your Business With Salesforce Admin Services: A Winning Strategy

Salesforce is currently used by more than 150,000 companies to connect with their customers. Continuing its AI+Data+CRM approach, the platform has completely transformed how businesses leverage customer data.

Salesforce now has 23% of the CRM market share, outpacing its competitors with a huge gap.

The adoption level of Salesforce to this extent has created a demand for skilled professionals who can efficiently administer and maintain this powerful tool.

However, to tailor Salesforce to do the heavy lifting for growth, businesses grapple with mounting operational costs, data quality issues, and a lack of expertise.

This is where outsourcing Salesforce administration offers specialized expertise and cost-effectiveness, allowing your in-house squad to divert their attention to big-picture strategies.

In this blog post, we’ll explore how outsourcing Salesforce admins can help in tackling these exact obstacles head-on.

How Salesforce Admin Services Streamline Your Business Operations

Outsourcing Salesforce administration services can enhance efficiency, maximize accuracy, and reduce business operational costs. Here are the key ways in which these services can transform the way you run your business:

1. Customization and Configuration

Simply put, with outsourcing it’ll be your business, your rules. With Salesforce admin services, you’re in the driver’s seat of customization. Administrators can tailor the CRM to your specific industry and workflow by creating custom fields, objects, and page layouts. This ensures that Salesforce works in harmony with your business processes, rather than forcing you to adapt to a one-size-fits-all system.

Admins are your frontline defenders of data security, setting up user access, permissions, and security settings to keep your valuable information under lock and key. They can also create custom validation rules and workflows, automating specific actions and ensuring that your team uses Salesforce in the most efficient way possible.

2. Data Management

Salesforce administrators are the backbone of data integrity management. They excel at routine data cleansing tasks, diligently eradicating duplicates, standardizing data formats, and validating information. This meticulous upkeep ensures a reliable and accurate database.

Furthermore, certified Salesforce admins can help you with seamless migrations from or between legacy systems and Salesforce instances.

3. Automation and Workflow

You know those tasks that feel like déjà vu every time? Salesforce admins can automate those repetitive tasks—like sorting out leads, sending email notifications, and keeping data up-to-date— like clockwork. This saves a lot of time and reduces the risk of human errors while keeping a check on consistency in the processes.

Outsourced Salesforce admin services also include designing and implementing efficient workflows within Salesforce. These workflows define the steps, criteria, and actions that should occur when specific events take place, ensuring that work processes move seamlessly through your organization.

4. Reports and Dashboards:

Admins can enable your team to get more out of reports and dashboards. They can create custom reports and dashboards to provide valuable insights into the performance of your business. These insights play an important role in making data-empowered decisions for your organization. This helps in enabling informed actions and strategies to enhance the overall efficiency and effectiveness of the platform.

5. User Management:

Salesforce administrators handle user management, including setting up new users, assigning roles and profiles, and ensuring that the right people have access to the right data. This strengthens security and ensures that employees can perform their roles effectively. Salesforce Admin Services include user training where admins guide your employees in using Salesforce efficiently and maximizing its potential. This reduces the learning curve for new users and ensures that your teams get proficient with the system.

6. Integration With Third-Party Tools:

A certified Salesforce admin brings a wealth of expertise in integrating Salesforce with various third-party tools and applications. Their role extends beyond mere platform management; they are the skilled orchestrators ensuring a harmonious integration between Salesforce and an array of other systems.

Your business operates with multiple tools like marketing automation software, email platforms, analytics tools, and assorted systems. Each serves as a vital piece of the operational puzzle. A Salesforce admin adeptly aligns and connects these pieces, guaranteeing a smooth and cohesive flow of data between platforms. This seamless integration eliminates the laborious task of manual data entry and significantly minimizes the risk of errors.

Moreover, these admins are stalwarts of data integrity, maintaining a vigilant eye on data consistency and accuracy across the integrated systems.

7. Streamlined Workflows:

Administrators play a crucial role in fine-tuning your workflows to minimize manual efforts, transform repetitive tasks into automated processes, and guarantee a smooth data flow within your organization. Their expertise lies in streamlining operations, cutting down on unnecessary manual interventions, and increasing productivity and effectiveness. When tasks are automated and processes streamlined, your teams can focus on what matters most—innovation, strategic initiatives, and delivering exceptional results.

