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Post-Launch Care for Salesforce Projects

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It’s common these days to hire Salesforce developers and other professionals to work on and manage Salesforce projects. But getting the project developed cannot be considered as the work done. The projects further need post-launch care to make sure the features stay updated with each upcoming Salesforce release. 

Many people end up making the mistake of considering the project to be completed after the launch and miss out on focusing on post-implementation support. Salesforce CRM keeps getting updated continuously, which makes it important to make sure our Salesforce applications are well-aligned with the new updates, making post-launch care necessary. 

Include Post-Launch Care for Salesforce Projects

As a company hires Salesforce experts for developing Salesforce applications and customization, the need is to ensure that they should also provide the post-implementation support to keep updating the application as the business grows. Here we have listed types of care that are necessary post-implementation. 

1. User Adoption

Even if the Salesforce developers have added revolutionary features to your project, it will only be considered useful if the potential users of the application can use all those features. Even the most cutting-edge technologies tend to fail because users are not able to work through them. 

This is why it is important to make sure that your Salesforce developers provide the needed knowledge material, training sessions, or videos to ensure user adoption for the Salesforce applications. Here are some points that can be included:

  • Train the staff to use the system
  • Provide concise and lucid knowledge and training material
  • Provide technical and non-technical support to users

2. Upgrade and Optimize

After the implementation work is completed, the need is to upgrade the system when required and maintain it accordingly. As you keep using your Salesforce solution, you might want to integrate it with other third-party applications and add-ons. 

Businesses need to constantly work on their Salesforce org to get it ready for data visualizations and integration that might keep coming in the way. The continuous process to upgrade the Salesforce solution would need experts to maintain it after the implementation. 

3. Continuous Improvement

Working on a Salesforce solution means focusing on continuous improvement of the Salesforce instance. After the implementation of the Salesforce project, you need to make sure that experts work continuously including new features that would enhance the capabilities of the Salesforce solution. 

Get Project Support with Post-Launch Care

While hiring Salesforce experts for Salesforce project development, make sure to get on board a team that could develop your Salesforce application and also provides the post-launch care to upgrade the system whenever required. 

Contact our experts to discuss your project requirements and get the Salesforce-certified team that will take your business a long way.

Salesforce can be highly transformational for any organization as it can successfully change the entire way a company carries its processes.  But despite the many benefits of Salesforce and its indisputable leadership in the business sector, some key Salesforce challenges hinder its absolute success. 

Every business has huge expectations when implementing Salesforce. The extensive capabilities of Salesforce have made it some popular. But it is also important to consider its challenges before moving forward. So, let’s take a dive and find out the major issues with the Salesforce CRM. 

Key Salesforce Challenges You Must Know

Businesses moving to Salesforce always consider a wide array of advantages. But they should also look on the other side of the coin. We have listed here some key Salesforce challenges that should be known and addressed before implementing the platform.

1. Complex Customizations which can get Off-Track

We know Salesforce as a powerful customizable platform. But sometimes customizing its features can get too complex, and it can easily go off-track in terms of budget and scope. 

With ample Salesforce customization capabilities available, companies can sometimes end up going beyond the reasonable limit for customization. This might lead to the solution becoming more complex.

2. Salesforce can be Expensive and has Implicit Costs

There are times when Salesforce customers complain that the CRM system is becoming heavy on the pocket. For a growing business, the storage capacities provided by Salesforce end up being insufficient, and they have to pay more to extend it.

Companies also face issues with the extra cost of Salesforce support. The basic support provided by the free Standard support plan is limited, due to which companies have to move to the Premier Support plan. What can be a better option here is to hire an experienced Salesforce consulting service to offer long-term support with your CRM system.

3. User Adoption Issues and Steep Learning Curve

Although Salesforce is known for its extensive range of features, it will only be effective if the users are aware of how to use those. To master Salesforce features, users must conduct introductory training, which should be a detailed explanation of all the features.

The training duration for user adoption depends on the number of custom-built features added to the Salesforce instance. A minimum of a couple of weeks of training is needed, which will be a combination of self-learning and instructor-led sessions. But there are chances that even after the training, users might face issues.

4. Limited Deployment Options 

Numerous competitors of Salesforce like Microsoft Dynamics 365 and Oracle CRM tend to provide their customers with multiple deployment options. They even provide different cloud deployment models for the customer to choose from according to their needs. That’s not the case with Salesforce. 

Salesforce only had a single cloud deployment option with only the public cloud deployment model. This limitation can sometimes become an issue for organizations wanting to manage the infrastructure of the CRM themselves.

Hire Experts to Overcome These Key Salesforce Challenges

Though Salesforce has various issues that should be considered before the acquisition, there’s nothing that can’t be fixed. In fact, with the right help, you don’t even have to face any of these issues.

With the help of our Salesforce experts, Salesforce onboarding feels like a piece of cake as we’ll counter all the possible challenges to help your business make the most of Salesforce capabilities. Reach out to us at sales@360degreecloud.com to know more about our services and expertise.

Salesforce has got everything that a business needs to improve its processes and streamline all the work with a unified view of data. But even after getting started with Salesforce, it is possible that a company might get stuck somewhere in the journey or might need assistance to get better out of Salesforce. That’s where Salesforce Help comes into play. 

