7 Reasons to Rethink Your Approach to Salesforce Staffing

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If you know much at all about Salesforce, you know it’s an incredibly powerful tool. Used to its full potential, Salesforce can transform your real estate, mortgage, or financial services business, help you unlock hidden value, and power the kind of growth you’ve only dreamed of.

Streamlined lending, automated updates, data-driven sales and marketing, personalized investor outreach, lightning speed acquisitions, cohesive asset & property management — it’s all within your reach with the help of Salesforce.

Exciting, right? There’s just one small caveat — Salesforce can only transform your business if it’s configured correctly and maintained and updated regularly.

Salesforce isn’t an out-of-the-box plug-and-play tool. Successful Salesforce implementation takes more — much more —  than running a 30-minute installation wizard and setting up a few employee accounts. The best way to get started is to work with a trusted Salesforce implementation partner like Platinum Cubed to get things up and running and configured to meet your unique business needs.

After implementation, you need a Salesforce Admin to maintain the platform, troubleshoot issues, and build additional features requested by users. Most companies choose one of the following options to meet this need.

  1. Hire an official Salesforce Admin to be in charge of all things Salesforce.
  2. Appoint someone (usually in IT) as the “Salesforce Person” in addition to all the things they’re already doing.

The problem — and the reason we’re writing this ebook — is that neither of these is the best option for small and medium-sized businesses.

Whether you’re an existing Salesforce customer trying to figure out how to get maximum value from your investment or a potential customer wondering if this whole Salesforce thing is right for your business, there’s a third (and much better) option you should be considering.

Download your copy today to find out 7 reasons you should avoid the traditional approaches to Salesforce staffing — and what you should do instead.