7 Requirements for a Salesforce Managed Services Partner

In the last couple of years, ever since the digital competition has blown out of proportion and nearly every small and multimillion-dollar corporation has taken residence in the digital space, expediting your customer services has become all the more important. Your organization or brand is only as good as the amount of attention you pay to your customers.

We enable organizations to provide incredible salesforce-managed services by enlisting all the benefits of the salesforce management platform below.

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What is Salesforce Managed Services?

Salesforce managed services help you keep your external affairs in order by automating and streamlining workflow. 

Many businesses have realized that without a proper communication channel with their customers, they can’t thrive. The only way to build customer loyalty is by ensuring all the complaints, queries, and concerns of customers are being addressed. Salesforce ensures that various aspects of an organization, such as marketing, sales, customer services, and future planning, are all streamlined.

There are various key features of salesforce managed services. Here are seven things to Look for in a Salesforce Managed Services Partner

Key features of Salesforce managed services

  1. Easy to Implement – The first thing to look for when finding a salesforce service partner is a team that will deploy the CRM software successfully into your business model to track all previous and potential customers.
  2. Customizable – The CRM platform should be customizable to fit your business needs. The salesforce-managed services partner that you find should be able to do that.
  3. Integration – The salesforce-managed services partner should be able to connect the CRM platform to other APIs that will interpret different messages across your business channel.
  4. Data Management – The service provider should be efficient, monitor all the activity across the channels, and push your business goals for desired results accordingly.
  5. Training Session – Lastly, the service partner should also conduct introductory training sessions to ensure the agents make the most out of the CRM platform.
  6. Improved Efficiency: With Salesforce Managed Services, your business can benefit from streamlined workflows and optimized processes, leading to increased efficiency and productivity.
  7. Reduced Downtime: Salesforce Managed Services ensure that your Salesforce system is always available, reducing downtime and minimizing the impact of any disruptions.

Let’s talk about Salesforce Managed Partners.

Salesforce Managed Partners is a type of partner within the Salesforce ecosystem that have a direct relationship with Salesforce and has been vetted and authorized by Salesforce to provide a variety of services to Salesforce customers. Managed Partners are typically established and well-respected consulting firms that have a deep understanding of the Salesforce platform and a proven track record of successful customer engagements.

Managed Partners have access to a range of benefits and resources from Salesforce that are not available to other types of partners. For example, Managed Partners receive priority support from Salesforce, which can be extremely valuable when troubleshooting complex issues or implementing new functionality. They also have access to a range of training and certification programs that help them stay up-to-date with the latest developments on the Salesforce platform.

One of the key benefits of working with a Salesforce Managed Partner is their expertise in delivering customized solutions that meet the specific needs of Salesforce customers. Managed Partners have a deep understanding of the Salesforce platform and can help customers to identify and implement the right tools and functionality to achieve their business objectives. They can also provide strategic guidance on best practices and help customers to optimize their use of the platform.

In addition to providing consulting services, Managed Partners may also offer a range of other services, including implementation, integration, and ongoing support. These services can be customized to meet the unique needs of each customer and can help to ensure a smooth and successful implementation of Salesforce.

Overall, Salesforce Managed Partners is a valuable resource for any organization looking to leverage the power of the Salesforce platform. They provide a range of services and benefits that can help customers to maximize their investment in Salesforce and achieve their business objectives.

The 7 Requirements for a SalesForce Managed Services Partner.

1- Expertise and Experience: Your Salesforce Managed Services Partner should have extensive experience and expertise in Salesforce and related technologies, such as CRM, marketing automation, and customer experience management.

2- Flexibility and Scalability: Your MSP should be able to provide customized services that meet your specific needs and scale up or down their services as your business evolves.

3- Proactive Maintenance and Support: Your Salesforce Managed Services Partner should provide proactive maintenance and support to ensure that your system is always running smoothly and any issues are addressed quickly.

4- Reliable Performance: Your MSP should have a track record of delivering reliable and high-performance services, with guaranteed uptime and response times.

5- Security and Compliance: Your Salesforce Managed Services Partner should have robust security measures in place to protect your data and ensure compliance with relevant regulations and standards.

