4 RESPONSIBILITIES OF YOUR SALESFORCE SUPPORT PARTNER TO MAINTAIN CRM HEALTH

Publish date:

• 9th February, 2021

“ If you have a good support system to support your Salesforce CRM, then you can't go wrong in your business. “ – Quote by Mr. RS Mann, Global CRO, Codleo Consulting, Salesforce Consultant. 

Now that you have successfully deployed Salesforce CRM in your company, the work has just begun. To ensure that all goes well with your deployment, you need to contact Salesforce support services with the right SFDC consultant for as long as you feel the need for one. If you are wondering why you would need such a partner, then the below blog is just right for you. So, let’s read and familiarise ourselves with their responsibilities and how they will benefit your business & you. 

The 4 responsibilities of your Salesforce support partner / Salesforce consultant are: 

• Move to the happening Lightning version. As we are all familiar with Salesforce, they currently offer two versions: the outdated classic and the bold lightning. Eventually, Salesforce will stop supporting the classic version. Plus, all new features will be on the lightning platform.  So, it is in the interest of all business entities to move to the lightning version sooner or later. Your assigned Salesforce Consultant will help you with the move.  It is a key responsibility of SFDC Support services.  

• Keeping up to speed with new releases and security updates. With 3 editions being launched annually by Salesforce, the influx of new releases, features, and security issues is a constant flow. It is the responsibility of the Salesforce Support Services vendor to ensure that the best and most relevant version, its features, etc. are with you. This is the hallmark of a good SFDC partner / Salesforce consultant. 

• Managing data fixes and optimizations. Salesforce Support Services includes determining whether the data needs to be mopped up well, creating an optimal backup of the scheme, and improving the holistic capabilities of your data bank. Get in touch with Codleo Salesforce Consultant for support. 

• Intensive technical support is always needed. A good Salesforce Support Partner like us provides comprehensive technical support 24 x 7, 365 days a year, to ensure that your business performs optimally. Your success is our success. The support could be onshore or offshore, depending on your needs and other criteria provided by the Salesforce Consultant. 

Codleo Salesforce Consultant provides excellent Salesforce support that will ensure you get the most out of your Salesforce CRM. Get in touch today to get a quote regarding the same. 

Ensure optimal CRM health! Partner with Codleo for expert Salesforce support. Contact us today!

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.