Who’s your admin?

Once Salesforce is up and running, you need someone to “own” the platform to ensure all functions and iterations are operating properly.

Many believe that person has to be an internal resource. But the truth of the matter for small-businesses is often, no they do not.

  • What is a Salesforce admin, and do I really need one?
  • How do you know if you need a full time Salesforce admin?
  • What can be done to support our company prior to needing to hire internally?
Read On To Answer These Key Questions
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Don’t just take our word for it:

I believe outstanding service should be recognized, so I wanted to document our recent experience with your company CloudQnect.

After selecting Salesforce as the CRM for our sales team, the task set before us was to migrate years worth of client and prospect data to the Salesforce platform from our ACT! database. Our Salesforce sales representative made multiple recommendations of third party providers and the ultimate choice was to engage CloudQnect. In looking back at the entire conversion process, the decision to engage Cloudqnect was an excellent one. The conversion started off well and ended well. Each step of the way was professionally managed by Cloudqnect and their instruction to us was clear and concise.

For example:
• In the initial discovery meeting Cloudqnect walked us through the capabilities and carefully listened to establish specific business needs
• Some customization was needed as well as App recommendations were made to address those needs
• The data we provided from our ACT! database was tested and after some minor adjustments in the sandbox, the full conversion was complete
• During the entire process, Cloudqnect walked us through best practices and responded promptly to questions
• The best news is all the above was completed within budget and our tight timeframe

We would certainly recommend anyone looking to convert from ACT! to Salesforce to consider Cloudqnect as the group to get the job done on time and on budget.

Thank you again for all the help and support that you and Jessica provided it is truly appreciated!

Elliott Glass , National Accounts Manager, Property Tax Advisory Group, Inc.

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How to successfully implement marketing automation to grow your business

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Let’s talk Managed Services

At any time, we’re ready to help point you in a direction that works for your business. Enter your email address, and we’ll get back to you with personalized advice.

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  2. We discuss your organization’s use of Salesforce, your current challenges, and your vision for the future
  3. We build you a personalized roadmap