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Salesforce Assistance Sales Cloud - SOW (pdf)

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Salesforce Assistance - MNDA (pdf)

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Salesforce Assistance - Order Form (pdf)

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Frequently Asked Questions

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1.  How can Salesforce Assistance benefit my business?

Salesforce Assistance involves leveraging the expertise of our certified Salesforce Administrator well-versed in Salesforce to help you optimize your Salesforce implementation and or utilization. This can lead to improved efficiency, streamlined processes, and enhanced customer relationship management. By choosing consulting services, you gain access to specialized skills and knowledge that may not be available in-house.

2. Why should I consider Salesforce Assistance over hiring a full-time Salesforce administrator or developer (FTE)?

Instead of having a full-time employee (FTE) dedicated to Salesforce, consulting per project offers several advantages:

  • Cost Efficiency: Hiring a full-time Salesforce expert can be costly when you consider salary, benefits, and other associated expenses. With consulting, you pay for services only when you need them, potentially saving you a significant amount of money.
  • Expertise On-Demand: You have access to a team of seasoned Salesforce consultants with diverse skills and experiences, ensuring you get the right expertise for each project without the overhead of maintaining an FTE.
  • Scalability: As your business needs change, you can easily scale up or down the level of consulting services required, providing flexibility that isn't possible with a fixed FTE.

3. What types of Salesforce projects can I outsource to a consulting firm?

You can outsource a wide range of Salesforce projects for Sales Cloud, Service Cloud and Marketing Cloud including:

  • Salesforce implementation and customization
  • Data migration and integration
  • Workflow automation
  • Salesforce training and support
  • Reporting and analytics
  • Security and compliance assessments

4. How do I choose the right Salesforce consulting partner for my business?

When selecting a Salesforce consulting firm, consider the following factors:

  • Experience: Look for a firm with a proven track record of successful Salesforce projects.
  • Certifications: Ensure their consultants are Salesforce-certified professionals.
  • References: Request and check client references to gauge their reputation and client satisfaction.
  • Customization: Evaluate whether they can tailor their services to meet your specific business needs.
  • Communication: Assess their communication and responsiveness to ensure a smooth collaboration.
  • Cost Transparency: Ensure they provide clear pricing structures and project scopes.

5. What are the typical engagement models for Salesforce consulting services?

Salesforce consulting firms typically offer various engagement models, including:

  • Project-Based: You pay for specific projects or tasks as needed.
  • Retainer-Based: You retain services on an ongoing basis, paying a fixed fee each month for a certain number of consulting hours.
  • Ad Hoc Support: You request services on-demand when issues or questions arise.

6. Can I combine in-house Salesforce staff with consulting services?

Yes, many businesses choose to have a mix of in-house Salesforce personnel and consulting services. This hybrid approach allows you to have day-to-day support from in-house staff while tapping into consulting expertise for more complex projects or as-needed assistance.

By adopting project-based Salesforce consulting services, you can save money and efficiently manage your Salesforce needs without the burden of maintaining a full-time Salesforce employee on your payroll.



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