What are Salesforce Managed Services?
Salesforce Managed services encompass a range of ongoing services to help organisations effectively manage their Salesforce CRM platform. These services include administration and configuration, customisation and development, support and maintenance, training and user adoption, and strategic consulting and roadmap planning. The goal is to ensure the smooth operation, ongoing optimisation, and user adoption of the CRM, aligning it with the organisation’s business objectives and maximising the value of the Salesforce investment.
We’ve worked with
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.
3. Ongoing Service Delivery
Ongoing service delivery encompasses the actual delivery of agreed-upon services, including Salesforce administration, configuration, customisation, support, maintenance, training, and strategic consulting. This is in accordance with the service agreement and contract. It involves regular communication, collaboration, and coordination with the organisation.
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.
Speak to one of our experts
If you have any inquiries regarding our range of services or are prepared to embark on a digital transformation journey for your business, don’t hesitate to get in touch with the dedicated team at AspireCRM. Our expertise transcends industries, encompassing diverse business functions and organisations of various sizes. As one of the most established and trusted partners of Salesforce, we pride ourselves on our flexibility in delivering tailored solutions that perfectly align with the unique needs and preferences of our valued customers.