When you’re a numbers person, you’re going to look at Salesforce from an ROI perspective. What was your investment, how can your organisation get the most out of it, what levers can the team pull to maximise integration or automate workflows?
If you look at things from a people perspective, your questions will be different. Are our staff getting bogged down in paperwork instead of talking to clients, how can we help our customers get what they need, are our people equipped with good software that makes their job easier?
No matter which way you come at it, Salesforce is a large platform that can be almost anything you want it to be. A software solution like this is infinitely customisable, is always serviced with updates and improvements, and allows you to shape your experience as your organisation changes.
But one thing it’s not, is set and forget.
Salesforce’s true strength lies in its depth and flexibility. It’s designed to grow and adapt with your organisation, but that same power means there’s always more potential to unlock. Without the right guidance, some of that capability can go unused. That’s where the right partner makes all the difference, helping you streamline what matters most and get full value from your Salesforce investment.
Reasons to engage a Salesforce partner
- No budget for an experienced Salesforce system administrator
- Difficulty aligning organisational goals and requirements with Salesforce
- Internal admins are struggling to manage the complexity
- You’re falling behind new features and updates, or can’t make small improvements you thought you could manage
- Your team requires training and support for your newly implemented Salesforce
- Your organisation/processes have changed but your Salesforce has not (yet)
What is the SalesFix Customer Success Service
‘Customer Success’ is what we call Managed Services. It’s for good reason. We want this service to set your organisation up for success; essentially enabling you to meet your goals and pursue your mission with the least amount of tech friction.
We want to help you succeed, not just manage your service.
What you can expect from SalesFix
- A clever team. We’re specialists in solving complex problems, finding easier ways to meet your goals, always looking for big or small wins that get you where you want to go. We can overcome legacy obstacles, help launch industry-first ideas and support your team to service more customers quickly.
- Diverse Salesforce expertise. We’ve worked across multiple industries and sectors with deep knowledge and practical experience. No matter what the problem is, it’s likely we have someone who knows exactly how to fix the obstacle you’re facing. Sometimes it’s not what you know, it’s who you know.
- Agile and communicative progress. When you have targets to hit and you’re moving fast, you want to trust that your Salesforce partner can keep up. We work fast, with an emphasis on quality outcomes and minimal downtime.
Three support tiers to suit any organisation and budget
SalesFix Assist
Ad-hoc Salesforce services perfect for addressing short-term issues or small project needs. You get reactive incident management, routine Salesforce admin tasks, training, security consultations and incremental enhancements. It’s flexible, short-term assistance.
SalesFix Plus
Comprehensive support to seamlessly integrate with your internal team. You get all the benefits of Assist (reactive incident management, routine Salesforce admin tasks, training, security consultations and incremental enhancements) plus problem management to address root causes of issues, with a focus on delivering long-term solutions via biannual planning and review sessions.
SalesFix Optimise
An executive support program offering comprehensive Salesforce management from a strategic and operational efficiency standpoint, acting as an extension of your team. All the benefits of Plus (reactive incident management, routine Salesforce admin tasks, training, security consultations, incremental enhancements and continuous improvement, problem management to address root causes of issues) and high-level, long-term, regularly reviewed strategy alignment to help you hit your goals. You get quarterly planning and review sessions.
With the right people and expertise, Salesforce becomes a powerful enabler for clarity, connection and growth. The more your organisation evolves, the more value your Salesforce platform can deliver — when it’s guided, optimised and supported by the right team. With the right support, you’ll see clearly, make meaningful progress toward your goals, and run your business with greater ease and confidence.
Let us help you make the complicated, simple. Get the most from your Salesforce solution – let’s talk about what’s possible for your organisation. Learn more about our Customer Success program here.
If you would like to speak to our team about joining our Customer Success program you can book a time here!