How to Manage Salesforce Without a Full-Time Admin or IT Team

You have just gone live on Salesforce. Your data is organized, workflows are running, and your team finally has visibility into what is happening across the business.

Then the most common question comes up.

“We do not have a dedicated Salesforce admin or IT team. How do we manage this long term?”

The good news is you do not need a full-time Salesforce administrator right away to run Salesforce successfully. What you do need is clear ownership, a simple maintenance plan, and access to the right expertise when things change.

This is exactly the situation Pisco was built for. As the SMB-focused sister company of Equals 11, Pisco helps small and growing teams keep Salesforce running smoothly after go-live without the cost or complexity of hiring internally.

Here is how we recommend managing Salesforce confidently without an in-house admin.

1. Assign an Internal Salesforce Champion

Even without a technical admin, someone on your team should take ownership of Salesforce. This person does not need to be technical or write automation. Their role is to act as the point of contact between your business and your Salesforce partner.

A strong Salesforce champion gathers feedback from users, keeps an eye on data quality, and helps prioritize requests as the business evolves. This is often someone from operations, sales, or marketing who understands how Salesforce supports daily work.

Clear ownership prevents Salesforce from becoming “everyone’s job and no one’s job.”

2. Schedule Regular Salesforce Health Checks

Salesforce requires ongoing attention. Over time, small changes, new users, and feature updates can quietly introduce issues.

We recommend reviewing your Salesforce org on a regular schedule to make sure automations are still working as intended, data stays clean, and permissions remain appropriate. Salesforce includes built-in tools such as the Security Health Check, which can flag potential risks.

With Pisco, these reviews are handled for you. We proactively monitor your org and surface issues early so they do not turn into bigger problems.

3. Stay Aware of Salesforce Releases

Salesforce releases updates three times per year. These releases often include features that can save time or improve efficiency, but they can also affect existing workflows if not reviewed.

You do not need to read every release note. What matters is knowing which updates apply to your business and testing changes before enabling them. This is where having an experienced partner helps. Pisco reviews each release and recommends only what is relevant for your org so your team is not overwhelmed.

4. Keep a Simple Backlog of Improvements

Salesforce should grow with your business. A simple list of ideas, fixes, and enhancement requests goes a long way.

Track user requests, reporting needs, and process gaps in one shared place. Review it regularly and focus first on items that improve efficiency or data accuracy. This keeps Salesforce aligned with how your team actually works instead of letting requests pile up or get forgotten.

Pisco helps manage this backlog and turn it into steady, manageable improvements rather than large disruptive projects.

5. Use Managed Services Instead of Hiring Too Early

As your business grows, Salesforce needs will grow too. Eventually, you will need admin-level expertise for automation updates, reporting, integrations, or troubleshooting.

That is where Pisco’s managed services come in. You get access to certified Salesforce expertise without hiring a full-time admin. We provide ongoing support, proactive optimization, release management, and user assistance, all scaled to the needs of small and growing teams.

In short, you get the benefits of an experienced Salesforce team without the overhead.

What Our Clients Say

“Our engagement with Equals 11 has been great and just what we needed. We are a small company with limited resources, and this support helped us make our Salesforce environment more relevant and useful.”

Healthcare and Life Sciences Client, USA

“Equals 11 was very communicative and delivered on time and under budget. They made us feel like a true partner throughout the process.”

Nick Duquette, VP of IT, National Kidney Foundation

You do not need to be a Salesforce expert to get long-term value from Salesforce. You need structure, clarity, and the right support model.

At Pisco, our goal is simple. We help small and growing teams keep Salesforce healthy, useful, and aligned with their business long after implementation.

If you want clarity on what support you actually need, a full plan is not required. In just 20 minutes, we can walk you through how to manage Salesforce without a full-time admin and what the right next step looks like for your team.

Book your 20-minute consultation with Pisco