Salesforce Managed Services

1. Assessment and Planning 

A thorough assessment of the organisation’s Salesforce CRM implementation and creating a comprehensive plan to address any gaps or areas of improvement. This typically includes reviewing the current state of the CRM platform, identifying any issues, challenges, or opportunities for optimisation, and defining the scope of services required to meet the organisation’s goals.

2. Service Agreement

This encompasses defining services, roles, SLAs, pricing, contractual terms, and expectations. The agreement serves as a legally binding document for clear rights, obligations, and accountability. It provides a comprehensive framework for ongoing CRM consultancy services to ensure alignment and delivery of managed services for successful CRM implementation.

4. Regular Monitoring and Reporting

Aspire CRM monitors system health, data integrity, user adoption, and key metrics. Data analysis identifies trends, patterns, or issues, with reports highlighting findings and recommendations for improvement. Regular sharing of reports provides insights into managed services’ effectiveness, and progress towards goals, fostering ongoing alignment through a feedback loop.

5. Improvement and Optimization

This may involve ongoing customisation, development, and process improvement based on monitoring and reporting insights, as well as staying current with Salesforce releases and best practices. Continuous improvement is vital to maintain an efficient, effective CRM platform aligned with the organisation’s goals throughout the managed services engagement, ensuring optimal performance and results.