Salesforce shouldn't be a fancy Rolodex.
Salesforce CRM can help you gain unparalleled insight into your sales pipeline, streamline your business processes, and outshine your competitors in customer service. But, like any business asset, it requires strategic and ongoing management.
Unfortunately, many companies' best intentions for managing their Salesforce platform fall by the wayside as their teams tackle other, more urgent, priorities.
If that sounds like you, we can help.
Virtual Admin Program
for Salesforce Sales Cloud
Our Virtual Administrators can help you get more out of Salesforce — without busting your budget.
A dedicated, on-call team member — for as many hours per month as you need.
Whether you're a long-time Sales Cloud user or have just launched your org, our Virtual Admin Program provides a cost-effective option to help you get the most out of your investment.
- User management
- Security & permissions
- Release prep
- User training
- Field creation & management
- Custom objects
- Lightning apps
- Page layouts
- Mobile configuration
- Importing and exporting data
- Validation rules
- Duplicate cleanup
- Data quality checks
- Custom reports
- Custom dashboards
- Automated reporting
- List views and monitoring
- App Exchange installations
- Gmail and Outlook integrations
- Calendar integrations
- Workflow rules
- Approval rules
- Process builder
- Buttons and quick actions
Need something else?
Looking for help with other Salesforce products? We offer support programs for Pardot, Marketing Cloud, Service Cloud, Field Service Lightning, CPQ, and Community Cloud!
Need a developer? Our Salesforce-certified developers are ready to help with triggers, API and other integrations, app development and more!
Best for small companies with fewer than 5 users who use Salesforce only for basic lead, contact, and opportunity tracking.
Best for companies that are in growth mode and looking to get more out of their software, their data, and their team.
Best for small companies with dozens of users who are using the Salesforce platform as an enterprise-level business management system.