What is the SalesFix Customer Success Program (Managed Service) and how can it help you get the best from your Salesforce?

What is the SalesFix Customer Success Program (Managed Service) and how can it help you get the best from your Salesforce?

In many business environments, managing Customer Relationship Management (CRM) with ongoing business goals can be challenging.

Some businesses want to keep an eagle’s eye view on everything; looking forward to the next lead or opportunity, planning and projecting forward, and keeping an eye on strategy at all times. Others keep a worm’s eye view, with a ‘business as usual’ approach.

And some businesses do both.

In high-functioning workplaces with savvy, trained staff, juggling both is more common than you think. While balancing a forward-thinking approach with day-to-day needs, many businesses can get distracted from their larger goals.

This is where our SalesFix Customer Success Program comes in.

We have developed a customer centred program to provide a new, proactive service in conjunction with ongoing support. We can review and improve your existing processes, align business efficiency planning with a  tech roadmap and report to help you better understand how your Salesforce platform works in your organisation, ensuring you are getting a good return on your investment.

How does the Salesfix Customer Success Program work?

Salesfix has a dedicated Customer Success Team that delivers two types of support:

Managed Services

Continuous Improvement

Customer Success Managed Service covers two areas of support that is provided over a minimum of twelve months and up to three years.

Your organisation is continuously evolving and growing to meet the needs of your customers.  We identify and align Salesforce with your business strategies and goals through a continuous improvement process that unfolds throughout your engagement with SalesFix.  We provide you with the experts to map and deliver on your more technically complex goals and reduce the need for internal resources to keep your organisation running smoothly.

Reactive Support

In tangent with your continuous improvement strategy the SalesFix team ensures your Salesforce is working at its optimum level.

We facilitate the smaller details that can take up time such as:

  • Small improvements to functionality
  • Modifications to existing features
  • Deploy updates and new enhancements
  • Service desk support for day to day issues

We like to think that the SalesFix Customer Success team will become an extension of your organisation and give you the reassurance that there is someone available to step in and provide expertise, availability and guidance that meet your business needs and keep your users productive.

AdHoc Support - Reactive service led by the customer

Customer Success AdHoc support is provided on an as needed basis depending on the customers requirements. This is a reactive service led by the customer who might need escalation support, specific small body of work or general guidance on how to achieve a specified outcome.

AdHoc support can be provided for requirements such as:

  • Support requests
  • Minor enhancements
  • Training and knowledge transfer enhancements
  • Requested guidance on maintenance and salesforce upgrades

How can the Customer Success Program add value to my organisation?

Dedicated Customer Success Team

SalesFix has a dedicated Customer Success Team that works with you to ensure that you are getting the best results from your Customer Success Program. Our Customer Success Squad Leader Emily Nunn has extensive experience working in both customer and partner environments across AU & NZ. She is committed to making sure our customers are supported to get the most out of their Salesforce platform and help them discover ways to continuously improve the way they work.

Access to a Team of Experts

SalesFix has an exceptional team of Salesforce Certified specialists that bring the right expertise to everything we do for our customers.  With knowledge spanning multiple industries and sectors there is always someone on hand to offer advice and help deliver what your organisation needs.

A track record of helping organisations achieve success

SalesFix has been a Salesforce Consulting partner for over 12 years and has helped hundreds of organisations.  We understand  how people, process and technology works for organisations like yours and deliver the right outcomes through exceptional people, proven processes and personal commitment.  Learn more thorough our customer success stories here.

Is the SalesFix Customer Success Program right for your organisation?

Ask yourself these questions:

  • Do you have a new Salesforce platform and require training and support?
  • Has your organisation and/or processes changed in the last 12 months but your Salesforce platform remains the same?
  • Do you need an experienced Salesforce system administrator, but do not have the budget?
  • Are your internal Salesforce expert resources limited and you struggle to hire Salesforce talent?
  • Are you finding it difficult to align your organisational goals and requirements with your Salesforce?
  • Has your Salesforce solution become too complex to be managed by your internal admins?
  • Are you unable to keep up with new features, updates and or make small improvements?

If you answered yes to one or more of these questions we would be excited to have a chat to see how we can help you with our Customer Success Program, you can keep an eagle-eye view on your business – and keep the worms in check too.

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