To keep up with the speed of innovation today, many organizations are strategically partnering with managed services providers like Atrium to optimize their Salesforce, analytics, AI, and data platforms.
This move can unlock significant benefits, including increased efficiency, reduced operational costs, and enhanced security. However, the journey to a successful managed services engagement isn’t solely about technical expertise. It hinges on establishing a strong foundation built upon some key themes.
3 keys to a successful managed services engagement
Based on Atrium’s experience helping businesses thrive with managed services across all of the solutions we support, we’ve identified three core pillars that have been instrumental to successful and impactful engagements.
1. Building a strong relationship: The power of connection
In a world increasingly dominated by virtual interactions, the value of genuine human connection, especially at the outset of a long-term partnership, cannot be overstated.
When embarking on a managed services engagement, investing in a strong relationship from the start is paramount.
There’s a distinct advantage to meeting in person, particularly during the initial kickoff. This dedicated time together sets the stage for a positive and collaborative working relationship.
- Singular focus: By limiting outside distractions, an in-person kickoff encourages the team to remain oriented to crucial discovery sessions, fostering a deeper understanding of the client’s needs and objectives.
- Not just a voice on the phone: More importantly, these face-to-face interactions lay a foundation for building rapport and trust within the combined team — a cornerstone of any successful long-term engagement.
2. Cultivating a deep understanding of each persona: Integrating into the customer’s world
True partnership goes beyond surface-level understanding. Atrium’s Elevate managed services team invests the time necessary to deeply understand the unique elements of a customer’s business and technical landscape.
This isn’t just about understanding the intricacies of their technical solutions; it’s about grasping the “why” behind their processes and the “how” each persona group navigates their daily tasks.
By developing this understanding, our team effectively integrates as an extension of the customer’s own team. This deep dive yields significant benefits, including:
- Better communication: When we understand the nuances of each user group’s needs and challenges, communication becomes more targeted, efficient, and effective.
- Increased efficiency: Tailoring solutions and support to specific user workflows streamlines processes and boosts overall efficiency across the organization.
- Ultimately, better results: By aligning with the specific needs and goals of each persona, the engagement drives more meaningful and impactful business outcomes.
3. Fostering trust from the customer to drive outcomes: The catalyst for long-term success
Ultimately, the long-term success of Atrium’s managed services engagements is linked to the level of trust the customer places in our team. Trust is the catalyst that empowers Atrium to truly drive positive outcomes.
When a customer trusts their Elevate team, they are more likely to:
- Be open and transparent: Sharing critical information and challenges allows our Elevate team to provide more effective solutions.
- Embrace recommendations: Trust fosters a willingness to implement our solutions and to adopt recommended best practices.
- Collaborate effectively: A foundation of trust encourages seamless collaboration and a unified approach to achieving shared goals.
While technical expertise is a given in managed services frameworks, at Atrium, we understand that the true differentiators for a successful engagement lie in the strength of the relationship, the depth of understanding of the customer’s business and its people, and the cultivation of unwavering trust.
By prioritizing these three key themes, organizations can realize the full potential of their Salesforce, analytics, AI, and cloud data platforms and forge a partnership for lasting success.
Learn more about Atrium’s Elevate managed services
“Atrium possesses a hyper-focused mindset on interacting and receiving feedback from their customers. They gauge success through a customer satisfaction mindset. Our experience has been summarized as positive, engaging, receptive, and responsive.” – Director of Sales, National Consumer Credit and Payment Solutions Company
Atrium’s Elevate Managed Services go beyond traditional support, helping businesses automate, optimize, and continuously enhance their Salesforce, Tableau, and Snowflake environments.
Our certified consultants meet you where you are — helping you refine your data strategy, streamline operations, and drive measurable business impact. Whether it’s proactive system enhancements, customizations, or ongoing user support, Elevate futureproofs your investment, ensuring long-term success and continuous innovation.
