Which Salesforce support is best for your business? Ceterna Managed Services / Maintenance or Support Day?
Managed service packages, or what we normally call Maintenance, are one of the most effective ways to build a long-term relationship with your Ceterna consultant to consistently improve Salesforce for your organisation. With this kind of ongoing support, you get a monthly set amount of hours to work with your consultant to optimise Salesforce.
Support Day Salesforce support gives you flexible and budget-friendly assistance that you can call on when needed without a monthly subscription. With Support Day Services, you purchase a set amount of hours to work with your Ceterna consultant only when you require support.
Let’s look at the pros and cons of each to help you choose which is right for your organisation.
Pros and Cons of Salesforce Managed Services
If you’re already set up with Salesforce, but have reached a plateau on what you can do with your CRM, a Ceterna Managed Service or Maintenance Package may be the best solution for you. You’ll get ongoing support to ensure you have a system that is completely user friendly and streamlined for all your business processes.
Salesforce is a powerful platform that can be used for anything from simple contact management to designing a completely new interactive engagement tool. If your aspirations are high, you’ll want to find a consultant who can lead you in identifying innovative ways to build new improvements that matter most to your organisation.
For example, if you want to automate complex processes like updating or creating new records, emails or other multi-step tasks, your consultant can help you visualize the entire process and design rules in the Salesforce environment on what to do at each point of the process.
Data migration can also get complicated quickly, especially when you are merging data from multiple platforms into Salesforce. The cost and time it takes can be easy to underestimate, so it’s worth having ongoing guidance along the way.
For those just getting started with the Salesforce platform and looking for easy solutions to simpler processes, managed service plans may be less flexible than what your budget needs. Taking a phased approach to your project can also help you build a relationship with your consultant so you can feel confident in their recommendations before you commit to a longer-term service agreement.
Pros and Cons of Support Days Package
With Support Days Package, your Ceterna consultant can offer strategic advice to your company on more of a project-by-project basis. This can be the ideal stepping stone for those looking to get started with Salesforce on a limited budget, as well as if you’re looking for quick solutions to simpler processes like customising Salesforce reporting and dashboards.
For businesses that need the flexibility to change course rapidly, PAYG support can offer cost-effective implementation of the latest Salesforce technologies. It can help you react quickly to business or platform changes, ensuring you banish the spreadsheet and whiteboards for good.
Once you have the power to score more wins, increase productivity, and keep the pipeline filled with solid leads, you can start to identify gaps and get recommendations from your Ceterna consultant to plan future actions.
While Support Days can make the Salesforce platform easier in the short term by delivering agile business solutions, as you grow, so will the needs of your customers, employees and partners. As this happens, you’ll need more consistent recommendations for improvements from your consultant to set goals that address gaps and enhance business performance overall.
Salesforce Implementation is Just the Beginning
Your Salesforce journey does not end when your project does. Every business needs assistance throughout their entire Salesforce lifecycle to ensure they are maximising their ROI. Whether that assistance is ongoing or on a need-by-need basis can depend on where you’re at with your Salesforce implementation and overall business goals.
If your organisation wants to truly transform how you work with Salesforce, you need to partner with a Salesforce consultant who has a clear support process as you consider future improvements. That way, you can be assured you’re building the best platform for your business needs.
Ceterna Aligns With Your Priorities
At Ceterna, we treat every customer as a partner, which means that we take the time to get to know you, your business goals and how your business works. As the leading Salesforce partner in Hong Kong, we can help you maximise the potential of your CRM. Get in touch to see how we can help you take Salesforce to the next level for your organisation.