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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.

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5 Signs You Need a Salesforce Administrator

Virtual Admin Program

for Salesforce Sales Cloud

Our Virtual Administrators can help you get more out of Salesforce — without busting your budget.

Virtual Salesforce Administrator

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.

How it works:

We'll pair you with a Salesforce-Certified Administrator.
Your Admin will be your consistent point of contact. So you'll have the benefit of an expert who truly gets to know YOUR system and YOUR company.

You'll meet with your Admin periodically to identify goals and priorities.
Your Admin will set up a standing meeting with you for once or twice per month so you can work together to map out priorities for managing and optimizing your Salesforce system.

Your Admin will get to work — and be on-call.
Your Admin will work on projects you've identified during your monthly meetings and be on-call to address any issues that pop up between your scheduled check-ins.

You pay only for the support you need.
Choose from monthly packages of 10, 25, or 50 hours or more based on the level of support you need. For one predictable monthly cost, you'll have access to an expert who can help address your company's ongoing and emerging needs.
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Ready to get started?
Get a quote

What's included:

Salesforce administrator

Administration

  • User management
  • Security & permissions
  • Release prep
  • Documentation
  • User training
Settings

Configuration

  • Field creation & management
  • Custom objects
  • Lightning apps
  • Page layouts
  • Mobile configuration
Data Management

Data Hygiene

  • Importing and exporting data
  • Validation rules
  • Duplicate cleanup
  • Data quality checks
Reports and Dashboards

Reporting

  • Custom reports
  • Custom dashboards
  • Automated reporting
  • List views and monitoring
Email and Calendar Integrations

Integrations

  • App Exchange installations
  • Gmail and Outlook integrations
  • Calendar integrations
Automation

Automation

  • 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!

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Have questions?
Let's talk! Schedule a chat with a member of our team.
Book a meeting

You can also email us or call us at (304) 470-3004.

Monthly Packages
Basic
10
Hours Per Month

Best for small companies with fewer than 5 users who use Salesforce only for basic lead, contact, and opportunity tracking.

Growing

Most Popular!
25
Hours Per Month

Best for companies that are in growth mode and looking to get more out of their software, their data, and their team.

Enterprise
50+
Hours Per Month

Best for small companies with dozens of users who are using the Salesforce platform as an enterprise-level business management system.

Get a Quote

Ready to get started?

Get a quote