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10 Things to Know Before Hiring a Salesforce Managed Services Provider

By Tracy Utterback |May 11, 2022
Customer Relationship Management (CRM)SalesforceTech Talk

Once you have Salesforce up and running, it’s important to have a strong team able to handle issues that will arise as you use the product. These could be bugs in the system, broken or new integrations, or new features needed to maximize your success. A Managed Services team should be by your side as you navigate Salesforce for your company. So, what should you look for when selecting a Salesforce Managed Services provider? Here are 10 things to keep in mind:

10 Things to Know Before Hiring a Salesforce Managed Services Provider

1.Make sure the company has experience with Salesforce. This may seem like a no-brainer, but you’d be surprised how many companies try to offer Salesforce Managed Services without actually having any experience with the platform. When choosing a Salesforce partner, look for a company with a proven track record of success. In addition, they should have a team of experienced Salesforce consultants who can help you every step of the way, from initial implementation to ongoing optimization.

2. Choose a company that offers a comprehensive suite of services. You should look for a provider that provides Salesforce consulting, implementation, customization, and support services. This way, you can ensure that your Salesforce environment is always up-to-date and compliant with best practices. Choosing a comprehensive Salesforce provider will save you time and money in the long run.

3. Make sure the company has a good reputation. Take some time to read online reviews and see what other businesses have said about the Salesforce Managed Services providers you’re considering. A company’s reputation can tell you a lot about the quality of its services and how they treat its customers. That way, you can make sure you’re working with a company you can trust.

4. Choose a company that’s transparent about pricing. You should be able to get a clear idea of how much the Salesforce Services will cost before you commit to anything. That way, you can be sure that you’re getting the best value for your money. The last thing you want is to be surprised by hidden fees or unexpected costs. So always ask about pricing before you agree to Salesforce Managed Services contract from any company.

5. Make sure the company has a solid support infrastructure in place. You should be able to get help when you need it, whether that’s via phone, email, or live chat. A reputable Salesforce Managed Service provider should be clear about support hours and turnaround time for issues. A reputable Salesforce Managed Service provider will be upfront about pricing, so you can decide whether or not their services are right for your business.

6. Choose a company that’s willing to tailor its services to your needs. You’ll want to choose a Salesforce provider that’s willing to work with you to create a customized support package. Your needs might not be the same as other companies, and you want to be sure that you’re getting the most out of your Salesforce investment and that your sales team has the tools and support they need to be successful.

7. Always ask for references. Whenever you’re considering working with a new Salesforce Managed Services provider, it’s important to do your due diligence to make sure they’re a reputable company with a good track record. One of the best ways to do this is to ask for references and case studies from past clients. This will give you an idea of the quality of work the company is capable of and whether or not they’re likely to be a good fit for your needs. If the Salesforce Managed Services provider you’re considering can’t provide any references or case studies, that’s a red flag that you should look elsewhere.

8. Make sure the company is flexible. As a business owner, you know that things can change quickly and unexpectedly. That’s why it’s important to choose a Salesforce Managed Services provider that is flexible and willing to change with you. A good Salesforce provider will be able to adapt to your changing needs, whether that means adding new features or scaling back on services. By choosing a flexible and adaptable Salesforce provider, you can rest assured that your Salesforce needs will be taken care of, no matter what changes come your way.

9. Choose a company that you can trust. This is perhaps the most important thing to consider when choosing a Salesforce Managed Services provider. You’ll be sharing sensitive data with this company, so it’s crucial that you feel like you can trust them implicitly.

10. Make sure to understand the security infrastructure and privacy policies of your Salesforce Managed Services vendor. The last thing you want is for sensitive customer data to fall into the wrong hands. A good vendor will have robust security measures in place to protect your data, as well as clear and transparent privacy policies. By taking the time to do your due diligence upfront, you can rest assured that your data is in good hands.

Do some research and take your time before making a decision – it’s essential that you choose the Salesforce Managed Services provider that can help your business grow. With these ten things in mind, you’ll be well on your way to finding the perfect partner.

If you’re looking for a comprehensive, reliable Salesforce Managed Services provider, we would be happy to discuss our offerings with you. Our team has years of experience working with Salesforce and can provide your business with the support it needs to thrive. We understand that every business is different, so we tailor our services to fit each client’s specific needs. Plus, we have a strong reputation for providing quality service. Contact us today to learn more about how we can help you take your business to the next level!

Tracy Utterback

Tracy grew up in Western Loudoun County, VA, and has lived in WV for almost 20 years now. She has over 15 years experience working on CRM-based projects, and has been a part of close to 100 CRM Implementations. Tracy also has extensive knowledge in areas such as Salesforce Sales Cloud and Marketing Cloud as well as 3rd party integrations, data migrations and the release management process. Tracy says the most rewarding part of her career has been helping customers achieve their goals and to build long term relationships. Tracy is a cat lover and has several, and also enjoys being outdoors as much as possible.

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