7 Indicators You Should Consider Outsourcing Salesforce Administration

Salesforce is a strong platform to manipulate and do a bit of business optimization. However, it needs the right expertise to be handled well, and it needs attention all the time. If your organization is scaling and your Salesforce org gets floatier as a result, you may wonder if your in-house team can sustain this. Outsourcing Salesforce Administration could be the solution you are looking for. In this post, I will discuss seven red flags to help you identify when you need expert help. 

Is It the Right Time to Explore Salesforce Admin Assistance? 

To jump into the scenarios, let’s first understand the basic question: Is your current Salesforce not working with your business goals but instead working against them? If your teams are pulling their hair out with the simplest admin tasks or your org is not delivering an ROI on Salesforce, maybe outsourcing is for you. 

Scenario 1: You Need to Oversee Multiple Salesforce Instances 

• Tending to the needs of a single Salesforce instance can be challenging. 
• Multiply that by hundreds, and you will have a vetted ecosystem requiring much tending.
• The more Salesforce orgs (departments, geographies) you are working with, the more your internal team might buckle under the weight. 
• Outsourcing enables you to tap into the specialized skillset across all instances and ensures consistent and efficient operation. 
• Configuration data migrations, not to mention user management across organizations, are best left to a seasoned partner who can simply do what you can’t afford to have done full-time. 

Scenario 2: You’re Planning to Integrate New Software Applications 

• Your business will grow, and you will eventually need to merge Salesforce with other applications like marketing automation tools, ERP systems, or custom-developed tools.
• Integrations can quickly be complex, requiring significant technical skill and a well-articulated plan. 
• Unstructured integration will result in data inconsistencies and system instability.
• Outsourcing to Salesforce experts means the data can move freely, which will not wobble; the airline will continue to perform. 
• They expertly sail through the APIs, middleware, and mapping of data, taking a medium to eliminate imposed disruptions in your integrated systems. 

Scenario 3: You’re Not Fully Leveraging Salesforce Capabilities 

• Salesforce is well known for a very long list of features on the spectrum ranging from complex automation & custom development to powerful reporting and analytics. 
• But are you taking full advantage of these? If your organization is thinly staffed, you may pass up necessary means for increased effectiveness, simplified workflow & deeper analysis in-the-wild mode. 
• Your help desk of an outsourced Salesforce admin can perform a deep dive review into your existing process and highlight improvements. 
• They can implement best practices, make customizations to workflows, and build bespoke solutions that automate the right thing, driving the highest ROI for you. 

Scenario 4: You’re Dealing with Compliance and Security Concerns 

• Nowadays, security and compliance are the utmost priority in any business process. 
• Like every other platform, Salesforce also needs to be managed well so that the data remains intact and complies with the regulatory requirements from a within-platform perspective. 
• Do you know that your Salesforce instance is compliant with all industry standards and compliance regulations? 
• Outsourcing allows you to have trained security personnel who can carry out the necessary security measures and security audits and help you comply with regulations like GDPR, HIPAA, or CCPA. They can manage user access, encryption, and security patching to reduce the risk. 

Scenario 5: Your Team Lacks Expertise in Salesforce 

• Salesforce is a living thing that you revise, learn new things, and keep up with. 
• If the in-house team does not have the visibility required, they may fall behind updates and new features. And this, in turn, leads to inefficiencies, mistakes, and lost opportunities.
• Outsourcing opens the doorway to experienced Salesforce pros certified on the platform.
• They keep themselves updated with new GAs and practices to ensure your sandboxes are continually optimized using all the tools available in Salesforce. 

Scenario 6: You Need to Enhance Response Times and Customer Support

• It is important that when people experience problems or have questions, support is quick and useful. 
• Lack of responsiveness and poor support can lead to customer dissatisfaction and decreased productivity. 
• The dedicated outsourced Salesforce admin team will provide a fast turnaround on issues and less interruption. 
• They can handle customer requests, solve issues, and train, which increases user satisfaction and the system’s general efficiency. 

Scenario 7: Need to Reduce Operational Cost 

• A full-time Salesforce admin can be expensive to hire and keep. You have to pay attention to the salary, benefits, training, and ongoing education. 
• Often, outsourcing is the way to go at a larger scale for all those costs associated with hiring someone full-time, but not the expense. 
• By picking the service level that fits your budget and needs, you can pay only for what you will use. 

Conclusion 

Outsourcing Salesforce Administration will become a key factor in optimizing your business performance and efficiency. To make a conscious decision and harness the wisdom of systems outside of your own at your scale, spot these seven indicators in your Salesforce environment. Remember, your Salesforce platform should be the fuel of your business (its success) and not a slow-moving bus holding it hostage.