6- Communication and Collaboration: Your MSP should have effective communication and collaboration processes in place, including regular updates and reporting, to ensure that you are always informed of the status of your Salesforce system.

7- Continuous Improvement: Your Salesforce Managed Services Partner should be committed to continuous improvement, staying up-to-date with the latest technologies and best practices, and constantly looking for ways to optimize your Salesforce system and processes.

What are the  advantages of Salesforce Managed Services?

Cohesive Strategy

One of the significant reasons we advise integrating a third party into the framework is that it allows them to look into your business model and provide essential suggestions to boost your revenue.

Sometimes your CRM doesn’t work because of poor strategy, little to no knowledge about the business model, and lack of executive engagement. DTC Force ensures you get the best out of salesforce from a strategic point of view.

Highly Flexible

Another great advantage of salesforce managed service is that it handles various business tasks. From streamlining things on the customer support front to providing consultancy to your sales team, the salesforce managing service partner will ensure your business operations are addressed.

Cost Effective

Hiring and retaining employees require an extensive budget and high profits. You have to retain them whether or not your business is making profits. But with salesforce service partners, you only pay when you need to.

You don’t have to retain their services, so there won’t be a hole in your pocket. Simply hire the services when needed and terminate them when you’re done.

Impeccable Features

Considering Salesforce has already rolled out three impeccable updates, you can rest assured that the CRM platform comes loaded with only features to boost your business. And the best part is the managed service providers hold regular seminars and workshops to teach agents how to run CRM instead of just throwing them into the thick of things.

Salesforce always has new updates and features rolling in. These features enhance your business performance and help it grow exponentially. So, if you’d like to take things to the next level and boost your business performance, onboarding a salesforce-managed services partner would be a good start.

Absolute Satisfaction

Most of all, you will have absolute satisfaction and peace of mind that professionals are taking care of your business. There will be little to no doubt, and the salesforce managed service partner will ensure all your goals are met.

This is one of the most incredible benefits of hiring professionals to do your work. You can have the peace of mind that if something goes wrong, the team will take care of it.


Scalability is an important feature of Salesforce Managed Services that enables businesses to adapt and grow without any disruption to their operations. As a business expands, its Salesforce requirements also change, and it becomes necessary to scale up or down the services provided by the MSP accordingly.

For example, a growing business might require additional customizations or integrations to its Salesforce system, or it might need more support and maintenance as the number of users increases. With a Salesforce MSP, scaling up the services provided can be easily achieved by adding more resources, such as additional support staff, developers, or administrators, to meet the new requirements.

On the other hand, as a business evolves, it might need to scale down its Salesforce services, such as reducing the level of support required or reducing the number of users on the system. This can also be done seamlessly and without causing any disruption to the business.

The ability to scale services up or down as required, without any negative impact on operations, is a key benefit of Salesforce Managed Services. It ensures that businesses can quickly adapt to changing market conditions or growth opportunities while maintaining a high level of service and support from their MSPs.

Proactive maintenance and support

Proactive maintenance and support is a crucial aspect of Salesforce Managed Services, which aims to minimize the risk of system downtime or data loss. MSPs achieve this by providing regular system checks and health assessments, identifying potential issues and vulnerabilities, and taking steps to address them before they become a problem.

This includes monitoring system performance, identifying any bottlenecks or slowdowns, and optimizing the system configuration and processes to improve performance. MSPs also keep the system up-to-date with the latest security patches and updates, reducing the risk of data breaches or security incidents.

In addition to proactive maintenance, MSPs also provide responsive support when issues do occur. They have dedicated support staff who are available around the clock to address any issues or questions that may arise, ensuring that the system remains operational and any downtime is minimized.

Overall, proactive maintenance and support from a Salesforce MSP provide businesses with peace of mind, knowing that their system is being monitored and optimized by experts. This allows businesses to focus on their core operations and growth, without worrying about the technical details of their Salesforce system.

Final Thoughts

How do you know if your organization needs Salesforce-managed services? Contact us and let us know what you’re looking for. We will ensure our experts meet your concerns and plan a solution according to your needs.


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