Salesforce is the most feature-rich Customer Relationship Management (CRM) software out there. It has over 15 million active business users as of now and it is a core part of managing enormous amounts of enterprise data.
However, Salesforce CRM comes with off-the-shelf solutions that might not exactly fit with your business requirements straight away. That is why businesses reach out to Salesforce administration services to get the platform to do what they want it to.
These services provide companies a Salesforce Admin that manages, builds, and optimizes the Salesforce platform so the business can use the CRM to its maximum potential.
But why is there a separate professional role for that? Why can’t companies just do that with their own in-house teams? In this article, we’ll answer these questions by giving your five top reasons why every business needs a Salesforce Administrator.
What is a Salesforce Admin?
A Salesforce Administrator is an all-rounder who is responsible of configuring and customizing the entire platform. Moreover, they also have to strategically align the Salesforce CRM with the business objectives.
Your Salesforce Admin is a liaison between your business and the Salesforce ecosystem. Salesforce administration services provide admins that work closely with stakeholders to understand their requirements, define system specifications, and then customize the Salesforce platform accordingly.
Here are the core responsibilities of a Salesforce Administrator:
Platform maintenance: Building and maintaining the Salesforce platform to meet the company’s specific needs.
User management: Setting up new users, managing user access, and ensuring appropriate security levels.
Reporting and dashboards: Creating custom reports and dashboards to track business goals and provide actionable insights.
Business process automation: Automating business processes to save time, reduce errors, and improve efficiency.
User support and training: Providing ongoing support and training to users to ensure they can effectively utilize the platform.
Data Management: Keeping company data clean, accurate, and secure.
Customization: Customizing fields, layouts, and workflows to match evolving business processes.
Staying current: Staying current on new Salesforce features and updates to leverage the latest functionalities.
Five reasons why your business needs a Salesforce Admin
These are the top five major reasons why ever organization needs a Salesforce Administrator.
1. Specialized skills
Salesforce has a vast set of features, and your in-house team won’t have all the knowledge and skills to manage the platform. Salesforce administration services provide certified Salesforce Admins that have specialized skills to manage the CRM platform.
These are industry professionals who have passed the Salesforce Administrator Certification and have years of experience. If you hire a Salesforce Admin, it will give you access to expertise that you precisely need for your business needs.
2. Customization and scalability
Businesses are run to grow and evolve. But that also means that your business technologies must also keep up with that pace. Salesforce administration services customize and adapt the platform to accommodate these changing business requirements.
A Salesforce Admins expertise ensures that the Salesforce instance remains scalable and flexible, growing with the company.
3. User adoption and support
How can your in-house team manage the Salesforce platform if they aren’t comfortable using it themselves? For this reason, companies prefer the support of Salesforce administration services to drive user adoption and provide training and support to their employees.
Salesforce Admins act as the go-to experts for any user queries, which helps employees use the platform and ensures that all team members can utilize Salesforce to its full potential.
4. Automating workflows
Automation is one of the strengths of Salesforce. The platform can automate many of the tedious manual business operations that consume a lot of time and energy that hinders productivity.
However, Salesforce automation isn’t straight forward, and you need the expertise of Salesforce Admins to automate your workflows that deliver results and align with your overall outcomes.
Salesforce administration services usually have role-specific Salesforce Admins that expertise in using the Salesforce automation tools like Flow Builder, Apex, and Provar.
5. Keeping the platform updated
Salesforce regularly releases new updates and features. It won’t be possible for your in-house team to keep up with these frequent updates and implement them all the time. Salesforce Admins stay on top of these changes and ensure the company is using the latest functionalities.
This keeps your CRM platform moder and efficient, using the best practices.
Conclusion
The job title of a Salesforce Admin looks like a usual IT support professional, but it is much more than that. They are an integral to the success of any business using the Salesforce platform.
Salesforce administration services grow the Salesforce ecosystem and connect a company’s strategic objectives with the powerful capabilities of Salesforce. If you have a Salesforce Admin onboard, it will ensure smooth CRM operations, exceptional user experience, and business excellence.
Contact with Salesforce administration services right now to get expert support for your enterprise.