Are you a small business using Salesforce for your CRM software? Is your sales team struggling to keep up with updating your software? Or, are you unsure if they’re using it the most effectively?
If so, then you could benefit from hiring a Salesforce expert. But what if you can’t afford to bring on a full-time expert? Then consider hiring a freelance Salesforce administrator instead.
Don’t worry if you don’t know what to look for or how to find the best expert for your situation. We’ve got you covered, keep reading to learn exactly what to look for and how to know what you need help with.
What You Need to Know to Hire the Best Freelance Salesforce Administrator
You love using Salesforce for your customer relations management software, but how can you be sure you’re using it to the fullest potential? Salesforce has so many amazing features you don’t want to miss out on any of them. To make sure you’re getting the most you can out of it, you need an expert to help your sales team learn everything they need to do their job well.
There are three key questions you need to answer before you can hire a freelance Salesforce administrator to help your company.
1. Know Your Budget
As a small business, you need to start with your budget. You don’t have deep pockets, but you also know you need to invest in your CRM to ensure growth for your company. Your sales team is only as good as their understanding of your CRM. So, you’re willing to invest in a professional to offer their insights and training.
However, if you know you have a certain budget you can make other decisions to help control costs. As you answer the other two questions, you might find you don’t need help in everything about your Salesforce CRM. You might only need help with one piece of the puzzle or one area of expertise.
By knowing your budget up-front you can then use the next two questions to pinpoint where you need help. And then you can stay within your budget while also focusing on your priorities.
2. Know What Areas You Need Help In
Salesforce is an amazing, all-encompassing CRM software. However, your team might have a handle on some areas while they have many questions on others. Take the time to narrow down where you need help.
This way, when you hire a freelance consultant you can point them in the right direction to help you. Three key areas you can begin to assess include:
Does your customer database have duplicate or incomplete customer profiles? Do you need help with importing new leads into Salesforce? A quality administrator can help show your team how to do this so they can save time, which will save you money.
Do you have former team members who still have access to your database? Don’t risk security breaches, a quality administrator can act as your gatekeeper to your important and sensitive customer information.
Nothing will slow down productivity like unreliable duplicate data. A great Salesforce administrator can run a deduplication tool to scrub your database regularly.
A great Salesforce administrator can keep you up-to-date on the amazing new features offered regularly by Salesforce. Don’t miss out on new features because you didn’t know about them or how to use them.
Hire an expert to keep you abreast of each new feature as they’re released.
How can you know how well your team is doing without the right data. Your freelance administrator can run regular reports for you and maintain a healthy database.
You can have your new administrator run profile reports, field utilization reports, and more. A great administrator who is an expert in Salesforce can get you the information you need to run and grow your business.
There is no sense in paying them to train your team in an area they are already comfortable with. So, take the time to do this before you start hiring so you can get the right expertise you need.
3. Know What Skills You’re Looking For
Once you know your budget and problem areas you can now narrow down on the skills you’re looking for in the perfect administrator to help with your Salesforce questions.
Some skills to look for are:
- problem-solving skills
- database management
- attention to detail
- specialize in Salesforce software products
Now, you’re ready to start looking for the perfect expert to help your company. You know your budget, what areas your team is having the most problems in, and what skills you’re looking for. You are sure to find the right expert for you with this information in hand.
Hiring Freelance Consultants Doesn’t Mean You Can’t Hire the Best
When you know what you’re looking for you can still find the best help in the right freelance Salesforce administrator for your company. Don’t think that because you’re hiring a freelancer you need to skimp on expertise. And don’t think you need to spend a fortune to get the best, you can have the best while staying within your budget.
Hiring a freelancer gives you flexibility and freedom from hiring a full-time employee. But it doesn’t mean you can still hire the best and get the most for your money. Use the information in this article to find the best systems administrator you can and give your sales team the information and help they need to be successful.
For more information on how we can help you with your Salesforce needs, contact us today.