Do More With Your CRM: How Custom Salesforce Managed Services Can Help You Grow Your Business

November 21, 2023

CRM has been the backbone of all customer-facing activities including sales, marketing, and customer service.

Therefore, scaling your CRM  operations is a vital step for growing businesses that want to stay relevant and outperform the competition. As your customer base expands as per your business strategy, managing your CRM platform like Salesforce becomes more challenging. This is where custom maintenance and support of the Salesforce CRM a.k.a Salesforce Managed Services come into the picture, providing a strategic solution to effectively scale operations, boost output, and promote long-term growth. Managed services can be easily customized to meet the distinctive needs of businesses and can include a huge range of services, such as integration services, development services, and support services.

The Increasing Complexity of Salesforce Operations

The complexity of managing a Salesforce ecosystem grows as a business grows. A formerly simple CRM solution may develop into a complex platform that supports a range of business operations. This intricacy makes maintenance, customization, and optimization challenging and calls for specialized knowledge and resources.

●     Growing Data Volume and Customization Requirements

With the expansion of your customer database, the data volume within your Salesforce platform grows at a high rate. Also, the requirement for customization to meet particular business needs increases. When there is no effective management, this growth can result in data inconsistencies, performance issues, and poor user experience.

●     Integration of New Technologies

To improve efficiency and gain a competitive advantage, businesses continuously use new technologies. Integrating these technologies with the Salesforce platform can be a complex and time-consuming process that requires specialized expertise and knowledge. 

  • Addressing More Complex and Critical Issues in Salesforce CRM

Usually, Salesforce-using businesses have in-house tech teams or Salesforce administrators to solve their day-to-day issues while making enhancements in the Salesforce system to adhere to the business requirements. But, as a business starts growing, the in-house tech team or Salesforce team starts facing more complex issues which can create disruption in the customer-facing processes. Most of the time, the in-house teams are not equipped with the right knowledge, skills, and experience to address such issues. This can lead to a decrease in customer satisfaction, revenue, and overall brand equity.

How Does Salesforce Managed Services Help?

To overcome the difficulties in scaling Salesforce operations, businesses are using Managed Services for Salesforce. These services offer a comprehensive solution for effectively managing, optimizing, and improving your Salesforce environment.


1.   Maintenance and Support

Salesforce-managed service providers provide preventive maintenance and support to make sure your Salesforce platform runs at peak performance. Frequent system monitoring, health checks, and updates help discover potential problems before they can affect your business operations. This proactive approach guarantees a flawless user experience for your team while minimizing downtime.

2.   Customization and Development

Salesforce Managed Services include top-notch support for customization and development. Whether you want to customize your CRM for particular business processes or integrate any third-party applications, these services offer the expertise required to execute complex developments and customizations in an efficient manner.

3.   Security and Data Management

With data becoming an increasingly valuable resource for businesses, it’s crucial to manage and secure it within the Salesforce platform. Salesforce managed service providers implement powerful strategies for data management to ensure data integrity, regulatory compliance, and security threat protection.

4.   Scaling Infrastructure

Managed services assist businesses in scaling their Salesforce infrastructure to accommodate growing volumes of data and user demands. Whether it is implementing scalable architecture, optimizing server capacity, or managing data storage, these services make sure that your Salesforce platform can effortlessly grow with your business.

Important Advantages of Salesforce Managed Services

1.   More Cost Saving

Compared to hiring and maintaining an in-house team of Salesforce experts, going for managed services for Salesforce provides a cost-effective solution. The subscription-based model provides businesses access to a wide range of expertise without any overhead costs linked to full-time employees.

2.   Focus on Key Business Activities

Your internal team can focus on key business operations by hiring experts to handle the management of your Salesforce platform. This helps your business to operate more efficiently and strategically, allowing it to grow and innovate without being constrained by the complexities of Salesforce administration.

3.   Fast Implementation of Updates

To boost its platform functionality, Salesforce regularly releases new features and updates. In-house management of these updates can be resource-intensive and time-consuming. Salesforce managed service providers guarantee that your platform is always updated with the newest security fixes and features, allowing your company to take full advantage of everything that the platform has to offer.

4.   Round-the-clock support and Monitoring

One of the most important advantages of Salesforce managed services is the availability of 24/7 support and monitoring. This helps ensure that any issues that arise are promptly addressed, reducing downtime and disruptions to your business operations. Proactive monitoring also assists in identifying potential issues before they aggravate, resulting in a more reliable Salesforce environment.

Selecting the Right Provider for Salesforce Managed Services

●     Expertise

Evaluating a Salesforce-managed service provider’s knowledge and experience in managing Salesforce platforms is vital. Seek out providers who have a track record of success, certifications, and in-depth knowledge of the Salesforce ecosystem.

●     Customization Capabilities

Considering the specific needs of each business, it’s essential to choose a provider with robust customization capabilities. The provider needs to have expertise to deliver solutions, whether it is adapting Salesforce to particular industry requirements or integrating with other business systems

●     Data Security Measures

Data security is critical for every business. Thus, it’s important that your Salesforce managed service provider implements robust security measures. This includes compliance with industry regulations, encryption, access controls, and regular security audits.

●     Scalability

Your Salesforce managed service provider should be able to scale their services in line with the growth of your business. Make sure that your service provider is equipped with the resources and infrastructure to support the evolving needs of your business without sacrificing the service quality.

Summing Up

When it comes to growing business, scaling Salesforce operations is a strategic move, and Salesforce managed services offer an effective and reliable solution to handle the challenges linked with business growth. By outsourcing the management, customization, and optimization of your Salesforce platform to expert providers, you can leverage Salesforce while concentrating on your key business activities. Using managed services for Salesforce ensures that your business stays competitive, agile, and set up for long-term success as the business landscape evolves.


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