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.

5 Signs You Need a Salesforce Administrator

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.

Ready to get started?

• User management
• Security & permissions
• Release prep
• Documentation
• 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!

Have questions?

Let's talk! Schedule a chat with a member of our team.

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

Monthly Packages

Ready to get started?