When to hire a Salesforce Agency?


Speak with one of our Salesforce Implementation Experts to determine the best fit for your business.

Let’s face it, Salesforce is amazing. It keeps your sales and customer service humming, but – plot twist! – keeping it perfectly tuned can be a whole other story. Here’s the dilemma: build your own in-house team, or find a Salesforce Managed Service Provider (MSP) that’s basically an A-Team of Salesforce wizards on retainer?

Look, we’ve all been there. You could hire a full-time admin. They’ll learn the ropes of your Salesforce, become intimately familiar with your specific quirks and kinks. But what if there was a way to get a whole team of experts who’ve seen everything ? That’s the magic of an MSP.

Here's when an MSP becomes your secret weapon

  • Your Salesforce Needs a Specialist (or Three): Maybe you’re diving headfirst into custom automations or facing a data migration Everest. An MSP has a bench of certified pros who’ve tackled these mountains before. They’ll troubleshoot your trickiest issues faster and keep your projects on track.

  • Free Up Your Team to Do Their Thing: Your marketing guru shouldn’t be wrestling with Salesforce reports. An MSP handles the day-to-day admin tasks, like user management and security, letting your internal team focus on what they do best – growing the business.

  • Growth Spurt? No Problem: Business is booming! That’s fantastic, but your in-house admin might be feeling the squeeze. An MSP scales its support with you, so your Salesforce keeps pace no matter how fast you grow.

  • Limited Tech Resources? We Got You: Your IT team is already stretched thin. An MSP augments your existing resources, providing the Salesforce expertise you need without the burden of hiring and managing another full-time employee.

  • Best Practices Bonanza: Imagine having a cheat sheet to all the secret Salesforce hacks. An MSP brings a wealth of best practices from working with diverse clients. They’ll optimize your Salesforce for peak performance, squeezing every ounce of value out of your CRM.

  • Project Powerhouse: Need a specific Salesforce project crushed, like a complex configuration or a data cleanup? An MSP can provide the specialized skills to get it done efficiently, so you can focus on other strategic initiatives.

Maximize Efficiency

So, if you’re looking to maximize efficiency, tap into a deep well of expertise, and turn your Salesforce into a strategic business weapon, then an MSP might be your perfect match. Think of it as hiring an A-Team without the hassle of resumes and interviews

Pretty sweet, right? 

If you have questions, just let us know. We are here to help.



Salesforce Enterprise is recommended for larger businesses with complex sales processes. It includes all of the features of the Professional edition, as well as advanced analytics, customizable dashboards, and custom app development capabilities. It also includes enhanced security features and more extensive API integrations. Salesforce Enterprise starts at $150 per user per month.


  • Includes all the features of Professional edition and additional advanced capabilities, such as customizable dashboards and analytics
  • Ideal for larger businesses with complex sales processes
  • Provides enhanced security features and more extensive API integrations
  • Provides more customization options than Professional and Essentials editions


  • More expensive than Professional and Essentials editions, starting at $150 per user per month
  • May require additional customization and support services, which can add to the cost
  • May require specialized expertise to fully utilize its features

Salesforce Essentials may be the best fit if you’re a small business. For mid-sized businesses, Salesforce Professional or Enterprise may be more appropriate. For larger businesses, Salesforce Unlimited is usually the way to go. Remember, Salesforce is a platform that can scale with your business. It’s easily customizable and when configured correctly, it can ROI itself within months of setup.

Making sure you setup your Salesforce Instance correctly is just as important as picking the right platform to build your business with. Check out this article where we break down what things you need to consider when you first set up your first Salesforce Instance:


Fort Knox Your Salesforce: Essential Security Best Practices

NEED HELP DECIDING WHAT EDITION IS BEST FOR YOU? Speak with one of our Salesforce Implementation Experts to determine the best fit for your business. Speak with an Implementation Expert Salesforce is a powerful tool for managing customer relationships and data. But with great power comes great responsibility, especially when it comes to security. A data breach can be disastrous for any business, so it’s crucial to implement robust security measures for your Salesforce instance. This blog post will equip you with the knowledge to transform your Salesforce from an open door to Fort Knox. We’ll delve into essential security best practices covering permissions, access controls, data encryption, and security monitoring. Lock it Down: Permissions and Access Controls Multi-Factor Authentication (MFA): This is your first line of defense. MFA adds an extra layer of security by requiring a second verification step beyond just a username and password. This significantly reduces the risk of unauthorized access, even if a hacker steals your login credentials. The Principle of Least Privilege: Don’t give everyone access to everything. Grant users only the permissions they need to perform their specific tasks. Regularly review and update user permissions to ensure they remain appropriate. IP Range Restrictions: Limit login attempts to specific IP addresses associated with your trusted network or VPN. This helps prevent unauthorized access attempts originating from unknown locations. Data Encryption: Keeping Your Information Safe Shield Platform Encryption: Salesforce offers Shield Platform Encryption, a powerful tool that encrypts your data at rest and in transit. This adds an extra layer of protection for your sensitive information. Constant Vigilance: Security Monitoring Event Monitoring: Keep a close eye on user activity within Salesforce. Enable event monitoring to track login attempts, data access, and other important actions. This will help you identify any suspicious activity and respond quickly to potential threats. Field Audit Trail: Enable field audit trails to track changes made to specific data fields. This allows you to see who made the changes, when they were made, and the previous values. This is a valuable tool for ensuring data integrity and investigating potential security incidents. Beyond the Basics: Building a Security Culture Security Awareness Training: Educate your users about cybersecurity best practices. Train them to identify phishing attempts, create strong passwords, and avoid data sharing with unauthorized individuals. Regular Security Reviews: Don’t set it and forget it. Regularly review your Salesforce security configuration to identify and address any potential vulnerabilities. Stay up-to-date with the latest security threats and best practices. Conclusion By implementing these security best practices, you can significantly improve the security of your Salesforce instance and protect your valuable data. Remember, security is an ongoing process, not a one-time fix. By remaining vigilant and proactive, you can ensure that your Salesforce remains a secure and trusted platform for your business. Speak with an Implementation Expert