8. Support and Training:

Salesforce admin services are your go-to support system, ensuring your CRM not only runs smoothly but also evolves with your business. These experts are at the ready, tackling any glitches, offering valuable guidance, and constantly fine-tuning the system for better performance.

They’re not just fixers; they’re proactive in implementing updates and enhancements to keep your CRM on top of its game. Whether it’s troubleshooting issues, offering strategic advice, or rolling out improvements, these administrators have your back, ensuring your CRM remains not just operational but continually optimized for efficiency and growth.

What to Consider When Hiring a Salesforce Administrator?

Hiring a Salesforce administrator involves several crucial considerations, such as aligning with business needs, assessing the administrator’s expertise, verifying certifications, and more. Here are essential pointers to guide you in selecting a Salesforce administrator who possesses not only the necessary technical skills but also aligns seamlessly with your operational requirements.

• Reputation and Experience: Prioritize providers with a proven track record and solid reputation within the industry. To assess their credibility, delve into online reviews and testimonials. These can offer valuable insights into the provider’s performance, reliability, and client satisfaction. Look for patterns in feedback, paying attention to how the provider handles challenges and the overall quality of their service. Additionally, seek referrals or references from businesses that have previously engaged the provider’s services. Direct feedback from others can offer a nuanced understanding of the provider’s strengths, areas of expertise, and the kind of support they provide.
• Security and Compliance: Make sure that the provider has the necessary security and compliance measures in place to protect your data. This includes things like data encryption, background checks for employees, and compliance with industry regulations.
• Communication and Collaboration: Prioritize effective communication and collaboration when outsourcing dedicated Salesforce admins. Ensure easy accessibility for queries and concerns, emphasizing a provider’s willingness to tailor their support to meet your unique requirements. Look for service providers who go beyond basic administration, offering assistance in user adoption, comprehensive training, and sharing essential documentation for maximizing their services’ effectiveness. It’s crucial to discuss project timelines upfront and address any potential time constraints to ensure a smooth workflow.
• Cost: Outsourcing Salesforce administrators can yield substantial cost savings by eliminating the necessity of hiring dedicated in-house teams. This results in reduced expenses related to salaries, benefits, and training for full-time employees. Moreover, outsourcing provides direct access to skilled professionals, allowing businesses to allocate budgets more precisely to their immediate needs. This flexibility enables companies to adopt an agile operational model, swiftly adapting resources as per evolving requirements while maintaining a cost-effective approach.

Empowering Your Business With Salesforce Admin Expertise

Understanding the complexities of Salesforce and ensuring the security of your data can be overwhelming. We’re a team of over 300 certified professionals who recognize the unique needs of various industries. Our experts live and breathe all things Salesforce and would be happy to ensure your Salesforce setup aligns seamlessly with the demands of your specific sector.

Our expertise covers a wide range of industry-grade compliance standards, including HIPAA, ISO 27001, SSAE 18 SOC 1, SOC 2 Type II, SOC 3, and more. This breadth of compliance knowledge enables us to adeptly navigate regulatory requirements across diverse industries, ensuring effective results.

We’ve completed over 200 projects, earning the trust of more than 100 Silicon Valley companies. Our commitment to addressing customer challenges is reflected in our impressive 9/10 Net Promoter Score.

Furthermore, our expertise in Salesforce Experience Cloud has led to our recognition as a ‘Leader’ by NelsonHall in their NEAT Report for 2022.

Wrapping Up

Salesforce stands as a crucial tool across diverse industries, enabling businesses to harness technology and data to achieve their goals effectively. However, beyond the challenges of operational costs and data quality issues, several other hurdles surface, including:

• Maintaining skilled personnel
• Adapting to evolving Salesforce updates
• Tackling potential system downtimes
• Aligning the platform with changing business needs and so on.

Whether opting for an in-house team or partnering with seasoned professionals, continuous training remains pivotal for optimal Salesforce utilization. Regular audits, flexibility in approach, and fostering effective communication channels stand as linchpins for seamless Salesforce administration. These practices not only mitigate challenges but also fortify the platform’s efficiency and alignment with evolving business objectives.