Salesforce Managed Services

Enhance your business and maximize your investment in the Salesforce platform.

As your business grows and evolves, your Salesforce Org needs to do the same.

Historically, Salesforce upkeep has been handled by a single admin with basic development support. However, the number of capabilities necessary to support, sustain, and extend a Salesforce Org have grown exponentially over time.

Salesforce Managed Services is a flexible, scalable, and economic solution to maintain and realize your investment — without the need to hire additional full-time, dedicated employees.

What's Included with Salesforce Managed Services?

Strategic planning

From executive goal setting workshops to business process reviews, building out a Salesforce Org is serious business. We’ll help you from roadmapping to long-term value realization.

Salesforce optimization

You’ve had Salesforce for a few years and you have technical debt, unused functionality, and numerous missed opportunities. Let us help you merge new functionality with old to harmonize your business processes.

Ongoing enhancements

You’ve implemented a process that has evolved, your Salesforce org should too. We can manage your backlog refinement, streamline business processes, and oversee continuous delivery so you can provide more transparency to leadership and beyond.

Technical experts and industry specialists

As great as they are, your admin can’t be a jack of all trades. Our team of Salesforce (and other technology!) experts can provide technical support to help your admin thrive.

Lightning Migration

The migration to Lightning doesn’t have to be big and scary. You can keep it small or you can transform your business, either way, with managed services you can choose how the transition impacts your organization.

Integration updates and support

Don’t wait for updates when real-time synchronization is at your fingertips. We can help with integration monitoring, troubleshooting, custom API integrations, and more.

Data

Salesforce is powered by data. We’ll make sure you’re properly documenting integrations, validation, MDM, and storage review — and that you have the right backup policies in place.

Center of Excellence

Putting structure around how organizations align IT strategy with business strategy is no small task. Our team can help build out a COE that ensures you can stay on track to achieve your goals and measure performance with valuable KPIs.

Quarterly business reviews

In the spirit of partnership, we hold ourselves accountable so you don’t have to. We work with you to set goals, review KPIs, business impact, trends in the market, and follow up with future roadmap prioritization and planning.

Managed Services Plans

Standard

Our completely flexible and scalable approach to ongoing support and innovation with Salesforce.
Through quarter, half, or full time equivalents, you’ll have access to virtual administration for incident management, maintenance, enhancements and optimization, along with release management that provides the resources you need while also giving you the flexibility to scale up and down over time.

Concierge

Our tailored approach scoped to meet and match specific requirements needed to support your Org.
We’ll build a team customized around the capabilities you need to succeed. Not everyone needs dedicated architects or developers full time and as your requirements change, so will your team.
Additionally, we provide a dedicated CSM to work with you day to day, understand your business, triage issues, and drive innovation and scale for your organization.