Salesforce includes the Salesforce Help as a help and support arrangement to assist businesses and teams to utilize the Salesforce platform at its best and keep learning about every new update and feature to implement it in the organization. Salesforce offers its help to the users in the form of:

  • Documentation: It offers videos, documentation, and walkthroughs that will help a business succeed in its goals.
  • Trailhead: Teams can follow a guided learning path with the help of fun interactive tutorials.
  • Trailblazer Community: Teams can also connect with the Trailblazer Community to get answers to their queries.

Everything Salesforce Help Has Got to Offer 

Salesforce has got everything ready for its users so make sure they never get stuck anywhere in the Salesforce journey. There’s a lot that Salesforce has set for its customers to support them throughout their business processes after they have made a choice from different types of customer success plans.

1. Increase Return on Investment

  • Salesforce will guide you on the right path, from choosing the right success plan to improving the processes.
  • You will automatically get the online support and training that will help you understand more about working on Salesforce.
  • Salesforce help and support will give you access to 24/7 direct access with the team, on-demand admins by upgrading to Premier Success Plan

2. Collaborate with Specialists

  • With the needed help, you and your team can get the ease to collaborate with consultants and other certified experts for guidance.
  • You can benefit from advisory services to transform your business to reach your goals. 
  • You can get best-practice training, planning and strategic engagements, innovative experience, and custom-built Salesforce solutions for your business. 
  • Salesforce Help can even help you connect with experts who specialize in nonprofit and higher education communities. 

3. Get Trained and Certified at the Source

  • You and your team can get access to Salesforce training and certification that will help them expand the knowledge.
  • As the Salesforce customer, you will be able to get access to discounts and instructor-led training, and Salesforce certification
  • Salesforce even offers virtual training, private workshops, self-led courses, and Trailhead.

Leverage Salesforce with the Right Help

Salesforce is always ready to provide support to its users whenever they are stuck at any issue or have any concerns. Whether it is through tutorials or 1-to-1 sessions with the experts, businesses can choose their way to work through the platform. 

As you keep moving ahead with Salesforce, you might face complexities for which using Salesforce Help won’t be feasible at all times. All you need then is the support of experienced Salesforce consulting services. For more information on 360 Degree Cloud, feel free to contact us.

When it comes to managing your Salesforce platform, you need support from experts. Salesforce brings different types of Salesforce support plans for customers to start on the right ground. But how do you know which Salesforce support plan is right for you?

While Salesforce Standard success plan is the basis of all, it can help a business to set its initial foot with Salesforce. But for a company that wants big things for its business, the standard plan won’t work out for it. That is where a business would need Salesforce Premier Support. 

Why Salesforce Premier Support Plan?

Customer success is a top priority for any organization, and Salesforce understands that. That’s why it came up with the Premier Success Plan to help you deliver value through your business. Here’s what’s included in the Premier Success Plan:

  • 24/7 technical support
  • Expert coaching
  • Exclusive raining discounts
  • Ask-an-Expert office hours 

Premier Support will help you accelerate your business value. You will achieve the technical guidance and insights that will be tailored according to business goals. It will allow you to deploy innovations and capabilities with confidence and boost productivity, keeping your vision on track. There are different ways in which a Salesforce Premier success plan can help your business. 

Contacts

Salesforce Premier Success plan grants your company access to designated Salesforce professionals who can efficiently work with both your team and Salesforce. The professionals will handle inquiries with cases, support, and troubleshooting.

To resolve more complicated issues quickly and efficiently, you can consider connecting with top Salesforce partners for Salesforce customization. The Salesforce professionals will be well-versed with your business goals, providing the needed Salesforce support to make sure app integration, cases, and troubleshooting needs are met seamlessly. 

Cases & Support

The Premier Success plan will give your team the option for over-the-phone support and online case filing. You can handle Cases in order of severity. Issues of high importance can be acknowledged in as little as an hour,  followed by issues with lower priority. The team can handle Cases via email and case filing through our 24/7 customer portal.  

Salesforce Education & Training

Salesforce Premier plan comes with an online education knowledge base with plenty of information on Salesforce that can help your team. You can also get extensive and free training materials for customers to aid in training. 

You can also count on certified Salesforce consultants who won’t require the extra resources, time, and cost it would take to train your team members. It will give your team time to be more productive in the roles they were hired for, resulting in fewer wasted hours and training costs.

Choose The Right Plan and Experts for your Business

Starting with a Salesforce success plan will help you access in-depth knowledge, case correction, and support your team needs with the CRM. Going with the Premier Success Plan can help set the foundation for you, provided with technical assistance. To increase the efficiency with Salesforce, connect with a team of Salesforce experts who understand your business objectives and can help you use Salesforce in a tailored way to meet your business goals. Reach out to us at sales@360degreecloud.com to learn more about Salesforce plans and customized solutions.

Customer success is when the customers can achieve their desired business outcomes by leveraging the Salesforce platform. Providing a suitable customer success plan means providing them the experience they have when they interact with Salesforce as a company. For them, it is knowing that they can trust and rely on us to solve their problems. If a Salesforce support team can help customers get to their desired state and with a positive experience, customer success will be achieved.

