Salesforce Administrator Services

If you’re under the impression that your Salesforce data is a tangled mess, fear not – you are not alone. Time and time again, we’ve seen customers that are paying thousands of dollars a month for their licenses, yet can’t produce a report to even justify the cost of the license fees. A Salesforce Administrator can refine your business process and customize fields, layouts and reports to make sure that you’re getting the most our of your Salesforce investment.

What a Salesforce Administrator Can Do

We’re marketers at heart and realize that using Salesforce is necessary in tracking and reporting your marketing initiatives. We will help customize Salesforce for your company to ensure that your data is reportable, actionable, and clean. Our Admin services include:

  • Configure Salesforce Campaigns to ensure that all of your marketing dollars are accounted for
  • Marketing automation implementation with Marketo or Pardot
  • Lead flow analysis to move leads faster throughout the sales cycle
  • Customized reports and dashboards for complete visibility across the entire organization
  • Data integrity including guidance for de-duping or merging of records
  • Customize fields and layouts
  • Configure roles and hierarchies for complete field-level security
  • Training to for user adoption across your entire team

An Admin Can Support Your Marketing Efforts

Our Admin services includes campaign creation, Marketo and Pardot integration, and the assurance that your platforms are passing data for complete visibility and closed-loop reporting. While some of our clients already have a marketing staff, we can serve as a strategic partner to help orchestrate effective marketing campaigns.

Contact an Admin today!

Salesforce Administrator Services in Charlotte, NC

If you’re not getting the most out of your Salesforce investment – contact HomeStretch Marketing today. We’re located in Charlotte, North Carolina and work with clients nationwide – from the Carolinas to California.