10 Must-Know Facts About Salesforce Managed Services 2024

One of the factors driving business success in this century is a relentless focus on managing customer relationships. And for this, Salesforce is excelling at it for organizations that have embraced this game-changer CRM. Be it in streamlining operations, enhancing customer interactions, or driving growth, Salesforce is the way to go.

But, along the way in your Salesforce implementation journey come complexities that might threaten the realization of the full potential Salesforce brings to on table. When such is eminent, Salesforce Managed services come in and play a vital role in ensuring the complexities are handled and managed by professionals for business continuity.

What does Salesforce Managed Services entail?

Managed Salesforce Services is guaranteed to make your business leap to success. But what exactly does it involve? What components should your business ensure a managed Salesforce service includes?

1. System Monitoring: This involves constant monitoring of the salesforce platform for anomalies or issues in real-time, such as user activity, performance, and data integrity.
2. Maintenance and Upgrades: For this, the provider is responsible for ensuring regular maintenance tasks such as backups, database optimization, and software updates. All these are aimed at maintaining a smooth and secure platform operation.
3. Troubleshooting: Troubleshooting involves prompt identification and resolution of any technical issues or errors that arise within the Salesforce environment. The provider will look for system errors or take care of user issues as well as address integration problems.
4. Security Management: The provider must ensure security management is properly executed. Tasks here include the implementation and management of security measures to protect sensitive data and prevent unauthorized access. 
5. Performance Optimization: Performance optimization includes tasks aimed at improving the performance and scalability of the Salesforce. Your provider will carry out workflow optimization, streamline processes and fine-tune your system configurations, etc.
6. Customization and Configuration: Customization of the Salesforce platform to meet the unique needs and requirements of the business. This includes creating custom objects, fields, workflows, and reports, as well as configuring user interfaces and business logic.
7. Integration Management: Managed services, including Salesforce CPQ managed services, must provide for the integration of Salesforce with other business systems that your organization might be using and applications to streamline data flow and improve efficiency. Some of the tasks your provider might carry out here include designing, implementing, and managing integrations using tools such as APIs, middleware, and third-party connectors.

Other components of Salesforce managed services that your provider should ensure are included in the deliverables include user training and support, data management, and reporting and analytics. Reporting and analytics are extremely important because they provide dashboards with actionable insights and analytics for making decisions.

10 Facts About Salesforce Managed Services You Must Know

Below are important facts about Managed Services for Salesforce that you ought to know as they are critical in helping your business understand why you need Salesforce Managed services in today’s business environment.

Salesforce Managed Services’ Growing Demand

The demand for Salesforce managed services has been on the rise lately as more complex Salesforce implementations come to light. There’s also the need for ongoing support and optimization post-implementation. As a business, you stand a chance to benefit from a team of dedicated experts availed to you by your provider, hence ensuring your Salesforce instance runs smoothly.

Comprehensive Support Is Guaranteed With Salesforce Managed Services

One of the main reasons businesses like yours have turned to Managed Salesforce services is the need for comprehensive support. This has been a driving factor for the surge in the demand for Salesforce managed services. 

Support areas include system monitoring, maintenance, troubleshooting, and performance optimization. Your provider has a team of experts whom you can leverage their expertise to proactively identify and address potential issues, minimizing downtime and disruptions for you.

Customization and Enhancements Are A Breeze

One of the key benefits of Salesforce Managed Services is that lays bare the ability for your organization to customize and enhance the Salesforce platform to meet specific needs. This is a convenience that has spiraled the demand and fame of Salesforce managed services.

Managed Service providers work closely with you to understand your unique requirements and implement tailored solutions that maximize the effectiveness of your Salesforce investment.

Salesforce Managed Services  Is Cost-Effective

This fact is undisputed. Outsourcing your Salesforce instance’s management to a Managed Services provider is a more cost-effective undertaking than hiring in-house Salesforce experts, especially as the organization grows.

Salesforce experts in all their diversities are highly in demand and maintaining one, let alone a full-house team, is a tricky business.

By leveraging the expertise of a Managed Service provider, you can save time and resources while ensuring your Salesforce platform is properly managed and optimized.

Managed Services Offers Expertise and Experience

One fact about the teams behind managed services is that they have encountered countless clients and situations that require diverse understandings and expertise in Salesforce. As a result, their wealth of expertise and experience is unquestionable.