Before you select your project support, you need to choose a relevant success plan, Salesforce has come up with different success plans, out of which the customer can pick the most suitable one. There are three major success plans by Salesforce- Standard, Premier, and Signature.

Let’s dive into it to find everything each success plan holds for customers.

Standard

The Standard success plan provides customers with self-guided resources like demos, online learning methods, and community advice. It is the most basic plan that Salesforce offers and is included in all licenses. 

With the Standard plan, you’ll be able to get access to:

  • Trailhead
  • Trailblazer Community
  • Help Portal
  • Success Center, and
  • Technical Support. 

The beginners can consider getting started with the Standard plan, but it is important to know that there’s a lot that the plan does not cover, like 24×7 phone support and other proactive services.

Premier

The Premier success plan of Salesforce is the most popular one. It includes everything you get from the Standard plan, along with the additional assistance of an expert for adoption guidance and any other help. It also provides the user with coaching with live customer support to overcome any hiccups faced during the Salesforce journey.  

With the Premier success plan, the user will get:

  • 24×7 phone support 
  • Developer support
  • Expert coaching sessions

The user can also benefit from the personalized success paths to customize with the Trailhead Academy Discounts. The Premier plan also provides customers with easy business value and technical health reviews, evaluating their current Salesforce use.

Signature

Most of the large businesses work with Salesforce through the Signature plan that helps to drive their business forward with personalized and proactive expertise. It helps companies to get one-to-one guidance and industry-leading support from Salesforce experts for maximizing business growth. With a Signature plan, users can get in touch with experts for advice who can understand the business well. 

The Signature plan gives you access to:

  • Proactive services for automated and continuous monitoring for the system
  • Early warnings on any issue 
  • Quick and easy technical health reviews to timely diagnose and fix any prevailing issue.

Users will get 24×7 customer support and an emergency hotline with super-fast response times. Along with this, users will also benefit from personalized roadmap readiness to have a tailored action plan prepared for any Salesforce releases or ongoing improvements.

Choose The Suitable Success Plan to Get Started with Salesforce

Salesforce has got everything that a business might need, and this is where any organization needs to think of its expectations from Salesforce. Every business is unique, so are its requirements and expectations. Take time to analyze your unique business requirements before you pick your success plan. 

But if you still face issues to find what’s right for your business, reach out to our expert Salesforce partners at sales@360degreecloud.com for guidance and a range of Salesforce-based services.

Engaging a project support team for Salesforce is a great way to take the hassle out of understanding or fixing issues or concerns you might face while working on a Salesforce project to make sure you’re maximizing the full use of Salesforce.

Whether you’re already relying on a Salesforce consultant to help manage your Salesforce Platform product or you’re only just exploring the possibilities of what a Salesforce support service can offer, it can be tough to find out what you should be looking for. We are here to help you with everything you can expect when hiring reliable project support for Salesforce.

Guidance on your Salesforce setup

It is vital to get help and support at any point in the Salesforce journey is vital. But it is needed the most when you’re at the beginning. When starting on your Salesforce project, it’s important to have a Salesforce expert to advise you. You need someone who understands your business well to implement a setup structure that is fit for your project.

A reliable Salesforce partner will be able to guide you through a successful Salesforce implementation that will minimize the potential for any hiccups along the way. It will help to ensure that your system is established keeping the long-term goals of your business in mind.

Technical Expertise Needed For Your Project

The right technical skill and know-how are a must when it is about working on a Salesforce project. The Salesforce support team you hire should be able to expertly identify, resolve, or advise on technical issues you may face at any point in your Salesforce journey. 

Technical support can include but is not limited to assistance for integration, configuration, and customization, resolving any seemingly inexplicable system errors, and identifying ways to improve on your current system setup.

Responsive, Ongoing Salesforce Support

The Salesforce implementation service or support team should be able to provide assistance and advice to you no matter how new or established your Salesforce system is. The right help with the initial Salesforce setup can help to make a smooth start for the marketing or sales functionality of your business. It is useful when a Salesforce consultant is committed to being available to you beyond initial implementation.

Having a project support team means you can effortlessly raise any question or issue when you need to. A fluid, responsive and agile system of communication is essential for comprehensive and ongoing support.

Certified Salesforce Experts to Deliver Value

It goes without saying that if you’re looking for project support for Salesforce, it’s best to seek a service that is an accredited Salesforce Partner with professionals having Salesforce certifications. This will make you sure that you are in good hands with qualified experts in Salesforce system management who know what they’re doing.

Hire a Salesforce Support Team You Can Trust

As a business, you should be able to trust what gets put into Salesforce, so none of your time and effort are wasted. Additionally, even if you are using third-party applications, you’ll need someone to help you integrate those with Salesforce implement best practices for the business. The need for a qualified Salesforce project support team is growing at a rapid rate, and smart businesses recognize the need for professional management for their mission-critical sales & service platform. Take your first step by reaching out to us at sales@360degreecloud.com, and we’ll have a detailed conversation to provide you the suitable project support your business needs.