Flexible staffing enables a long-term Salesforce strategy

Derek Vargas, Dena Moore, Nicole Elvers
9/5/2024
Flexible staffing enables a long-term Salesforce strategy

The ever-expanding potential of Salesforce platforms can thrive in less constrained workforce operations.

As Salesforce® solutions continue to grow, having a flexible workforce is crucial for harnessing its full capabilities. Effective Salesforce strategies go beyond merely implementing the latest features; they require a blend of diverse expertise and insights tailored to an organization’s unique needs.

Securing and retaining top talent in a highly competitive market is a significant challenge – including for well-resourced companies – and even the most skilled in-house team might struggle to keep up with the rapid evolution of Salesforce capabilities. Adapting to these changes demands subject-matter expertise, diverse knowledge, and multiple skill sets that a single team might find challenging to manage and sustain. A team of experienced specialists can provide invaluable adaptability and offer distinct advantages for long-term strategies that rigid options simply cannot match.

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Understanding your  need for diverse Salesforce skills

Understanding your need for diverse Salesforce skills

Finding a Salesforce generalist who can handle every aspect of the platform is rare and often costly. Moreover, the departure of such an individual can result in a significant loss of institutional knowledge.

A specialized team can provide the specific skills organizations need without the cumbersome process of traditional hiring and onboarding. The team can adjust to meet evolving resourcing needs without requiring extensive knowledge transfer to onboarding members, retaining more essential knowledge of the organization.

Many organizations need:

  • A better understanding of the capabilities of their Salesforce solutions
  • Deeper technology integration across departments
  • Change management assistance and governance support
  • A road map for future Salesforce strategies to stay ahead of new functionalities and effectively navigate improvements
  • Flexibility in the size and expertise of their Salesforce team as needs evolve

Specialists can collaborate with you to determine your business and technology needs, providing skilled support options such as developers, consultants, analysts, and area specialists.

Adapting to changes in Salesforce solutions and strategies

Adapting to changes in Salesforce solutions and strategies

Keeping pace with and effectively optimizing Salesforce implementations can be time-consuming. An agile, strategy-oriented support team can integrate with existing teams to support Salesforce optimization. Such teams can help organizations by:

  • Staying current with implementation and new features
  • Helping organizations maximize their use of tools such as Salesforce Marketing Cloud, Salesforce Data Cloud, and the Salesforce Einstein 1 Platform
  • Maintaining consistent and transparent communication and adapting to strategic changes
  • Adjusting team size according to current needs – without losing institutional knowledge
  • Regularly reviewing and adjusting Salesforce strategies to remain competitive rather than constantly playing catch-up
Integrating the bigger picture of a Salesforce strategy

Integrating the bigger picture of a Salesforce strategy

While deep Salesforce knowledge is crucial, it’s not the only factor in successful implementation. Effective use of Salesforce solutions also depends on understanding how and why the platform should be integrated across different areas of an organization. This understanding requires up-to-date knowledge of operations beyond Salesforce platforms, especially as those capabilities expand.

A strong connection with a trusted support team can build operational knowledge, and an external perspective can also reveal strategic gaps and future opportunities.

Crowe Y-Hire™  for Salesforce: Uniting Salesforce advantages

Crowe Y-Hire™ solution for Salesforce: Uniting Salesforce advantages

Our team has access to extensive experience and insight and can be an invaluable asset to your organization.

The Crowe Y-Hire solution for Salesforce can help your organization optimize its Salesforce strategies by offering:

  • Specialists who stay on the cutting edge of product information and future developments
  • Dedicated consultants and project managers who tailor their efforts to your needs
  • Access to Crowe specialists in various areas, including accounting, information security, risk, and compliance
  • A commitment to long-term planning and continual optimization

Crowe Y-Hire teams are customizable to meet your Salesforce needs and can adapt as your long-term goals evolve.

Let’s discuss your Salesforce goals

You don’t have to navigate Salesforce optimization alone. Schedule a consultation with us and let’s explore how the Crowe Y-Hire solution for Salesforce can be part of your team and drive your success.
Derek Vargas
Derek Vargas
Principal, Salesforce Solutions Leader
Deena Moore
Dena Moore
Principal, Consulting
Nicole Elvers
Nicole Elvers
Senior Manager