Rethinking Salesforce Administration for Small and Medium-Sized Real Estate Investment Firms

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Rethinking Salesforce Administration for Small and Medium-Sized Businesses

Salesforce is a powerful platform that can revolutionize the way businesses operate, particularly in sectors like real estate and real estate investment. However, maintaining and enhancing the platform post-implementation poses a significant challenge for small and medium-sized businesses. While the conventional choices involve hiring a dedicated Salesforce Admin or adding responsibilities to an existing employee’s workload, neither approach may be optimal.

Here’s why and what you should consider instead.

1. The Limitations of Hiring a Full-time Salesforce Admin

Hiring a full-time Salesforce Admin can be a significant investment, one that might not always return its value for smaller firms. While having a dedicated person ensures that someone is always available to handle Salesforce issues, the costs associated with a full-time salary, benefits, and ongoing training can be substantial. For many smaller enterprises, these expenses may outweigh the benefits, making it an impractical choice.

2. The Risks of Overloading Your IT Staff

The alternative commonly adopted is designating the Salesforce responsibilities to an existing IT staff member. This option might seem cost-effective but can lead to suboptimal outcomes. Overloading your IT staff can lead to burnout and reduced efficiency, potentially causing both your Salesforce implementation and other IT functions to suffer. This makeshift approach can also lead to inadequate use of Salesforce’s capabilities, as the assigned staff may not have specialized knowledge or sufficient time to optimize the platform effectively.

3. Benefits of a Specialized Salesforce Support Partner

A third, often overlooked, option is partnering with a specialized Salesforce support firm like Platinum Cubed. This approach provides access to a team of Salesforce experts who can tailor their services to your business’s specific needs without the overhead costs of a full-time employee. Platinum Cubed offers flexibility, scalability, and expertise, ensuring that your Salesforce environment is always running smoothly and evolving with your business needs.

4. Custom Solutions for Real Estate

For sectors like real estate investment, where specific functionalities and compliance issues are critical, having specialized Salesforce support is invaluable. Platinum Cubed has deep expertise in configuring Salesforce for real estate investment firms. We understand the nuances of this industry and can build custom solutions that not only solve immediate operational issues but also scale with your growth.

5. Continuous Improvement and Innovation

Working with a partner like Platinum Cubed ensures that your Salesforce platform does not just remain functional but also continuously improves and aligns with the latest industry standards. Our team stays updated on the newest Salesforce features and best practices, integrating these advancements into your platform. This proactive approach to Salesforce management helps your business stay competitive in a fast-evolving market.

Discover the Best Staffing Solution for Your Salesforce Needs

To learn more about how your business can benefit from rethinking its Salesforce staffing strategy, check out our Whitepaper: 7 Reasons to Rethink Your Approach to Salesforce Staffing.

Platinum Cubed is here to help you maximize your Salesforce investment. Whether you need ongoing support, custom development, or expert consultation, we tailor our services to meet your unique business challenges. Let us help you build and maintain a Salesforce environment that drives your business forward.