Author: Tanushree Kansliwal

Advantages of Salesforce Managed Services over In-house Team

Advantages of Salesforce Managed Services over In-house Team

Quick Tips, Salesforce 0
Advantages of Salesforce Managed Services over In-house Team

Overview

It is essential to maintain a competitive advantage in this age when tech-integrated, customized, and adaptable solutions are rapidly becoming the industry standard across all enterprises. Salesforce is one example of this kind of platform, and it is continually developing new features that streamline corporate procedures and cut down on the amount of time needed to complete tasks.

Companies need competent Salesforce architects and administrators in order to stay up with the latest system advancements, data architecture, processes, and ever-changing business requirements. However, engaging and sustaining Salesforce specialists requires a significant financial commitment, which may not be doable for companies that operate with restricted budgets or have needs for a small number of resources. For such organisations, Salesforce Managed Services is the best option.

In this article, we’ll define Salesforce Managed Services and the benefits that it has over recruiting an in-house staff of Salesforce administrators.

What is Salesforce Managed Services?

When we talk about Salesforce Managed Services, we’re referring to a suite of offerings that may help your company succeed, from consultation to installation to planned resource allocation towards risk prevention and resolution. As a direct consequence of this, you are free to concentrate on expanding your company rather than being distracted by errands in the backdrop, such as regular software updates, security audits, and many other Salesforce management responsibilities.

Services provided by Salesforce Managed Services

  1. Putting into action industry standards within your Salesforce organization.
  2. Developing a comprehensive plan for Salesforce that is in line with your company’s overall goals.
  3. Make sure that your Salesforce version is operating at its optimal level.
  4. Trying to maximize the return you get on your investment.
  5. Keeping abreast with all the latest versions and putting them into your customer relationship management system.
  6. Develop applications, reports, and other materials that are unique to your company and its requirements.
  7. Maintain vigilance over any outstanding technical debt, and integrate newly developed capabilities, so that all operations remain in step with one another.

Benefits of Using a Salesforce Managed Service Instead of an In-house Team

Today’s businesses are increasingly bypassing their in-house Salesforce administration teams in favor of using Salesforce Managed Services. This option is not only more affordable and dependable, but it also provides a number of additional benefits that, when combined, have the potential to boost your return on investment in the Salesforce Platform.

1. Better in terms of scalability

As your company expands, its needs and requirements as well as its expectations and aims will evolve. When you choose to go with Salesforce Managed Services, you can have peace of mind knowing that the requirements and demands of your organization will be given the utmost attention.

All it takes is a telephone conversation or an email to get in touch with the Salesforce professionals, who can help out in a pinch, whether a business is booming or tanking. They will unquestionably have more knowledge and expertise than in-house staff, and they will be capable of resolving any issue more quickly and effectively.

2. Salesforce Managed Services reduces your expenses

The most obvious benefit that Salesforce Managed Services offer over an in-house staff is the reduction in operational costs that comes with using them. Organizations may save time and money with managed service contracts. They provide you with an advantageous pricing structure and a level playing field for your business.

Considering there won’t be an in-house crew, there won’t be any salary costs to worry about. Instead, you’ll be billed on a per-service or per-hour basis, giving you more leeway when planning your finances. You will find that the monthly fee is rather low when compared to the total cost of your recurring expenses.

3. You are informed of all innovative capabilities and additions

When it comes to CRM platforms, Salesforce Services is, without question, a frontrunner. It may be difficult for your in-house staff to remain current with all of the updates, changes, and additional features.

Using Salesforce’s managed services, organizations can make sure they are on track, and that important adjustments are made. All major updates happen quickly, and all work is done systematically. This is essential for every organization that wants to maintain an advantage over its rivals.

4. Suitable Technique

An additional benefit of using Salesforce Managed Services instead of building your own team is saving time and effort on recruiting and hiring permanent employees. The Salesforce Partner crew is quickly brought aboard, and they are quickly settled in. They immediately begin contributing after you join up, and all that’s left is for you to decide which service provider to choose.

