Table of Contents

  1. What is the reason behind the increasing trend of outsourcing services?
  2. When do you need to outsource Salesforce?
  3. What can you achieve with Salesforce outsourcing?
  4. Key benefits of Salesforce outsourcing
  5. What are the various Salesforce outsourcing options available?
  6. Things to consider while choosing the Salesforce outsourcing partner
  7. What challenges Salesforce outsourcing can help you solve?
  8. What kind of expertise you can access with Salesforce outsourcing?
  9. What is Salesforce administration outsourcing?
  10. Who should consider outsourcing Salesforce administration?
  11. What are the Salesforce services we provide through outsourcing?
  12. Why should you choose us as your Salesforce partner?
  13. How do we engage?
Infographic image outlining the benefits of outsourcing Salesforce administration need to a Salesforce partner.

1. What is the reason behind the increasing trend of outsourcing services?

Outsourcing services are becoming more popular due to several factors. It allows businesses to focus on your core services while IT partners support the rest. This can result in improved efficiency and cost savings for you. You can access a global talent pool to find the right expertise at competitive rates. It helps you scale and adapt to changing market conditions without the burden of hiring and training staff.

2. When do you need to outsource Salesforce?

Lack of In-House ExpertiseIf your team lacks the necessary experience to manage Salesforce, outsourcing can bridge the gap. Implementing or customizing your existing environment can be a complex process, but it can be easy with a partner's help.

Limited ResourcesWhen faced with resource constraints, outsourcing Salesforce tasks allows you to access external resources as needed. This ensures that your projects stay on track without overburdening your internal team.

Scaling OperationsDuring periods of rapid growth or expansion, outsourcing Salesforce can help you scale your operations. You get immediate access to resources without the burden of hiring and training additional in-house staff.

Budget LimitationsOutsourcing provides a cost-effective solution by allowing you to pay for services as you need them. This is beneficial when limited by budget to hire additional staff or invest in expensive software.

Complex ProjectsOutsourcing becomes necessary when you have complex Salesforce projects on your hands that require specialized knowledge. By outsourcing you can ensure the success of your project and minimize the risk of costly errors.

24/7 SupportSalesforce outsourcing provides access to managed support services that can accommodate different time zones. This comes in handy when your business operates on a global scale and requires round-the-clock support.

3. What can you achieve with Salesforce outsourcing?

Outsourcing helps you get immediate access to certified resources. You don't have to worry about hiring or maintaining in-house resources. This helps you save time, money, and effort.

Our certified Salesforce experts can help you achieve your objectives. They are equipped to handle all your Salesforce needs. We can provide you with the right skills and team size to manage your workloads.

Augment Resources

Increase team capacity and skill set

Accelerate Project Development

Expedite your development with dedicated teams

Address Evolving Needs of Salesforce

Handle the growing needs of your business with no worries

Faster Product / App Development

Build and deploy apps much faster with scalable resources

Access Specialized Expertise

Certified resources to bridge your technical gaps

Reduce Development Cost

Forget about maintaining a large expensive in-house team

Mitigate Risks

Avoid the risks of project failures by leveraging our expertise

4. Key benefits of Salesforce outsourcing

Business professional smiling in satisfaction. Text overlay highlights the advantages of outsourcing Salesforce needs.

Immediate Access to Specialized Expertise in Any Part of the World

One of the main reasons to choose Salesforce outsourcing is immediate access to expertise. By partnering with outsourcing providers, you can tap into a global talent pool. Whether it's to customize Salesforce or solve complex technical issues, Salesforce partner got you covered. You can access skills in any part of the world that suits your needs. There are no boundaries for you to access the required expertise.

Saves Money

Cost saving is another significant reason behind the increase in Salesforce outsourcing trend. Rather than investing in hiring and training full-time staff, you can leverage outsourcing on the pay-as-you-go model. You can skip overhead costs like salaries and benefits while accessing top-tier expertise.

Saves Time

Time is precious in the constantly evolving business markets. Outsourcing Salesforce tasks frees up valuable time for your internal teams. Instead of dealing with day-to-day management tasks, you can focus on your strategic initiatives. With freed up time you can drive innovation, nurture customer & prospects, and pursue new avenues for growth.

Flexible and Scalable

You need to be flexible and scalable in all aspects of your business operations. This includes how you manage your Software needs. Salesforce outsourcing offers businesses the flexibility to scale up or down based on evolving needs. Salesforce outsourcing providers can adapt to meet fluctuating requirements. Whether it's ramping up resources for sudden surge in demand or streamlining for quieter periods. They excel at adjusting to changing needs. This agility enables you to always maintain optimized performance.

