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Home » Newsroom » Blog
Blog
April 4, 2022

How Managed Services for CRM (previously AttainPlus) can help you harness the full power of Salesforce

EducationManaged ServicesNonprofitSalesforceSalesforce CommunityThought Leadership
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Benefits of Hiring a Salesforce Managed Services Provider

What are managed services?

In its simplest form, managed services allow you to handle the routine operations of your systems or specialized applications by leveraging a team of industry experts.

What is Managed Services for CRM?

Managed Services for CRM (previously AttainPlus) is our branded managed services offering that allows organizations to continually improve their use of Salesforce products, keep data accurate, and develop new business automations and reporting. Managed Services for CRM supports your organization in fully realizing its vision of utilizing the Salesforce platform. A Salesforce implementation is just the beginning, and Managed Services for CRM keeps you growing!

Many organizations spend a lot of resources on implementing and customizing Salesforce but don’t do enough to keep it optimized and upgraded. This creates several challenges, like a growing backlog of requests and projects, performance and compliance issues, trouble transitioning to new technologies, reduced staff satisfaction or adoption, and unrealized ROI.

Managed Services for CRM is a proactive approach to help organizations run and manage their Salesforce products smoothly. Many organizations lack the skill, depth, or resources to regularly review, optimize, and extend their CRM or Marketing Products—Managed Services for CRM addresses this problem. 

Managed Services for CRM clients

Client Testimonials: Managed Services for CRM

Attain Partners’ managed services is enabling University of Virginia, Darden School Foundation Executive Education and Lifelong Learning to increase our sales velocity with a unified seller experience, preparing for growth while helping us remain flexible for future change with one, integrated platform.
Allison Forrest
University of Virginia, Darden School Foundation
“In the past year, I have really enjoyed working with Attain Partners’ new Managed Services team. We don’t have an in-house Salesforce Administrator, so it’s comforting to know that when something goes wrong, or there are new updates that might interfere with our environment, I can call my Managed Services team and trust that they are on top of things! They’ve also become very familiar with our Salesforce environment and have made numerous recommendations for improvements, which has made our system more efficient. Plus, they are fun to work with!”
Andrea Sáenz
Fine Arts Museums of San Francisco

“

How will Managed Services for CRM help your organization?

Managed Services for CRM is an ongoing support and maintenance solution to keep your Salesforce-based system running smoothly and efficiently while also addressing your organization’s evolving needs. It’s like having a cost-effective, dedicated Salesforce and/or Marketing team just a call away, but without the woes of hiring, managing, and retaining them.

What are the key benefits of Managed Services for CRM?

  • Provides a readily-available Salesforce expert (and team) with complete skillsets at low costs
  • Optimizes your processes by introducing automation, custom dashboards, real-time reports, and data migration and data cleansing efforts
  • Deploys Salesforce critical updates and new functionalities to keep your instance up-to-date
  • Runs security checks to identify vulnerabilities early and prevent system downtime
  • Addresses the challenges of hiring and retaining tech resources, as it allows you to hire resources per your needs
  • Keeps your team members focused on their core responsibilities
  • Helps maintain compliance as per industry standards
  • Provides scalability and quick responsiveness to sudden changes in the business environment
  • Drives higher ROI from your Salesforce investments

Why choose Managed Services for CRM to manage your Salesforce instance?

Managed Services for CRM is a flexible, cost-effective, and efficient way to manage your complete Salesforce environment—from CRM to Experience Cloud to Pardot, Marketing Cloud or AppExchange tools. If your organization lacks Salesforce expertise, has challenges managing it, or needs expert assistance in optimizing its use of Salesforce, then Managed Services for CRM is the right solution for you.

Learn more about Managed Services for CRM and meet our team of experts in our on-demand webinar.

Attain Partners – Salesforce Experts

No matter if your organization is beginning its Salesforce journey or 10+ years into development, we are here to help you achieve your goals. Contact Attain Partners today to learn how we can help you achieve your goals by harnessing the power of Salesforce.

To learn more, check out our Salesforce Innovation services, read case studies about our work, and explore blog posts from Attain Partners’ Salesforce team.

About the Authors

Damaris Eustice, Attain Partners

Damaris Eustice is the Director of Managed Services at Attain Partners. She is a motivated, passionate, and metrics-driven leader with a strong history of maximizing team potential through coaching and mission alignment. Damaris brings 10+ years in technology leadership roles to Attain Partners, including six years of support and success management including Salesforce platform expertise with Nonprofit leadership background.

Susan Tobes, Attain Partners

Susan Tobes is the Senior Director of Strategic Growth at Attain Partners and is responsible for supporting the expansion of the firm. Bringing 35+ years of technology experience to this important role, she combines her technology services and sales expertise to deliver impactful and lasting results to our customers. Her steadfast desire for customer success drives everything she does.

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  • About
    • The Attain Way
    • Leadership
    • Who We Serve
    • Alliance Partners
    • Contract Vehicles
    • Attain Digital
      • Executive in Residence Program
    • Attain Research
      • NIH’s Flat Rate for Research Overhead
      • Uniform Guidance
  • Services
    • -
      • Services
    • -
      • Technology
        • Salesforce Innovation
          • Managed Services for CRM
          • Attain Accelerate
          • Salesforce Digital Engagement
        • Application Development and Modernization
        • Enterprise Business Solutions
        • Advanced Analytics
        • Data Science
        • Emerging Technology
    • -
      • Strategy
        • Inclusion, Diversity, Equity, and Allyship (IDEA) Transformation Services
        • Program and Project Management
        • Organizational Transformation
        • Change Management
        • Strategic Planning
        • Business Process Modernization
        • Strategic Finance
        • Enrollment Management and Student Services
        • Shared and Managed Services
        • Library Planning and Strategy
        • Juran, an Attain Partners Company
    • -
      • Compliance
        • Grants Management
        • Cost Recovery Optimization
        • Financial Aid
        • Asset Management and Valuation
        • Contract Negotiation
    • -
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        • Interim Staffing
  • Products
    • Research Performance
    • Strategic Finance Performance
    • Rate
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