Get the Maximum Out of Your CRM With a Salesforce Administrator - PowerPoint PPT Presentation

About This Presentation
Title:

Get the Maximum Out of Your CRM With a Salesforce Administrator

Description:

A Salesforce administrator manages works closely with team members and ensures the works efficiently. Here is what a Salesforce system administrator does to optimize your Salesforce setup. – PowerPoint PPT presentation

Number of Views:99

less

Transcript and Presenter's Notes

Title: Get the Maximum Out of Your CRM With a Salesforce Administrator


1
www.damcogroup.com/salesforce
Get the Maximum Out of Your CRM With a Salesforce
Administrator
www.damcogroup.com/salesforce/
2
Introduction
An admin in Salesforce works with teams and
performs various activities ranging from data
validation, troubleshooting, report creation,
audit, etc. In short, you can say his/her
performance defines how well you are going to
optimize your platform. But hiring an in-house
team of Salesforce professionals requires a large
monetary investment which may not be suitable for
your business. To get the max out of your
investments, you can consider hiring Remote
Salesforce Administrators.
3
Remote administration experts act as your
extended team and help you in various areas
Salesforce Configuration
Updating Salesforce
01
02
03
Faster Resolution to User Queries
04
Proactive Improvisation
4
1
Salesforce Configuration
After you install Salesforce, you may notice that
the default setup does not match your business
needs and requires adjustments. A Salesforce
System Administrator helps you make those changes
and configures Salesforce so that it works
without any hassle. This includes creating new
objects, fields, dashboards, etc.
5
2
Updating Salesforce
Salesforce releases three annual updates where
new and updated features are rolled out. It is
important to keep Salesforce updated at all
instances to leverage the maximum benefits of its
features. A Remote Salesforce Administrator reads
release notes, makes slight changes in workflow/
functionality orientation and suggests to
stakeholders about major changes.
6
3
Faster Resolution to User Queries
It is important to resolve user queries quickly
as it can otherwise hamper user performance. To
prevent these circumstances, it is important to
hire a Salesforce System Administrator who
understands user queries and situations that led
to them. With an expert admin alongside, your
team can focus on their core tasks while your
admin manages Salesforce activities on your
behalf.
7
4
Proactive Improvisation
A Salesforce Administrator makes the system
improved, processes streamlined at all times.
This requires integrating third-party
applications, carrying out data migration from
other business applications, and developing
custom applications. Salesforce System
Administrator looks for possible applications on
the AppExchange platform and leverages the
Lightning platform to implement such apps to
Salesforce.
8
In a Nutshell
A Salesforce Administrator helps businesses in
implementation, configuration, process
management, customization, and app integration
activities and ensures you are always updated.
Businesses that do not want to hire an in-house
team of Salesforce professionals can consider
hiring a Remote Salesforce Administrator or an
in-house team based on their requirements and end
goals.
9
THANK YOU
1 609 632 0350
info_at_damcogroup.com
www.damcogroup.com/salesforce
Write a Comment
User Comments (0)
About PowerShow.com