Blog
November 21, 2022
Managed Services for CRM (previously AttainPlus): Your ‘One-Stop Shop’ for Deep Salesforce Expertise
Salesforce is a leading cloud-based software provider for organizations looking to manage their relationships with their existing and prospective constituents, maintain and leverage data to help achieve goals, and streamline processes across the organization. With all that Salesforce has to offer, how can institutions ensure that they are maximizing their investment in this solution for their current and future needs? 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)!
Attain Partners has had great success in supporting our clients with their Salesforce instances through our Managed Services offering. For the Fine Arts Museums of San Francisco, we acted as their Salesforce Administrator, restoring trust and confidence in the system’s data and supporting ongoing systems maintenance and updates. We were able to bridge the gap in our clients’ workforces, such as Music Will (formerly Little Kids Rock), which enlisted Attain Partners to maintain its Salesforce system when the nonprofit found itself without an in-house administrator.
In Case You Missed It
The possibilities of how Managed Services for CRM can be a valued asset to your organization are endless. Below, learn about our work identifying new features and functionalities for the Johns Hopkins University Carey Business School Executive Education Program, maximizing its data insights and reporting capabilities.
Maximizing Data Insights for Johns Hopkins University
The Executive Education program at Johns Hopkins University Carey Business School successfully implemented Salesforce, primarily assisting their marketing team with maintaining constituent relationships and lead generation. Growing more comfortable with its system, Carey Business School desired to expand its system capabilities and identify what new features and functionalities were needed. The team engaged Attain Partners, leveraging the support of our Managed Services offering, Managed Services for CRM, to provide guidance on best practices, receive expert Salesforce support, and supplement the work done by its in-house team.
Our experts met with the Carey Business School team regularly and developed a thorough understanding of their current and future goals. Leveraging our deep Salesforce expertise, we presented the opportunities available and ultimately identified how the client could optimize their marketing efforts.
We recommended a more robust way of using their engagement data to better inform decisions about the marketing content sent to constituents. This meant moving away from predefined paths, like sending automated emails based on a specific data point, and instead shifting their focus to using prospects’ interaction with the content as the metric to inform decisions about future communications. The solution to best address this need was to upgrade the Business School’s system to include Pardot Lightning. This upgraded feature boasts superior engagement data, which allows for better database decision-making, as well as a more holistic reporting framework via dynamic dashboards, which unlock actionable insights to inform their future marketing strategies. We also incorporated the mobile component (previously housed outside of Pardot) into their system and helped the client reach out to their partner network to set up mechanisms and tracking capabilities to gain more control of the data being collected from these external vendors.
To better support the client in adopting this new set of features, the Attain Partners team began conducting training during our weekly meetings to reduce the impending learning curve. Including a training component in this way had the added benefit of encouraging more complex conversations about the future use of the software. Now able to gain more insight from their data and reports, informing marketing strategies, Carey Business School has optimized its investment in Salesforce.
Attain Partners – Salesforce Experts
No matter if your organization is beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts.
Interested in learning how Managed Services for CRM can benefit your organization? Contact us directly here.
About the Authors
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.
Olivia Pycha is a Senior Marketing Analyst at Attain Partners supporting the firm’s digital brand. She received a BBA in Marketing from James Madison University.
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