Strategize at The Speed of Light: Salesforce Managed Services

Jenna Trott  |  SEPTEMBER 28, 2023  |  5 Minute Read

Attention Financial Service Companies

In the ever-changing world of business technology, the old adage that “change is the only constant” has never been more true. These days, innovation surges forward at breakneck speeds, where the adoption of advanced technologies like Salesforce’s AI revolution is paramount – making relying on annual or bi-annual strategy approaches no longer sufficient. The fact of the matter is, that if you’re not strategizing at the speed of light, you’re falling behind. However, staying in sync with the rapidly changing tech world can be quite the balancing act for businesses. They’re not only tasked with juggling meeting customer needs, exceeding their targets, and ensuring the smooth operation of day-to-day processes but also keeping an eye on the bigger technological picture. That’s where Salesforce Managed Services comes in. It’s no longer just a “nice to have” component; it’s the secret weapon to keep your business needs to stay ahead of the game.

What Are Managed Services?

There’s a lot that goes into Salesforce Managed Services, but ultimately, it serves as a way for businesses to supplement their workflows and operations. From strategic planning to keeping pace with the latest technological advances through Salesforce system updates, these services offer revolutionary transformations for your business. It goes beyond mere optimization, instead ensuring that your Salesforce ecosystem becomes a driving force rather than an obstacle to your operations. What’s more, they stand as unwavering pillars of support, providing essential post-go-live assistance – giving your team the confidence needed to propel your projects forward.

Managed Services also offers customizations tailored precisely to your unique business needs, meticulous data clean-up for precision, and the invaluable insights of Subject Matter Experts converge to elevate your Salesforce initiatives. Bottom line? Managed Services acts as your trusted compass, aiding you in the expert navigation through the intricate terrain of technology, automating processes for efficiency, and delivering unwavering support throughout. It goes beyond mere luxury to instead act as an indispensable necessity in a world where technology fuels progress and defines success.

Okay – but how exactly does this help businesses? Let’s take a look.

The Need for Continuous Adaptation

In the ever-changing landscape of business and technology, companies are in a constant state of evolution, and with this evolution comes a natural evolution of their needs. In today’s business environment, we witness an ongoing series of shifts, a growing web of complexities, and the ever-present backdrop of macroeconomic challenges. The added dimensions of sustainability pressures and emerging opportunities only serve to intensify this intricate reality. In the face of such a dynamic and multifaceted landscape, the call to action is clear: businesses must adopt an agile strategy that can swiftly adapt to these ever-changing tides.

This reality is emphasized by statistics that paint a revealing picture: only 21% of companies have advanced their strategy development to integrate technology effectively. This leaves a staggering 79% of companies at risk of falling behind in the technology race. If you believe your company’s approach to strategy falls within that 79%, it’s time to rethink your game plan.

How can Salesforce Managed Services help?
In addition to three seasonal Salesforce updates a year, the powerhouse company regularly improves and tweaks products and service offerings to elevate the experience of their customers. Salesforce Managed Services can provide companies with a dedicated team of experts who are well-versed in the latest Salesforce updates and emerging technologies. This not only ensures that your Salesforce ecosystem stays current but also helps you leverage new features and functionalities to keep you at pace with innovation.

Mastering the Art of Insights

It’s often said that “data is king” – and for good reason. Data is the beating heart behind any successful business, offering invaluable insights and opportunities for growth. Every click, purchase, and interaction generates a treasure trove of information that, when harnessed effectively, can revolutionize decision-making, drive innovation, and enhance customer experiences. Yet, an astonishing 82% of companies are basing their decisions on outdated information, with 85% acknowledging that relying on this bad data is resulting in incorrect decisions and lost revenue.

How can Salesforce Managed Services help?
One of the key strengths of Salesforce Managed Services professionals is their ability to seamlessly integrate AI, analytics, and automation into a company’s Salesforce ecosystem. This integration isn’t just about collecting data; it’s about transforming it into actionable insights.

Here’s how:
Real-time customer interactions are analyzed, uncovering trends and issues as they emerge
Historical data patterns are scrutinized, providing valuable insights for strategic choices
Automation streamlines routine tasks, freeing up resources for strategic endeavors

In essence, these services help empower companies to harness the immediate power of data, turning it into a competitive advantage in today’s fast-paced digital landscape.

The Power of a Strong Digital Core

But let’s not forget – having meaningful insights and a nimble system is just the beginning. For businesses that have taken the Salesforce plunge, getting it right from the start is crucial. Otherwise, it’s like building a house on a shaky foundation – sooner or later, it’s bound to crumble. This entails the effective deployment of various technological elements, including cloud computing, data analytics, and artificial intelligence (AI). It also means ensuring interoperability across systems and dismantling of data silos. Without a robust foundation, businesses face more than just falling behind the competition. They run the risk of crippling inefficiencies, inaccurate data, and functionalities that simply don’t perform as they should. In essence, this foundation is not just a supporting structure; it’s the linchpin holding together a business’s operational integrity and competitive edge in the ever-evolving tech landscape.

How can Salesforce Managed Services help?
Salesforce Managed Services emerge as the architects of a strong digital core for businesses, effectively erasing the hindrances of data silos and streamlining critical information. They play a pivotal role in orchestrating the seamless migration of essential data, ensuring that nothing vital is left behind or lost in transition. Moreover, these services offer a guiding hand in the labyrinth of integration and implementation, ensuring that the intricate pieces of technology fit together seamlessly. This meticulous approach not only enhances operational efficiency but also provides a superior foundation for businesses to build upon.

Finding Your Salesforce Managed Services Match

Choosing the right Salesforce Managed Services professional is crucial to the success of your technology strategy. Companies should consider:

Expertise and Experience: Assess the professional’s expertise and experience in Salesforce. Look for certifications and a track record of successful projects.
Range of Services: Ensure they offer the specific services your company needs, whether it’s implementation, optimization, or ongoing support.
Client References: Request client references and case studies to gauge their past performance and client satisfaction.
Customization: Evaluate their ability to tailor solutions to your unique business requirements.
Scalability: Consider whether their services can grow with your business as it evolves.
Service Level Agreements (SLAs): Review SLAs to ensure they align with your business needs and expectations.
Feedback and Reviews: Look for online reviews and feedback from other clients to get an idea of their reputation in the industry.
Continuous Improvement: Inquire about their commitment to staying up-to-date with Salesforce updates and industry best practices.

By carefully considering these factors, companies can find the right Salesforce Managed Service Professional to support their Salesforce ecosystem effectively.

Why AGG?

Access Global Group is a Salesforce Summit (Platinum) level partner with nearly two decades of experience in Salesforce support, maintenance, and management services. Our team of certified experts knows Salesforce inside and out, meaning that when they come to you, no stone is left unturned and any conflicts are quickly addressed with agility and accuracy. With 5-star ratings on the Salesforce Appexchange and G2, our team offers a unique blend of global deployment expertise coupled with the agility of a boutique firm and a one-of-a-kind project methodology that places our clients at the forefront of every decision. Your successes are our successes, so we’re dedicated to providing solutions that align with your evolving requirements and aspirations.

Did you know? Companies that have a strong digital strategy are 2.3 times more likely to outperform peers in terms of revenue growth and return on invested capital across all industries.

What are you waiting for? Let’s get started!

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