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Salesforce is a powerful CRM platform, but using it doesn’t guarantee success. To maximize value, businesses must continually improve, seek expert assistance, and regularly maintain their systems and infrastructure. An in-house team may struggle to manage these tasks alone.
Many businesses invest in Salesforce, hoping to see strong returns. However, they often encounter problems such as low user adoption, security risks, unused features, and inefficient operations. These issues can harm their revenue and productivity, turning Salesforce into a cost rather than a means to generate revenue.
If you are seeing these signs, it might be time to hire a Salesforce support and maintenance partner.
This blog discusses the key warning signs and explains how these service providers can help address them.
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Also Read: How to Get Salesforce Support Fast?
What is a Salesforce Support and Maintenance Partner?
Salesforce support and maintenance partners are experts who help you manage, improve, and protect your Salesforce Org. They provide:
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Proactive Monitoring: We perform checks 24/7 to avoid downtime, stop security breaches, prevent data loss, and manage technical issues caused by customizations.
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Expert Guidance: Certified experts help users adopt automation and AI tools more effectively and fix issues with underused features.
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Strategic Roadmaps: Align the Salesforce platform with your business goals.
Why are they crucial?
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Cost Efficiency: Avoid the expenses of hiring full-time specialists.
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Risk mitigation: Ensure compliance, security, and data integrity.
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ROI maximization: Unlocks advanced features and helps your teams utilize them efficiently.
If you need help with Salesforce, it's best to partner with someone who knows how to spot problems early. It can help your business avoid short-term and long-term issues. Here are the main signs that you could benefit from working with a certified Salesforce partner.
Key Signs You Need a Salesforce Support and Maintenance Services
1. Rising Ticket Backlogs
The Problem:
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Your IT team or administrator is busy addressing user requests, resolving bugs, and implementing updates. This process can take days or weeks, which slows down operations.
Why Does it Matter?
A growing number of unresolved tickets is leading to a slower sales cycle, unhappy employees, and lost opportunities. Additionally, 78% of service teams report that customers seem more rushed, and slow ticket resolution negatively affects customer satisfaction, according to Salesforce's Sixth Edition State of Service report.
The Solution:
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Salesforce support and maintenance services provide you with the following:
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Dedicated resources to handle tickets efficiently.
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SLA (Service-level Agreement) backed response times for quick resolution.
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Proactive monitoring to prevent recurring issues.
2. Downtime Increasing
The Problem:
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Salesforce crashes unexpectedly run slowly, or experiences integration failures.
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Users complain about lagging reports or timeouts during peak hours.
Why Does It Matter?
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During a two-hour downtime in 2024, Meta lost nearly $100 million.
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Downtime or crashes lead to:
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Lost sales opportunities
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Poor customer experience
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Decreased employee productivity
The Solution:
Salesforce maintenance services experts ensure:
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We provide 24/7 performance monitoring using tools like Salesforce Health Checks to recover from disasters and minimize disruptions quickly.
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We also optimize integration by verifying the stability of APIs and middleware and by testing before major releases to prevent crashes.
3. Declining User Adoption
The Problem:
Employees don’t use the platform because they haven’t received enough training, the workflows are too complicated, or the processes are inefficient. This results in inconsistent data entry, workflow mistakes, and resistance to using the CRM.
Why Does it Matter?
If users do not adopt your CRM, your investment will be wasted. According to the Salesforce Sixth Edition State of Service report, only 36% of agents try to upsell because they lack training.
The Solution:
Salesforce support services experts help you with the following:
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Role-based training (end-users vs admins).
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UX improvements (customer dashboards, simplified page layouts).
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Ongoing feedback loops to refine processes.
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Change management to boost engagement.
4. Security & Compliance Risks
The Problem:
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Unsure whether the Salesforce setup meets compliance requirements such as GDPR and HIPAA.
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Frequent permission errors, outdated security settings, or unauthorized access attempts pose risks.
Why Does it Matter?