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Demystifying Data: A Comprehensive Guide to Salesforce Reporting and Analytics

NEED HELP DECIDING WHAT EDITION IS BEST FOR YOU? Speak with one of our Salesforce Implementation Experts to determine the best fit for your business. Speak with an Implementation Expert Salesforce is a treasure trove of customer data, but without the right tools to unlock its potential, it’s just a vast, uncharted territory. Here’s where Salesforce Reporting and Analytics come in, transforming raw data into actionable insights that fuel informed decisions and drive business growth. What can you achieve with Salesforce Reporting and Analytics? Gain Visibility: Track key metrics across sales, marketing, customer service, and more. See what’s working, what’s not, and identify areas for improvement. Empower Your Teams: Equip users with data-driven insights to make smarter decisions, improve forecasting, and close more deals. Uncover Trends: Identify patterns and trends in your data to predict future performance and adapt your strategies accordingly. Salesforce Reporting and Analytics: A Powerhouse Duo Salesforce offers two primary tools for data exploration: Reports: Think of reports as detailed snapshots of your data at a specific moment. They allow you to drill down into specific objects, filter data based on criteria, and display results in various formats (tables, charts, etc.). Dashboards: Dashboards provide a visual, high-level overview of your key metrics. They combine reports, charts, and other components into a single, customizable interface, allowing users to monitor progress and identify trends at a glance. Building Your Dream Dashboard (and Reports) Define Your Goals: What insights are you seeking? Who will be using the reports/dashboards? Having clear objectives helps you focus on the right data. Leverage Report Types: Salesforce offers pre-built report types for common objects (e.g., Leads, Opportunities). Customize these reports or create new ones from scratch. Filters and Groups: Refine your reports using filters to focus on specific data segments. Group your data to identify patterns and trends. Charts and Visualizations: Reports and dashboards come alive with charts like bar graphs, pie charts, and line graphs. Choose visuals that best represent your data insights. Best Practices for Reporting and Analytics Success Start Simple: Don’t overwhelm yourself with overly complex reports. Begin with a few key metrics and build from there. Schedule Reports: Automate report generation and delivery to ensure stakeholders receive timely updates. Share Insights: Don’t let your reports gather dust! Share them with relevant teams and individuals to drive data-driven decision making. Overview By harnessing the power of Salesforce Reporting and Analytics, you can unlock a world of data-driven insights. These insights will empower your teams, optimize your processes, and ultimately, help you achieve your business goals. So, start exploring your data today and watch your Salesforce transform into a strategic advantage! Speak with an Implementation Expert

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Unleash the Efficiency Beast: Salesforce Automation Best Practices

NEED HELP DECIDING WHAT EDITION IS BEST FOR YOU? Speak with one of our Salesforce Implementation Experts to determine the best fit for your business. Speak with an Implementation Expert Salesforce is a powerful CRM, but manual data entry and repetitive tasks can slow your team down. The key to unlocking peak performance lies in automation. By automating workflows, you can free up your sales reps, support agents, and other users to focus on what matters most: building relationships and closing deals. In this post, we’ll explore some best practices to supercharge your Salesforce with automation: Identify Automation Opportunities Not every task needs a robot takeover. Start by pinpointing repetitive, time-consuming processes. Think lead scoring, sending follow-up emails, or updating opportunity stages. These are prime candidates for automation. Pick the Right Tool for the Job Salesforce offers a suite of automation tools. Here’s a quick guide: Workflow Rules & Process Builder: Automate simple tasks based on field changes or record creation. Think of them as basic “if-then” statements. Salesforce Flows: For more complex automations, use Flows. They allow for multi-step processes, conditional logic, and even custom code integration. Embrace Reusable Components Don’t reinvent the wheel! Create reusable actions or processes for common tasks (e.g., sending an email notification or creating a follow-up task). This saves time and ensures consistency across your automations. Keep it Clean and Documented Imagine inheriting a house with cryptic electrical wiring. Don’t let your automations become that house! Clearly document each automation’s purpose and logic. This makes troubleshooting and future modifications easier. Test, Test, and Test Again There’s nothing worse than an automation gone rogue. Always test your automations thoroughly in a sandbox environment before deploying them to your live org. This helps avoid unintended consequences. Beyond the Basics Lead Routing: Automate lead assignment based on criteria like location or industry, ensuring leads reach the best-equipped rep. Opportunity Management: Automatically update opportunity stages, send reminders for key milestones, and trigger approval processes. Customer Service: Set up automated email responses, case escalation rules, and self-service options for faster resolution times. Conclusion By following these best practices, you can transform Salesforce into an automation powerhouse. Your team will be free to focus on what they do best, and your business will reap the rewards of increased efficiency and productivity. Ready to automate your way to success? Start by identifying those manual processes that are begging for a robotic makeover! Speak with an Implementation Expert

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