The fact is, such teams are able to implement best practices and innovative solutions that drive value for your business and keep your Salesforce platform running smoothly.

Managed Services Ensures Proactive Monitoring and Maintenance

Just like other systems in your business that are critical in the smooth operation of your business, Salesforce instances require proactive monitoring and maintenance, and Managed Salesforce services massively excel in this area. Your provider will continuously monitor your Salesforce platform for potential issues and proactively address them before they escalate, minimizing downtime and disruptions in business.

Managed Services Ensures Scalability and Flexibility

As a business owner, scalability and flexibility must be close to heart. Managed Salesforce services offer scalability and flexibility to accommodate your changing needs. 

Once you engage a provider, scaling up operations or adapting to new market trends is hardly a problem as all the load is lifted off your shoulders by a very capable team. Such is the power of managed services for Salesforce.

Compliance and Security Is Guaranteed

Because your Salesforce system is in the hands of pros, all your instance’s compliance and security concerns are put to bed. Managed services for Salesforce are offered by experts with robust security and compliance awareness thereby guaranteeing your Salesforce platform’s regulatory requirements are met, sensitive data protected, and security risks mitigated without disrupting business continuity.

Managed Salesforce Services Provides For Enhanced User Experience

If your business is suffering a diminishing user experience, consider signing up for a managed service for Salesforce. As a rule of thumb, your service provider will channel focus to enhancing the user experience by improving usability, functionality, and performance. Consequently, your end-users will be able to effectively leverage Salesforce to achieve their goals.

Salesforce Managed Service Provide Strategic Guidance and Roadmapping

Finally, Salesforce Managed Services providers will offer you strategic guidance and roadmapping to help align your Salesforce strategies with your overall business objectives. This is a big thing considering most businesses hardly have a strategic roadmap.

Engaging a managed service provider places in your hands the complete ability to comprehensively develop your business’ roadmap that captures your Salesforce goals and initiatives that guarantee long-term success and business growth. This also covers salesforce field service management as well as other critical areas that guarantee the overall success of your business.

When Should You Consider Salesforce Managed Services

Businesses, probably yours included, often encounter business situations that demand a near-total change of strategy or direction. Within Salesforce ecosystems, Salesforce Managed Services always come in handy when business challenges threaten.

• If your business is suffering from limited in-house expertise or the costs of maintaining such in-house teams are hitting the roof, consider using managed services.
• If your Salesforce instance faces complexities in implementing certain features, abilities, or third-party integrations that require specialized, pooled skills, Salesforce managed services can help navigate this complexity, leaving your Salesforce platform aligned with your business goals and objectives.
• Whenever there’s a need for proactive support, managed services is the way to go. Not only will your system be professionally managed and supported but you end up with minimal costs at the end of the day.
• When compliance and security concerns mount up, Salesforce Managed Services will be the better option to guarantee robust security measures and ensure compliance with regulatory requirements, protecting your sensitive data and mitigating security risks.
• When your business needs to scale up yet remain flexible to changing needs, partnering with a managed service provider is the wisest option. On top of scalable solutions tailored to your business requirements, such providers also ensure your Salesforce platform can adapt to evolving business needs seamlessly.

Other times when your business might benefit from Managed Salesforce services include when you need to focus on your core business objectives and strategic initiatives, when there’s a need to maximize ROI on your Salesforce platform, etc.

Turn To Plumlogix’s Salesforce Managed Services!

As Salesforce partners and experts with years of experience building businesses on the Salesforce platform, we offer tailored solutions in our Salesforce Managed Services, designed to optimize your Salesforce environment and drive business success.

Choose from our three distinct packages: Standard, Professional, and Premium, each carefully crafted to meet the unique needs of businesses like yours. 

We will walk with you whether it’s just some small setups requiring core cloud support or large enterprises with customized needs across all Salesforce clouds. 

Our service encompass user administration, data import/export, backups, reports and dashboard creation, strategic planning, technical expertise, integration analysis, data cleansing, and more. 

Plus, with our Rent an Admin and Rent a Developer options, you gain access to dedicated resources to support your Salesforce journey. 

Still not sure how we can help? Schedule a free meeting now and we’ll be right there to help.