Description
Salesforce Administration as a Service (AaaS) allows businesses to engage Pylons to
assist with ongoing
management and administration of their Salesforce instance on
a fractional basis, equivalent to the work
output of a quarter-time, half-time,
or full-time administrator. AaaS allows organizations to leverage
Pylons’
superior technical expertise, project management experience, and speed of work to
ensure that
their Salesforce instance is well managed, continually optimized for
their business needs, and always
up-to-date with the latest features and
releases.
Benefits
- Access to a team of experienced Salesforce administrators and consultants
- More efficient management of your Salesforce instance & increased system
performance
- More time to focus on core business operations
- Improved data quality and security
- Increased end-user adoption and satisfaction
- Expertise on the latest Salesforce features and releases, ensuring the org is
always up-to-date
- Reduced costs compared to hiring an in-house Salesforce administrator
- Flexibility to scale up or down as needed, without the need to hire additional
staff
- Customizable service packages to meet the specific needs of your organization
Scope of Work
Pylons’ Administration as a Service offering includes the following Administrative
tasks. Additional
services may be included on a case-by-case basis depending on
the needs of the organization.
- Manage user accounts, profiles, roles, and permission sets to ensure the
appropriate level of
access & security.
- Customize and configure Salesforce to meet business needs, including creating
custom fields,
objects, & workflows.
- Create & manage reports & dashboards to provide insights into sales
& business performance.
- Manage data quality & ensure data integrity through data validation rules,
duplicate management,
& data cleansing.
- Collaborate with business stakeholders & end-users to identify and
prioritize requirements for
new features & functionality.
- Manage integrations with other systems, such as marketing automation tools &
financial
systems.
- Maintain system documentation and ensure that processes are well-documented
&
communicated to stakeholders.
- Provide periodic training & support to users to ensure that they are able to
effectively use
Salesforce to perform their roles.
- Keep up-to-date with new Salesforce releases & features, & evaluate
their potential impact on the
organization.
- Ensure compliance with data privacy regulations, such as GDPR & CCPA.
