What are Salesforce managed services, and what does it include?

Providers of Salesforce Managed Services can help maintain updates and system security, mitigate issues before they become problems, and oversee the evolution of your system to support your organization’s development and growth.

The rising demand for Managed services comes from Salesforce becoming one of the most used sales, marketing, customer success, and business operations tools. Using it, providers can detect problems early on and take immediate action. In many cases, it allows companies to get ahead of the problem and correct it before it has the potential to disrupt the team or customers, hamper pipeline, or cripple revenues.

What is Salesforce Managed Services?

With Salesforce Managed Services, businesses can run and manage Salesforce CRM more efficiently. Many organizations lack the skills or resources to regularly review and optimize their CRM, add enhancements to it, and modernize it with new releases. Salesforce managed services to address this issue and include a comprehensive set of activities from consulting, deployment to providing expert resources. Managed service is comprehensively designed to prevent problems before they affect business operations.

Using their expertise, your business team will stay on top of the latest upgrades and functions so that the efficiency of all your processes is maximized within a specified timeframe and budget. By using Salesforce Managed Services you can turn your underperforming processes into assets.

Who are managed services for?

While you might think that managed services are only for large companies with large budgets, let us assure you that this is not the case. Packages of Managed Services can be tailored to meet the needs and budget of businesses — no matter large or small.

With effective systems, small and medium enterprises can optimize their overhead and grow their businesses.

Area Covered by Salesforce Managed Service Providers

Salesforce Managed Services cover a range of activities from implementation, support, and evolution that aims to prevent system issues from affecting users and Salesforce-supported operations. Salesforce Managed Services typically cover the following areas:

Consulting — The consultants will gather the business requirements and configure them according to Salesforce’s best practices. Depending on the use case, they know exactly how to customize or which features to use.

Administration — Your MSP’s Salesforce administrators will handle all bug-fixing, patching, etc. They ensure the system is problem-free so you are able to focus only on the job, rather than on the IT overhead.

Planning and implementation — MSP teams hold workshops, collect requirements, and create realistic deadlines to implement Salesforce products. Some of your business needs might not be covered by Salesforce products, so you may also require Salesforce Apps from AppExchange, which are also handled by the MSP team.

Support — You might have millions of questions popping in your head or face disruptions after you start using your system. Support experts of MSP handle the issues quickly and efficiently, according to the agreement between the two parties.

Customization/Enhancements — MSPs can create customized apps or workflows based on your business’ needs. You can easily integrate it with Salesforce, which will simplify your daily routines.

Integration — You might already be using a system to store certain information and want to integrate it into Salesforce for a more seamless experience. Your MSP can handle all these integrations and make sure they fit your business needs and requirements.

Data Management & Documentation — You can configure several workflows and create multiple policies for backups, etc. All of these need to be documented properly for future reviews and management. MSPs could perform this task for you. Additionally, the MSPs could set up the reports/dashboards for you and send the KPIs to your CXOs in a timely fashion.

Training — You could train all your teams within Salesforce. Keeping records in this way ensures consistency and smooth operation between teams. In the end, the customer will have a better experience

Health Check — MSPs can perform constant health checks in which they compare your organization’s health with industry standards. Being proactive in this way allows you to make informed decisions.

Salesforce Managed Services is a flexible, cost-effective, and efficient way to handle your Salesforce environment. Managed services would be the right solution for your organization if it lacks Salesforce expertise, finds it challenging managing Salesforce, or needs expert assistance in utilizing Salesforce CRM optimally.

With over 200 Salesforce-certified consultants at AblyPro, we have built a solid practice. We offer Managed Services that include Salesforce expertise, a diverse resource pool of certified experts, and flexible engagement models. For Salesforce Managed Service requirements, please contact us.

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AblyPro provides Salesforce CPQ and FinancialForce managed services with the capacity and capability of maximizing your Salesforce platform.