CRM AdminA named CRM administrator on a monthly retainer, instead of a full-time hire
CRM admin as a service gives your company a certified administrator who knows your org, backed by the Micronetbd team, for a flat monthly amount. The work is the same work an in-house admin would do, run by a team that has delivered hundreds of CRM projects since 2012 with a SOC 2 Type 2 audited process behind it.
After hours the office line is answered by Workup Agent, our own AI receptionist: it takes your details and a person calls you back within one business day. The assistant in the corner of this page does the same.
What outsourced CRM admin services include
The work an in-house admin does, on a ticket queue with a weekly plan and a monthly backlog you prioritise.
Users, roles and security
User and license management, profiles and permission sets, role hierarchy, sharing rules, login and MFA policy, deactivations done on the day someone leaves.
Configuration and automation
Fields, page layouts, record types, validation rules, Flow builds and fixes, approval processes, and retiring the automation nobody remembers building.
Data hygiene
Duplicate rules, imports and mass updates, field cleanup, backup checks, and the recurring clean-up jobs that keep reports honest.
Reports and dashboards
The reports leadership asks for, built on fields people actually fill in, plus dashboard maintenance as the business changes.
Releases and AppExchange
Sandbox testing before each of the three Salesforce releases, managed package upgrades, and an eye on what each release deprecates.
A monthly enhancement backlog
A named admin, a ticket queue, a weekly plan and a backlog you prioritise, so the org improves every month instead of slowly rotting.
How the CRM admin retainer works
An assessment first, then a named administrator, a queue and a change log.
A named administrator
Who knows your org, with a backup on the same team for holidays and peaks.
An org assessment first
Installed packages, customisations, integrations, data quality and security, written up before the retainer begins.
A ticket queue
Turnaround by priority, and a change log kept in your org so every change is traceable.
Flat monthly pricing
Scoped to users and org complexity, with no meter running on quick questions.
Escalation when needed
When a request turns out to be development, integration or architecture work: agreed rates, only with your approval.
Why teams hand their CRM admin to Micronetbd
A general counsel, a Salesforce partner manager and a two-minute explainer are on the Micronetbd channel if you want to hear it from the client side.
- Hundreds of CRM projects since 2012; a Salesforce partner since 2012
- SOC 2 Type 2 audited process behind every retainer
- The retainer covers whatever system you run: Sales Cloud, Service Cloud, Experience Cloud, Litify, Filevine, DocuSign CLM, Specright
- A named admin with a backup, not a rotating help desk
- You own the work and the documentation; every change is logged in your org
- Escalation to developers, integration and architecture people on the same team
Book a working session
Tell us what you run, your user count and what is on the backlog. We will tell you on the call whether a retainer or a hire is the right answer, and quote the retainer if it is.