Optimize Business Productivity with Salesforce Managed Services

By RafterOne

Technology innovation has taken an enormous paradigm shift in the present global marketplace. With tech-integrated personalized and adaptive solutions, businesses are transforming their operations. Among them, Salesforce is one constantly evolving platform— shortening work cycles and simplifying business practices. To maintain system innovations, data architecture, processes, and changing business needs, firms require experienced Salesforce architects, business analysts, and admins. However, hiring and keeping Salesforce experts requires a substantial monetary investment that may not be feasible for businesses with limited budgets and resources. For such companies, Managed Services are the way forward, and there are many key performance indicators to back that up. If you are ready to optimize your Salesforce Service Cloud, Sales Cloud, and CRM operations, RafterOne is here to assist you in optimizing your Salesforce with our seasoned teams. 

What are Managed Services?

Salesforce Managed Services describes a thorough bouquet of service offerings, including strategic resource allocation for improved performance. These services aim to proactively identify and resolve any potential issues before they affect your organization’s activities or customer experiences. By investing in Salesforce Managed Services, enterprises reach their disposal of fully managed solutions to improve their enterprise CRM performance. In addition, through regular reviewing and optimization, they are extending its capabilities and taking advantage of all new features released several times a year.

Key Performance Indicators for Managed Services 

The value will depend on your company’s goals and needs. We work with our customers to identify key performance indicators and develop a plan to measure and report on the return on investment over time. Here are some examples of areas you can experience positive change.  

1. Increase Sales Revenue

Implement tools and strategies to optimize your sales process. For example, build a custom sales process with automation, implement the ability for targeted marketing campaigns, or configure Salesforce to provide greater visibility into sales performance.  

2. Improve Customer Retention

Utilize Salesforce to understand your customers better, improve their experience, and retain them. For example, you can configure Salesforce to provide customer self-service options or develop a customer loyalty program on the platform. 

3. Increase Efficiency

Automate manual processes, eliminate redundant tasks, and streamline operations. For example, we can help you build custom workflows, configure Salesforce to provide real-time data insights or develop integrations with other systems. 

4. Enhance Customer Service 

Implement tools and strategies to improve customer service, such as developing a customer service site, implementing a case management system, or configuring chatbots. You can increase customer loyalty and satisfaction by providing better customer service, increasing revenue over time. 

5. Improve Data Quality

Enhance the accuracy and quality of your data by implementing data management best practices, developing custom data models, and configuring data validation rules. By improving data quality, you can reduce errors and improve decision-making. 

6. Faster Lead Conversion

Optimize your lead management process by creating custom lead scoring models and configuring lead assignment rules. Doing so lets you prioritize the most promising leads and convert them into opportunities faster.  

7. Better Sales Forecasting

Implement forecasting tools and strategies to predict future sales revenue better. For example, we can help you configure opportunity stages, develop custom reports and dashboards, or use artificial intelligence to analyze historical data. As a result, you can make better business decisions and plan more effectively by improving sales forecasting accuracy.

8. Streamline Marketing Campaign

We can help you optimize your campaigns by developing a comprehensive marketing strategy, implementing targeted campaigns, and analyzing campaign performance. By streamlining your marketing campaigns, you can reduce costs and increase revenue. 

Read More: Benefits of Salesforce Sales & Service Cloud Managed Services 

Key Performance Indicators for Managed Services

Outcomes of Partnering with a Managed Services Team 

Customers want to optimize their Salesforce usage to achieve the next level of their business processes on Salesforce Sales Cloud, Service Cloud, and CRM by customizing solutions and dashboards that link to KPIs. Still, they are overwhelmed and need help figuring out where to start. In addition, they need guidance towards the best approach and solution for their unique needs. Often the results they are seeking include:    

  • Improved customer satisfaction scores 
  • Reduced time-to-resolution for customer inquiries 
  • Improved customer onboarding
  • Improved customer retention processes 
  • Improved first-call resolution rates 
  • Reduced call handling times 
  • Increased agent productivity 
  • Improved service level agreement (SLA) compliance 
  • Reduced case escalation rates 
  • Improved case prioritization and routing 
  • Increased self-service adoption rates 
  • Reduced support costs 
  • Improved knowledge-managed capabilities 
  • Increased cross-sell and upsell opportunities 
  • Improved customer loyalty & advocacy 
  • Increased operational efficiencies & ROI 
  • Streamlined Sales Processes
  • Improved sales pipeline visibility 
  • Improved customer experience and brand reputation 
  • Enhanced customer feedback collection and analysis 
  • Increased visibility and transparency across the customer journey 
  • Increased scalability and flexibility 
  • Increased sales productivity  
  • Improved lead conversion rates 
  • Faster sales cycles 
  • Higher customer satisfaction scores 
  • More accurate sales forecasting 
  • Increased cross-selling and up-selling opportunities 
  • Reduced time spent on administrative tasks 
  • Improved sales team collaboration 
  • Better customer insights and data analytics 
  • Increased customer retention rates 
  • Enhanced sales performance tracking and reporting 

Why Choose RafterOne for Salesforce Managed Services?

Managed Services are the best option if your company lacks Salesforce experience, finds it challenging to manage, or wants professional help leveraging it to its full potential. At a superior level, RafterOne offers a variety of ongoing services to help clients maximize the value of their Salesforce investment:  

1. Salesforce Administration

Ongoing Salesforce administration services ensure that the business requirements are understood for optimization and solutions/ approach, data is accurate and up-to-date, and users are trained and supported.

2. Custom App Development

Develop custom Salesforce applications for specific business processes, improve data management, and enhance decision-making capabilities.

3. Process Automation

Automate repetitive tasks, such as lead and opportunity management, to improve efficiency and reduce manual effort.   

4. User Adoption

Improve user adoption of Salesforce by providing training and support as well as designing and implementing programs to encourage adoption.

5. Data Management

Implement a data governance strategy, including data quality and accuracy, migration, and security. 

6. Integration

Integrate Salesforce with other systems, such as marketing automation platforms and financial systems, to improve data flow and increase team efficiency and visibility. 

7. Performance Optimization

Optimize Salesforce performance by identifying areas for improvement, such as customizing dashboards, creating reports, and automating processes. 

Salesforce Managed Services

Summing Up

With Salesforce Managed Services, you can take the pressure off your internal team and redirect it to knowledgeable specialists who will help you achieve increased productivity and flexibility, both affordably and with a higher return. A Managed Services team is the best option for businesses that wish to utilize the latest and greatest Salesforce features in ways that satisfy their expanding business requirements. It is crucial to work with a reputable and knowledgeable Salesforce service provider like RafterOne to reap the most rewards. With our extensive experience and solid track record, we can help escalate and maintain your successful maintenance and growth. 

Unlock the full potential of your Salesforce operations with an experienced Managed Services team.