Admin as a Service

    Maximize your revenue operations and data insights with expert consulting and contracting services. With extensive experience in implementing and maintaining top business platforms, including Salesforce, Marketo, ZoomInfo and more, the expertise to optimize your business processes and drive revenue growth is now available to be an extension of your teams. Whether it is streamline your operations, enhancing data accuracy and analysis, and/or implementing effective strategies for sales and marketing success, your day to day administrative and configuration tasks can now be offloaded.

Contact us today to learn how our tailored solutions can transform your business!

 

Example Platforms

Salesforce

Salesforce

As an admin there is a wide variety of day-to-day changes and improvements needed to best enable the business. Here is a non-exhaustive list of some high-value changes that as your Salesforce Admin can easily be done on your behalf:

  1. Creating custom fields, objects, and page layouts to meet business needs

  2. Configuring validation rules and formula fields to ensure data accuracy and integrity

  3. Setting up workflow rules and approval processes to automate business processes and streamline workflows

  4. Creating custom reports and dashboards to provide actionable insights for sales and marketing teams

  5. Implementing sharing rules and security settings to control access to data and protect sensitive information

  6. Configuring lead conversion and account matching rules to ensure data consistency and accuracy

  7. Building custom Lightning components and integrations with external systems to enhance functionality and user experience

  8. Enforcing data quality standards through data cleansing and de-duplication processes

  9. Providing user training and support to ensure efficient and effective use of Salesforce.

marketo

The specific tasks and responsibilities of a Marketo admin may vary depending on the needs and goals of the organization, but here are a few high value responsibilities and tasks you could offload to an admin:

  1. Developing and executing effective lead nurturing campaigns - A Marketo admin is responsible for creating and implementing successful campaigns that engage and nurture leads through the sales funnel e.g. developing targeted email content, monitoring campaign performance, and optimizing the campaigns for better results.

  2. Managing Marketo data and integrations - Marketo admins are responsible for ensuring data quality and integrity within the Marketo platform. This includes managing data segmentation, data import/export processes, and integrations with other systems such as CRM platforms.

  3. Building and maintaining marketing automation workflows - Marketo admins design and build automated workflows that streamline marketing processes and optimize campaign performance. This includes setting up trigger-based actions, designing customer journeys, and monitoring workflow performance.

  4. Reporting and analytics - Marketo admins are responsible for measuring and analyzing campaign performance and providing actionable insights to the marketing team. This includes developing custom reports and dashboards, analyzing A/B testing results, and identifying areas for optimization.

  5. Collaboration and stakeholder management - Marketo admins work closely with cross-functional teams, including sales, customer success, and product teams to ensure alignment and coordination across the organization. They act as a liaison between marketing and other departments, providing guidance on Marketo best practices, and collaborating on strategic initiatives.

 

Zoominfo

  1. Comprehensive database - ZoomInfo has a vast database of contact and company information, providing access to millions of potential prospects and customers across various industries and regions.

  2. Data accuracy - ZoomInfo is known for its high-quality data accuracy, which is verified and updated regularly to ensure that you are connecting with the right people at the right companies.

  3. Sales intelligence insights - ZoomInfo provides sales intelligence insights that can help sales teams identify potential leads and opportunities, prioritize prospects, and personalize outreach based on key insights such as job titles, industries, and company size.

  4. Integration capabilities - ZoomInfo integrates with various CRM and marketing automation platforms, making it easy to import data and automate workflows for increased efficiency and productivity.

RingLead

  1. Data quality - RingLead's data quality tools help to clean and deduplicate data within your Salesforce instance, ensuring that your data is accurate and up-to-date.

  2. Lead routing and assignment - RingLead's lead routing and assignment capabilities ensure that leads are assigned to the right sales reps based on pre-defined criteria such as geography, industry, and company size.

  3. Data enrichment - RingLead's data enrichment tools help to fill in missing information for your leads and contacts, providing a more complete and accurate view of your prospects and customers.

  4. Duplicate prevention and management - RingLead helps to prevent duplicates from entering your Salesforce instance and provides tools to manage existing duplicates, ensuring that your data is consistent and reliable.

Overall, both ZoomInfo and RingLead offer valuable tools and capabilities for sales and marketing teams to improve data accuracy, increase efficiency, and drive revenue growth.