If you’re looking to undertake Salesforce and add it to your tech stack or you’re looking to improve your current Salesforce environment, it’s essential to understand the various projects and finding the right support for what you’re looking to do. This can allow you to understand what’s involved in each project and how you can inquire for help. Today we’ll cover Salesforce implementation, managed services, and Salesforce services & premier support.
Salesforce Implementation typically implies implementing a Salesforce product. With an implementation, you can choose to do it yourself or to hire a Salesforce consultant or partner consultancy to assist with implementing the product. This can be a couple of weeks or months worth of work to implement to get you off the ground running.
See more: 9 Questions to Ask When Choosing a Salesforce Partner
Salesforce Managed Services
Managed services are services offered by Salesforce partner consultancies that provide services post-implementation. Once you get your product up and running, you may need further assistance when it comes to administration, customization, development, and more. Think of managed services as an ongoing agreement, where that partner is dedicated to your goals and will help you develop a roadmap for continued success with Salesforce. You can utilize the same partner that helped you implement or find one that can help with your specific needs.
See more: 7 Signs Your Current Salesforce Partner is a Bad Fit
Salesforce Customer Success Group
When you have a Salesforce product in your tech stack, you also get services available to you through Salesforce Customer Success Group. With Salesforce Customer Success Group, you are able to choose between success plans to gain more access to support and services. Their professional services can also help with implementation and delivery with a Salesforce implementation or project.
Benefits of Utilizing a Salesforce Partner vs. Salesforce Customer Success Group
We’ve mentioned throughout this blog post that you can leverage a Salesforce partner and that is something we recommend to anyone looking to choose Salesforce as their CRM. We think having a Salesforce partner for implementation through to managed services will save you time and money in the long run. Having a dedicated partner invested in your goals and projects will allow you to let them focus on what they know best so you can focus on other company projects and goals. With your Salesforce product, you will get access to Salesforce Customer Success Group with various resources and standard support that can be beneficial; however, having a team of experts at your disposal with a Salesforce partner can be more effective.
Of course when it comes down to it, choose what works best for your budget, team, and goals. It’s important to properly vet Salesforce partners and compare costs to know if you’re able to make the investment.
See More: When do I need a Salesforce Partner?
Choosing what will work best for your Salesforce undertaking will set you up for success. Hopefully, this makes it clear and easier as to what your next steps are. If you’re interested in learning more about Kadence’s implementation and managed services process, feel free to contact us to get started.