Allows You to Focus on Core Competency

Every business knows the importance of focusing on its core competencies. It means dedicating resources, time, and energy to the right priorities. Outsourcing Salesforce tasks allows you to align your resources with areas where they excel. By outsourcing you can offload non-core activities to external parties. This enables you to direct your attention towards strategic initiatives that drive business growth.

Risk Mitigation

By partnering with experienced outsourcing providers, you can eliminate risks involved in Salesforce projects. Salesforce partner brings their years of experience and wealth of knowledge to the table. They can help you navigate complex technical challenges and prevent project failures. This approach to risk management ensures smoother project execution and reduced downtime.

Managed Salesforce Support

Another key advantage of Salesforce outsourcing is access to managed support services. Outsourcing providers offer support packages tailored to the unique needs of each business. You get round-the-clock assistance, troubleshooting, and maintenance. Maximizing the potential of Salesforce can be challenging, but it is possible with managed support.

Strategic Guidance From Salesforce Partners

Salesforce outsourcing offers strategic guidance to help you unlock the full potential of the platform. They work with you to understand business goals and challenges. They analyze your needs and offer valuable insights on how to leverage Salesforce effectively. It can be something simple as designing solutions or advanced like aligning Salesforce with business strategies. They offer strategic guidance you require to achieve your business goals.

5. What are the various Salesforce outsourcing options available?

Factor Onshore Nearshore Offshore
Cost Much higher when compared with other two options. Lower than onshore rates but higher than offshore rates. It’s the cost-effective option for any IT needs.
Accessibility Highly accessible for face-to-face meetings, easier collaboration, and closer cultural alignment. Occasional in-person meetings and closer time zone alignment. Accessible through virtual communication channels, with occasional travel required for face-to-face meetings.
Scalability & Flexibility Limited scalability Moderately scalable Highly scalable and flexible due to abundant talent pools and minimized costs, enabling rapid resource scaling and project adaptability.
Time Zone Alignment Typically aligned with the client's time zone. Partial alignment, with some overlap in working hours. Resources are available 24/7. They match client’s zone to be more productive.
Communication Easier due to shared language, cultural norms, and time zone alignment. Only occasional language barriers and cultural nuances but generally manageable. Since the service providers are from totally different countries, additional effort might be needed to overcome language/communication barriers. It can be easily solved with latest collaboration tools.

6. Things to consider while selecting the Salesforce outsourcing partner

Expertise and Experience

Start by assessing the partner's expertise and experience. Do they possess Salesforce certified resources with a proven track record? Ensure they have first-hand experience in working with tools required for your project.

Communication and Collaboration

Effective communication and collaboration are key to successful partnerships. Evaluate the partner's communication tools and protocols to ensure smooth project execution.

Cost and Value

Consider the cost of outsourcing services against the value provided. Ensure the partner offers competitive pricing while delivering high-quality solutions. While budget is important, it should not be the determining factor for selecting a Salesforce partner.

References and Case Studies

Ask for references and case studies to assess their previous performance and customer satisfaction. You can reach out to their previous clients or examine their finished projects to evaluate their skills.

Long-Term Engagements

Assess the partner's capacity for long-term engagements. Are they capable of it and do they have resources to offer end-to-end Salesforce services? Partners with an attitude of building long-term partnerships are most recommended.

Customer-Centric Approach

A customer-centric partner prioritizes your needs and strives to deliver that. A partner who focuses on your successes with willingness to go the extra mile is valuable.

When exploring options among Salesforce outsourcing companies, it's essential to consider all these factors. Selecting the right Salesforce outsourcing partner is a crucial decision that can significantly impact your project. With the right partner by your side, you can navigate the complexities of Salesforce implementation with ease.

7. What challenges Salesforce outsourcing can help you solve?

You will face many challenges when it comes to managing your Salesforce operations. From optimizing your system performance to staying up to date with the latest innovations. Outsourcing your Salesforce needs is one of the potential solutions for you.

This is a strategic choice to address your Salesforce needs. You will have to learn all the pros and cons of outsourcing Salesforce before you make the decision.

Scaling Up Infrastructure

As your business grows, so does the complexity of maintaining your Salesforce infrastructure. To handle large traffic and data without losing out on performance, you must scale up your infrastructure.

By outsourcing Salesforce management, you can tap into the expertise of seasoned partners. They understand the nuances of scaling. This ensures that your Salesforce environment can handle increased traffic. They have the capacity to handle large volumes of data, and evolving business requirements.

Resource Constraints

From start-ups to large enterprises, businesses face this challenge at some point. As your business scales, you will need more skilled resources just to keep up with its requirements. Not having enough resources can cause big problems for your company.

A company can face significant issues if it lacks resources. This can hinder their ability to develop and expand apps. They may fail to meet their goals, face delays in product releases, and miss their chance for success.

Outsourcing Salesforce needs to skilled resources can solve your problem, despite other long-term solutions available. Trained technical talent in the Salesforce ecosystem will be accessible to you from a wider pool.

