Salesforce Admin Services
Your Salesforce org should work for you—not slow you down. At Refresh Agency, we provide ongoing Salesforce Admin Services to keep your CRM clean, efficient, and aligned with your business goals. Whether you need day-to-day support, help with automation, or proactive system improvements, we act as your dedicated Salesforce admin—without the overhead of a full-time hire.
Common challenges we solve:
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Duplicate records and poor data hygiene
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Low adoption due to clunky page layouts or unnecessary fields
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Inconsistent reporting and dashboards
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Manual processes that should be automated
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Security and permission issues
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Services we offer
Salesforce is powerful, but without proper maintenance and optimization, it can quickly become cluttered and underutilized. Our Salesforce Admin Services ensure your team gets maximum value from the platform.
User Management & Support
We handle the day-to-day administration of your Salesforce instance, including user setup, permissions, and troubleshooting. Our goal is to keep your team productive by ensuring everyone has the right access and support when they need it.
Data Hygiene & Maintenance
Clean, reliable data is the foundation of any CRM. We help remove duplicates, standardize records, and put validation rules in place so your Salesforce environment stays accurate and trustworthy over time.
Automation & Workflow Optimization
Manual tasks slow your team down. We design and manage automations—using Flows, Process Builder, and Workflow Rules—that streamline follow-ups, approvals, and lead assignments so your team can focus on selling.
Reports & Dashboards
Your reports should give you answers, not questions. We build role-specific dashboards and accurate reporting tools so sales reps, managers, and executives can see exactly what they need to drive performance and forecast with confidence.
System Optimization
As your business grows, so should your Salesforce setup. We simplify page layouts, align workflows to your processes, and ensure your system scales smoothly with your team—keeping Salesforce efficient and user-friendly.
Benefits of Working With Us
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Cost-Effective: Access certified expertise without the cost of a full-time admin.
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Scalable: Support tailored to your business size and growth stage.
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Proactive: We don’t just maintain, we continuously optimize your org.
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Flexible: Monthly support packages or project-based engagements.