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Salesforce has become one of the top customer relationship management (CRM) platforms for sales teams to utilize in day-to-day operations. As a major part of sales operations and management, finding the right Salesforce admin team to define processes and customize the platform to suit your sales needs is absolutely critical for ensuring you’re getting the most out of Salesforce. 

Outsourcing your Salesforce admin team offers a wide range of benefits, from saving time and money to decreasing turnover. While outsourcing is obviously a smart decision, it’s important to find the right outsourced Salesforce admin team to ensure your Salesforce account is going to be in capable hands. 

1. The Outsourced Salesforce Admin Team You Hire Should be Experts in the Platform

While it’s obvious that you’re looking for experts in Salesforce, not all self-proclaimed “experts” are actually experts. Plenty of outsourcing firms throw the term “expert” onto their marketing collateral in order to gain clients, resulting in a less-than-satisfactory experience for unsuspecting clients. When finding your outsourced Salesforce consulting team, asking the right questions is of the utmost importance. Be prepared with a few questions to ask them (like the ones listed below) to be sure you’re properly vetting the “experts”:

  1. Have you worked on a similar project before? 
  2. Are you Salesforce certified?
  3. What is your Salesforce partnership level?

Questions like these ensure you’re getting concrete answers and direct proof that you’re talking with real experts on the platform who can take your Salesforce usage to the next level. Salesforce certifications and partnership levels guarantee you know exactly what capabilities the team has and are speaking with a consulting firm that can deliver on its promises.

Employees gathered around a conference table with laptops displaying graphs and data, tuning attentively to a presenter at the head of the table

2. Your Salesforce Consulting Firm Should be Experts in Your Industry

After ensuring you’re talking with real experts, be sure to investigate which industries the consulting firm you’re speaking to is associated with. You don’t just want experts, you want experts in your industry. Salesforce is a widely used platform, and consulting firms are just as diverse as the businesses that use them. Your Salesforce admin team should already understand your industry — otherwise, you’re losing the benefit of quick onboarding. 

 

For example, if your business focuses on consumer goods and you hire an outsourced Salesforce admin team that has a history in the healthcare industry, they’ll have to fully learn and understand your industry before being able to effectively help you. When looking for the right consulting firm, be sure to ask about their history and take note of whether they’ve worked with businesses in your industry before or not.

3. Their Vision and Values Must Align with Yours

Along with their prior knowledge in your field, an outsourced Salesforce implementation team should align with your mission and values. Just like you evaluate cultural fit when hiring in-house, you should take the same consideration for your Salesforce admin team — even if they’re outsourced. 67% of Salesforce customers are communicating with consultants on a 24/7 basis, so while they may not be right there in the office with you, your employees will be spending a large portion of their time working with the outsourced team. Ensuring the team aligns with your employees on both goals and culture makes that time much more enjoyable and fosters a more collaborative environment. 

Reading reviews from former clients and checking the firm’s mission statement can help you get a better grasp on how a Salesforce admin team works, their priorities, and what you can expect your experience with them to look like.

4. Look for a Salesforce Consulting Firm with the Right Skill Set

Along with knowledge about your industry, you need to be sure your outsourced Salesforce admin team has the skill set needed to tackle the problems you’re looking for Salesforce to solve. To name a few, the key skills and capabilities an outsourced Salesforce admin team needs are such as: 

  • Data management capabilities
  • Clean data hygiene habits 
  • Knowledgeability of how to customize Salesforce solutions and integrations
  • The ability to create system automation
  • Effective data governance and reporting 

Hard skills like these are the backbone of high-quality Salesforce operations. You may want to prioritize different skills depending on what it is you’re seeking to accomplish. For instance, if you’re looking for someone to come in and help clean up and streamline your already existing processes, you’re looking for someone with strong data management skills. If you need your Salesforce processes overhauled, you’ll want to look for someone with more skills in custom integrations.

5. Their Level of Accessibility

Along with knowledge about your industry, you need to be sure your outsourced Salesforce admin team has the skill set needed to tackle the problems you’re looking for Salesforce to solve. To name a few, the key skills and capabilities an outsourced Salesforce admin team needs are such as: 

  • Data management capabilities
  • Clean data hygiene habits 
  • Knowledgeability of how to customize Salesforce solutions and integrations
  • The ability to create system automation
  • Effective data governance and reporting 

Hard skills like these are the backbone of high-quality Salesforce operations. You may want to prioritize different skills depending on what it is you’re seeking to accomplish. For instance, if you’re looking for someone to come in and help clean up and streamline your already existing processes, you’re looking for someone with strong data management skills. If you need your Salesforce processes overhauled, you’ll want to look for someone with more skills in custom integrations.

Final Thoughts

Outsourcing your Salesforce admin team is one of the best ways to ensure you’re utilizing the CRM platform to the fullest for your business. When outsourcing, it’s crucial to find the right Salesforce admin team to provide your business with exactly what it needs to succeed. 

Looking for cutting-edge Salesforce outsourcing solutions for your business? Get in touch with us — our expert Salesforce admin team is ready to help.