Data Migration

Data migration is an important process while implementing Salesforce or moving from a legacy system. Complex data makes data mapping and validation difficult. Poor data quality and duplicate data records can create problems for you to make the right decisions. Any insights gained from this data will not be correct. The large volume of data during migration can cause performance issues.

Outsourcing Salesforce administration to reliable partners will ensure smooth data migration process. Partners will have certified Salesforce admins who can perform data cleansing to identify and remove duplicate data. They have experience in dealing with large volumes of data with ease.

Data Management

As your business grows, your Salesforce system handles more data. This makes managing data harder. Challenges include handling lots of data, handling unstructured data, and keeping data safe. Your in-house Salesforce teams can't manage all this alone.

Outsourcing data management to partners with expertise and technology can help you overcome these challenges. Experienced and trained data science resources will help you analyze unstructured data and extract insights from it.

Application Testing

The quality of an app is significant for your business to succeed. Testing ensures that both code and setup are functioning as intended. You must perform regular app testing to ensure the app supports all your business processes.

In a rare scenario, you may not have the budget, right resources, or time to perform thorough testing. Quick testing conducted by your in-house testing team could affect the app's quality. Sometimes, your in-house testing team doesn't have the necessary skill or equipped to test complex applications.

Many businesses don't have a strong internal testing team for tasks like these. When they outsource testing to Salesforce partners, it helps them ensure a high-quality product. The outsourcing partner focuses on improving your app quality, conducting regular testing, and meeting tight deadlines.

AppExchange's Stringent Security Review

Each Salesforce ISV must pass a tough security review to feature their app on AppExchange. Salesforce maintains strict quality standards for the apps available on AppExchange. Salesforce values customer experience and takes feedback from them seriously.

If this review approves an app, people will consider it trustworthy. The process takes 4 to 6 weeks. This process can be quite tough for developers.

Some partners specialize in developing apps that can pass Salesforce's stringent security review process. It won't be their first-time developing apps for showcasing on the Salesforce marketplace. With the help of these Salesforce partners, you can clear the review process in the first submission.

Complex Requirements

Though this product allows you to customize the platform according to your unique requirements, it can be challenging. Building complicated solutions requires years of training in Salesforce development and coding.

Small in-house teams that you have may find it difficult to handle ongoing support for your complex solutions.

The right outsourcing partner will possess a large team of experienced Salesforce developers with the right mix of skills. The outsourcing team will have the necessary set of skills to provide ongoing support and maintenance for custom features.

Faster Time to Market

Many businesses struggle with getting their apps to market fast. They worry about making good apps, reaching customers before competitors, and seizing all chances. How can Salesforce app development speed up and get products out faster?

Adding more resources can help get the app to market faster while keeping quality. But more skilled workers mean much higher costs, and expenses could outweigh gains. You can instead leverage outsourcing to address the lack of resource challenges.

You can eliminate the need to hire and maintain expensive in-house developers and testers. With an option to hire outsourcing partners, you can scale up or scale down your team according to the requirements.

8. What kind of expertise you can access with Salesforce outsourcing?

Team of Salesforce experts analysing data. Text overlay highlights the skills of salesforce experts you can hire through outsourcing.

Developers

  • Add new and custom functions
  • Enhance UI/UX and create portals
  • Integrating with other applications
  • Experts in Lightning Web Components (LWC), Apex, API integration
  • App Exchange and Lightning app development
  • Lightning migrations and front-end development
  • Optimize and enhance systems
  • Ongoing support and maintenance

Consultants

  • Analyze process of your business
  • Gather and document needs
  • Create roadmap
  • Design the solution. Both technical and functional
  • Implement and configure
  • Migrate data and process
  • Integrate systems

Admin

  • Routine platform admin tasks
  • Customize and configure
  • Manage users and access
  • Manage data
  • Security
  • Reports and dashboards
  • Troubleshoot
  • Data import and export

Salesforce Architects

  • Designing and architecting solutions
  • Developing data models and database designs
  • Defining integrations and API strategies
  • Aligning technical solutions with business goals

Salesforce Cloud Experts

  • Sales cloud
  • Service cloud
  • Experience cloud
  • Nonprofit cloud

Industry Specialists

  • Tailor Salesforce to meet industry-specific needs
  • Create industry-specific processes and workflows

9. What is Salesforce administration outsourcing?

It involves delegating the maintenance of your Salesforce platform to partners. Partners will have skilled resources who can handle a wide range of administrative tasks on behalf of your business. Tasks like user/data management, workflow automation, reporting, and dashboard creation get outsourced. You can leverage the expertise of a Salesforce Administrator without having to hire and manage.

10. Who should consider outsourcing Salesforce administration?

Any business looking to streamline operations and optimize resources can benefit from outsourcing Salesforce administration.