5. You get domain expertise

Managed services from Salesforce enable scalable access to professionals who can help you improve, maintain, and advance your Salesforce integration and associated technologies.

These professionals can help you make the most of the Salesforce Services for your intended audience and members of the organization. With Salesforce Managed Services, you have access to skilled professionals that have been working in their field for years. They have the expertise to manage the ups and downs of business with poise and maturity.

Conclusion

Any business, no matter how large or small, that uses Salesforce Services and aspires to maximize its potential will benefit from the additional guidance and assistance. When you sign up for Salesforce Managed Services, you have access to a team of specialists that are highly knowledgeable and have considerable experience working with the whole suite of Salesforce products. The greatest aspect is that they can be easily scaled to match your requirements at a reasonable cost.

Interested in finding out more? Feel free to get in touch with us. We at Revolve are happy to answer your inquiries. Revolve is an established Salesforce partner, providing both Salesforce support and integration services. Our consulting staff is here to help you get started with Salesforce by guiding you through the process of integration, consultation, configuring, and tailoring the platform to your needs.

revolve-health insurance client

Successful Marketing Cloud Implementation for A Health Insurance Client

Case Studies 0

Overview

The client is an insurance company who provides a range of plans for individuals, families, and businesses, including options for prescription drug coverage and access to a network of healthcare providers. It is dedicated to helping its members stay healthy and providing them with the resources and support they need to manage their health.

revolve-challegge

Challenges

  • The client needs data on customer interactions and their coverage options and policies.
  • They don’t have a sign-up page for real-time information to be stored in the database.
  • They transferred their data manually and had limited automation options.
  • Client needs an automated solution to synchronize their Salesforce Health Cloud data with Salesforce Marketing Cloud.
  • They wanted Emails to be delivered in a more personalized and effective way, they wanted targeted and effective marketing campaigns.
  • They required personalized emails like Birthdays, welcome emails, etc.

Solution

The following approach was used to build a solution to overcome the above-mentioned challenges:

  • We started from integrating their Salesforce CRM into the Salesforce marketing cloud and created business units.
  • Configured their SAP, SSL, IP Address, and RMM.
  • Created some users, Roles, Sender profile, Delivery Profile, and Send classification.
  • Established DE (Data Extension) to manage their data which was coming from the salesforce health cloud and also created some filtered DE to segment the audience according to their requirement.
  • Implemented a dedicated sending IP for the Marketing Cloud for IP warming.

Result

By combining patient data from Health Cloud with marketing insights, the client can now create more targeted and effective marketing campaigns. It allows them to gain a complete view of their customers, including their health data, interactions, and preferences. Integration streamlined the data management and automates processes for the client reducing the need for manual data entries. This also enabled them to track and analyze customer data across both systems, providing a more comprehensive view of the customer and enabling informed decision-making. The Solution also allowed the client to engage with their customers in a meaningful way through personalized communication.

A leading B2B Global Medical Technology Leader Assisted by Revolve’s Team

Case Studies 0

Overview

A leading B2B global medical technology leader specialising in the design and manufacture of products for the orthopaedic market, amongst others, was struggling to cope up with increasing sales demand and managing its partner, customer relationship.

The client used to manage their Due-Diligence Compliance for Partner On-boarding process through spreadsheets, emails, and word files. There was a need to transform their current process to a centralized CRM system with an agile platform that could be adjusted to their growing business needs.

Salesforce emerged as the clear choice and ticked all the boxes as per their requirements. To implement Salesforce, the company enlisted the help of Revolve Softech as its consulting partner.

Industry: Medical Devices

Region: World-wide

Tools: Salesforce Community Cloud (Now Experience Cloud), Sales Cloud

Challenge

Key Challenge Tasks like renewals, Due Diligence, Compliance and service alerts relied on manual processes, decreasing service efficiency and increasing operational overhead. Data duplication issues as there were multiple channels of communication.

