Blog
September 21, 2022
Key Considerations After a Salesforce Implementation
Congratulations! After months of hard work, you and your team have completed a successful Salesforce implementation. Now what?
Many nonprofits don’t have the staff or resources to hire a dedicated Salesforce administrator, and in reality, many nonprofits don’t need one! Chances are, someone on your team has really taken to Salesforce and is interested in taking an active role in helping the team learn the ropes and solving problems that might come up. These people are often called Super Users or Accidental Admins and can be critical to the success of Salesforce at your organization.
Support for your admin
Accidental Admins know the ins and outs of your organization and processes, which is an invaluable aspect of being an effective Salesforce resource for your team. However, no one person knows every facet of Salesforce—and that’s where Managed Services for CRM (previously AttainPlus) from Attain Partners comes in. Having the managed services team in your admin’s corner can help your staff solve problems, provide training, and make improvements. Working with managed services doesn’t just mean getting the support of one more Salesforce expert; it’s a whole team with deep Salesforce knowledge.
Building relationships
Working with managed services means ongoing support from the same team, which allows you and your team to build relationships and trust. Having a team your Accidental Admin can trust provides a safety net and allows them the opportunity to outsource trickier questions rather than expending their time and resources. Chances are, the managed services team has encountered the same issue before and can help resolve it faster than a solo admin could do on their own. Forming relationships with people on the team can make it easier for your Accidental Admin to reach out for help—and to ask for guidance on problems they may want to solve themselves. In addition to making changes to help improve your Salesforce instance, they can also help your Accidental Admin gain confidence and develop a deeper understanding of Salesforce.
Protecting your investment
Salesforce is an ever-evolving ecosystem with multiple platform releases per year, plus app and updates that could make any solo admin’s head spin. The best way to protect your investment in Salesforce is to keep up with these changes and make updates in a thoughtful and intentional way. Teaming up with Attain Partners can help you stay on top of these updates to make sure your Salesforce instance continues to grow with you.
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
Beth Hintze is a Senior Specialist in the Salesforce Innovation Group. Prior to joining Attain Partners in 2022, she was the Director of Development Operations and Data Systems at the Innocence Project, where she specialized in strategic growth, operations management, and leading Salesforce integrations. She got her start in Salesforce at Patron Technology where she led hundreds of data migrations. She holds an M.A. from NYU in Educational Theater in Colleges and Communities. She spends her time going to punk shows.
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