Small and Medium-Sized Businesses (SMBs)

SMBs have limited resources and expertise to manage the Salesforce effectively in-house. Outsourcing Salesforce Administration allows them to access experienced admins without the overhead costs of hiring full-time staff.

Enterprises

Even large enterprises can benefit from outsourcing Salesforce Administration. Especially when they have complex Salesforce environments or require specialized expertise.

Companies with Limited IT Resources

Businesses with limited IT resources may struggle to keep up with the demands of platform maintenance. Outsourcing allows them to offload maintenance to external experts. This frees up internal resources for other strategic initiatives.

Businesses Experiencing Rapid Growth

Businesses may find it challenging to suddenly scale their Salesforce operations. Outsourcing provides the flexibility to adapt to changing needs and scale Salesforce resources accordingly.

Companies Seeking Cost Efficiency

Outsourcing Salesforce Administration can be a cost-effective solution compared to hiring full-time admins. Businesses can save on salaries and benefits by maintaining an in-house Salesforce team.

In Need of Specialized Expertise

Some businesses may require specialized Salesforce expertise for specific tasks, such as data migration, or integration. Outsourcing allows them to access the right skills and knowledge for these specialized projects.

11. What are the Salesforce services we provide through outsourcing?

Our Salesforce outsourcing services extend beyond what you see here. To discover more about our Salesforce services, visit our Salesforce consulting services page.

Implementation

Implement Salesforce in line with your business needs. We help you maximize the potential of Salesforce.

Administration

All your admin tasks handled effectively. User accounts, custom needs, reports, data, security. All routine things addressed to make your job easier.

Custom Development

Need to customize your Salesforce platform? Need to develop a custom app? Custom fields, workflows? We've got you covered.

Appexchange App Development

Have a great idea for an app? Looking to improve your existing app? Our developers are experts at building apps that pass the stringent security review.

Integration

Forget switching between multiple systems. Bring all the required data in one place. We can help you integrate with ERP, marketing tools and other apps.

Data Migration

Migrate data from legacy systems or between Salesforce. Our developers have extensive knowledge and experience in migration. You will have a seamless and secure transition.

Managed Services

Get proactive support and management. Ongoing maintenance, bug fixing, monitoring and more.

12. Why Congruent is the right Salesforce outsourcing partner?

  • Immediate Access to Expertise
  • Large Team of Certified Resources
  • Cost-Efficient
  • Scale Resources as Needed
  • Trusted by Major Brands
  • Global Delivery Model
  • Clear and Transparent Answers
  • 25+ Years in Operations
  • Timely Response
  • Resource Stability
Two business professionals shaking hands signifying a mutually beneficial relationship between a Salesforce partner and a Salesforce customer.

13. How do we engage?

01

Get the Requirement

We get the information on what your resource needs are. Number of resources and skill-sets you are looking for. And the timeline.

02

Present Candidates

We present you a pool of resources to choose from. Based on your needs and the resource availability.

03

Interview and Select

We will schedule discussions with the ideal candidates. You can interview them to gauge their skills. Select the ones that best fits your needs.

04

Choose the Engagement Model

We help you choose the model that best fits your need. You can choose a project based model or just hire dedicated resources.

05

Develop and Deliver

Our resources will quickly get started on your project. Our project manager will ensure stellar delivery.

Our Engagement Models

When it comes to Salesforce development, we offer several outsourcing models to choose from. Each outsourcing model has its own advantages and considerations. Depending on your project requirements, budget, and objectives, we can help you choose the right option.

Project Based

This model is perfect for well-defined projects with a signed off set of requirements. The project will have predefined change control procedures in place. With this engagement model our expert resources ensure streamlined project management. We deliver high-quality work and adhere to project deadlines.

This model is less expensive when delivered from an offshore center. We have completed thousands of projects based on this engagement from offshore. Learning more about the benefits offered by offshore Salesforce development will help you make the right decision.

The cost of developing an app from offshore is less expensive. When you choose offshore, you do not have to spend money on expenses like salaries, benefits, and infrastructure. You get to access Salesforce talents from all over the world. You get to choose who do you want to work with for every project.

Staff Augmentation

We offer certified Salesforce developers through our staff augmentation services. You can hire our remote developers on a contract basis. They will complement your in-house developers, acting as your extended team.

This model is ideal for addressing technical skill gaps in your team. Staff augmentation lets you scale up your development team quickly. There are many advantages if you consider Salesforce staff augmentation to expand your in-house team.

You do not have to pay salary for a large in-house team even when there are no new projects. With staff augmentation you can scale down as and when you want to. You only must pay for the work performed. There is no need to maintain office space and pay benefits.

Let our Salesforce outsourcing experts help you

Share your Salesforce outsourcing needs. We will get back to you quickly.