Blog
November 30, 2022
Salesforce lives at the core of Attain Partners’ technology suite of services
What is Managed Services for CRM?
Leveraging Attain Partners’ deep Salesforce expertise, Managed Services for CRM (previously AttainPlus) is a support and maintenance program that allows you to evolve and maximize the benefits of your Salesforce solution without carrying a full-time staff person. During an engagement with Managed Services for CRM, our team designates hours your organization can use towards user administration, platform management, and Salesforce enhancements. The Managed Services for CRM team is also able to address specific needs such as further enhancement of your solution as well as provide strategic design and architecture guidance.
What is the value Managed Services for CRM can bring to your organization?
Managed Services for CRM is your ‘one-stop shop’ for deep Salesforce expertise. We will help your organization fully realize its vision of utilizing the Salesforce platform and keep you growing (at low costs)!
Some of the benefits your organization can expect to receive during your engagement with Managed Services for CRM are:
- A readily available Salesforce expert and team with complete skillsets at a low cost
- Maximization of your processes by introducing automation, custom dashboards, real-time reports, and data migration and data cleansing efforts
- Deployment of Salesforce critical updates and new functionalities to keep your instance up to date
- Security checks to identify vulnerabilities early and prevent system downtime
- Addressing the challenges of hiring and retaining tech resources, as an engagement with Managed Services for CRM allows your organization to hire resources per your needs and keep your team members focused on their core responsibilities
- Compliance maintenance per industry standards
- Scalability and quick responsiveness to sudden changes in the business environment
- A higher return on investment (ROI) from your Salesforce investment
- A robust collection of Salesforce clouds and applications used to address common processes and goals for our clients, including Fundraising, Online Engagement, Advocacy, Program Management, Case Management, Grants Management, Volunteer Management, Scholarship Management, Community Engagement, and Marketing, Event and Campaign Management
Hear about the value Managed Services for CRM provides directly from our clients in the Q&A videos below
Client Success at the University of Chicago Harris School of Public Policy and United Negro College Fund (UNCF)
Recently, we sat down with a couple of our Managed Services for CRM clients to learn more about their experiences with this incredible service offered by our Salesforce Innovation Group.
A client since July 2021, the University of Chicago Harris School of Public Policy engaged with Attain Partners to provide ongoing support for its implemented Salesforce solution. Through our managed services, we have improved visibility into the School’s corporate engagement with students and staff for Hiring, Internships, Mentoring, Panel Discussions, Event Attendance, and more.
For United Negro College Fund (UNCF), Managed Services for CRM has updated its intake process; helped troubleshoot and rebuild intake flow; and made improvements to the scholar portal with a video library, chat feeds, and a newsletter campaign. Hear more about the future role of Managed Services for CRM at UNCF below.
Q: Why did you engage with Managed Services for CRM?
“I was left with no one to manage the [Salesforce] system…I remembered that Attain has managed services support, so I reached out and asked, ‘What does that look like?’ and I was presented with [a Managed Services for CRM expert]. Love at first sight!” — Julie Kim, Senior Director of Digital Solutions, Enterprise Technology, United Negro College Fund
Q: How are you using Managed Services for CRM?
“The best part [about Managed Services for CRM] is that it’s not just one dedicated person that I can reference, there are other resources with varying levels of expertise in varying areas at Attain Partners that I really cherish because I have no other network to access those [resources] unless we had the [Managed Services for CRM] agreement…” — Scott Schaafsma, Senior Data Manager, Information Technology, University of Chicago Harris School of Public Policy
Q: What is the biggest benefit realized through your Managed Services for CRM engagement?
“It’s the breadth and depth of the knowledge set that Managed Services for CRM offers.” — Julie Kim, United Negro College Fund
Q: How did you determine the right resource model for your Managed Services for CRM engagement?
Q: Does Managed Services for CRM help with workload prioritization?
Q: Can Managed Services for CRM be used for knowledge-building and training?
Q: How are Managed Services for CRM contract hours managed?
Q: What is the future role of Managed Services for CRM at your organization over the next 6-12 months?
Learn more
Discover how Managed Services for CRM can support your mission and streamline your operations—learn more here.
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. To learn more, check out our Salesforce innovation services and read case studies about our work. Contact Attain Partners today to learn how we can help you achieve your goals by harnessing the power of Salesforce. Explore blog posts from Attain Partners’ Salesforce team.
About the Author
Jenifer Parker is a dedicated Human Resources professional and IDEA Program Chair at Attain Partners, driving Diversity, Equity, and Inclusion initiatives. With a passion for inclusion and allyship, Jenifer excels in helping organizations craft and implement their DE&I strategies. She holds a professional certificate in Diversity and Inclusion from Cornell University and a Bachelor of Arts from Wake Forest University. Her vision is to create a world where HR and DE&I are thoughtfully designed to foster inclusive environments, empowering all individuals to thrive.
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