  • Company data was sorted in silos or stored in Excel files, which made it difficult to share it across departments
  • Disintegrated systems, data sources, and communication
  • Inability to tailor the system the way the company needed and let teams use it in different ways

Solution

Revolve Softech being one of the leading Salesforce Ridge Partner and having worked with other companies in the industry, knew a number of best practices that would benefit the client. Bottlenecks were instantly spotted and fixed. Salesforce Community Cloud and Sales Cloud out of the box functionality was customized to suit the client needs.

Data Modelling

  • Data was unified, streamlined, transformed and integrated into Salesforce which eliminated data duplication issues and ensures the entire organization is using the same data
  • Integration between the Community users and Salesforce CRM
  • Data visualization enabled tracking the entire process of onboarding journey

User Interface

  • Created single sign-on community pages to provides a compelling experience for all the users by using Salesforce Lightening Web Components and Aura
  • Build an easy-to-use, self-service Web sites for partners and customers

Automation

  • Streamlined business architecture and Automated various processes to improve efficiency and avoid repetition of unnecessary tasks
  • Apex and Salesforce Flow was used to automate and reduce overall partner onboarding timeline

Results

Salesforce implementation resulted in a 60% reduction in the partner onboarding cycle time. Entire process was migrated from legacy systems to a new technology platform that could scale rapidly and drive innovation. Now it was able to offer its stakeholders a frictionless experience and Future-proofing its entire process.

Revolve Softech was instrumental in helping the client in leveraging the Salesforce ecosystem for process improvement and optimisation.

revolve softech

Know How Revolve’s Team Rescued A Leading B2B Global Specialty Chemical Company

Case Studies 0
revolve softech

Overview

A leading B2B global specialty chemical company providing high quality products and services to various other disinfecting, sanitizing and emulsion polymerization industries, needed support in streamlining and organizing their partner on-boarding process. The company was using traditional ways like emails, spreadsheets and word files to manage data for onboarding and renewal process for their partners and customers. Data was scattered around and disintegrated leading to duplication and communication gaps.

Industry: Speciality Chemicals

Region: World-wide

Tools: Community Cloud (Now Experience Cloud), Sales Cloud

Challenge

As a fast-growing specialty chemical company, They needed to innovate and scale to meet the changing needs of its customers and partners across the globe. But traditional systems and applications like use of spreadsheets, emails, MS word to manage data flow among various channels meant the company did not have the complete view of its on-boarding architecture(process) to realize its digital transformation and growth goals. They had all their information stored in data silos across various departments creating inconsistent information across the organization.

Company’s leadership recognized that it needed a partner who could help it integrate its core systems to unlock a 360-degree view of its member channels. It also needed a more strategic approach to achieving its long-term objectives.

The company turned to Salesforce and took services of Revolve Softech as a Salesforce partner for its digital transformation.

Solution

Revolve Softech, a Salesforce Ridge Partner, created a transformational roadmap to maximise the client’s Salesforce investment by unlocking Salesforce Community Cloud’s full potential. Siloed data was integrated into Salesforce, various processes were put into place to automate all the tedious and manual processes.

Data Integration:

  • Siloed data was integrated into Salesforce
  • All info in one place (one source of truth), centralized information in Salesforce Org which is stored in cloud.
  • Uplift in staff efficiency by providing a 360 view of their partners, customers, and their enquiries, all in one platform

Automation and Agility:

  • Better Time Management: Simplified repetitive tasks & improved collaboration between departments by using various Salesforce Automation tools like Approval Process, Salesforce Flows, Queue Management
  • Reduction in complexity by using organized architecture for smooth work-flow
  • Use of Apex, Flows and Approval Process to improve efficiency and save time

User Interface:

  • Salesforce Lightning components and Aura were used where ever possible to enhance the user interface
  • Easy Access: Salesforce dashboards for home pages for different profiles

Results

Adopting Salesforce Platform helped them in improving their productivity by 30% by integrating and unifying the data. They were able to deliver enhanced collaboration capabilities to their employee, partners and customers with the help of Automation.

As a result, they managed to boost their efficiency and provide improved and enriching experience to its stakeholders.

Revolve Softech helped them to automate their day-to-day tasks and complete their digital transformation journey.