A single data can lead your organization to:
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Heavy fines and legal repercussions
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Loss of customer trust
Note: The average cost for organizations experiencing non-compliance problems is $14.82 million, according to Globalscape.
The Solution:
Salesforce managed service provider enforces:
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To keep data safe, follow these best practices: conduct regular security audits, check sharing settings and profile permissions, use data encryption, and protect personal information by masking it.
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Compliance automation (retention policies) and real-time threat detection (event monitoring and Salesforce Shield).
5. Underutilized Salesforce Features
The Problem:
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You’re only using basic functions (contacts & leads) but missing out on AI, Agentforce, automation, or advanced analytics.
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Manual processes can lead to slowing down workflows.
Why Does it Matter?
Salesforce can deliver significant benefits through customization and scalability. By utilizing its features to address specific business needs, companies can achieve a strong return on investment.
The Sixth edition of Salesforce’s State of Service report shows that only 49% of service organizations are entirely using AI in Salesforce.
The Solution:
Salesforce support and maintenance services providers help you:
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Leverage the power of Einstein AI (predictive scoring, following best actions) and Flow Builder and Process Automation to reduce manual work.
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Utilize the platform’s advanced analytics (Tableau CRM, Reports, Dashboards) and billing automation capabilities, leading to streamlining quotes and invoicing.
6. Lack of Strategic Roadmap
The Problem:
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Your Salesforce org is disorganized due to unused fields, outdated workflows, and a lack of clear upgrade plans.
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You are constantly reacting to problems instead of proactively optimizing.
Why Does it Matter?
If you don't have a clear plan to improve the Salesforce platform, your CRM will end up as a series of fixes. It will increase your technical debt and cost you even more.
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Note: 30% to 70% of CRM projects fail due to poor planning.
The Solution:
Experts help you with the following:
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A strategic roadmap that aligns with business goals.
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Regularly check the organization's health using Optimizer. Manage releases through sandbox testing and change sets. Implement strategies for data archiving and cleanup.
7. Unstable Customization
The Problem:
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Your Apex triggers, Flows, or Lightning components stop working after Salesforce updates or customization.
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Your strategies are reactive but not proactive, resulting in significant costs in both time and money.
Why Does It Matter?
Unstable customization and patchwork can lead to:
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Business operations/process failures
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Increased admin workload
The Solution:
Taking help from a Salesforce support and maintenance partner lead, you get guidance in the following:
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Pre-release testing in sandbox environments.
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Support partners follow modular and future-proof coding best practices.
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API version checks through deprecation monitoring.
8. Poor Data Quality & Duplicates
The Problem:
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Encountering duplicate leads, missing fields, and inaccurate reports.
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Inefficient decision-making leads to unreliable decisions.
Why Does It Matter?
The poor quality of your data leads to poor forecasting and wasted marketing spending. According to Gartner, poor data quality costs organizations an average of $12.9 million.
The Solution:
The help of Salesforce support services ensures:
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Creating data validation rules and duplicate management.
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Implementing automated cleansing tools, such as Data.com and DemandTools.
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Regular data health checks.
9. Slow Salesforce Performance
The Problem:
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Your team is experiencing issues such as slow report loading and “Service Unavailable” errors.
Why Does It Matter?
A slow platform performance not only causes revenue loss but also impacts user productivity.
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Note: According to Akamai (The State of Online Retail Performance report), only a 100-millisecond delay in load time hurts conversion rates by up to 7%.
The Solution:
A Salesforce partner optimizes:
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Indexing and SOQL query tuning.
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Asynchronous processes (Batch Apex, Queueable).
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Caching strategies (Lightning Web Components optimization).
Conclusion
If you notice any of these warning signs, it means your Salesforce organization needs expert help. A Salesforce-managed service partner, such as Codleo, can reduce downtime and improve performance. They can also boost user adoption, enhance security, and keep your organization clean and scalable. They will help you use key features, provide 24/7 proactive support, and ensure compliance and security.
Codleo offers expert Salesforce support services in the USA starting at just $17/hour – reliable, efficient, and always on time.
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