Salesforce Managed Services

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Managed Services

Who is Salesforce Managed Services for?

Salesforce Managed Services are designed for organizations that want to continue enhancing their Salesforce platform. With this service, you will be assigned a dedicated Salesforce Consultant who will work with your team and introduce new features to your Salesforce instance. This will allow your organization to save time, money, and headaches associated with maintaining and optimizing your Salesforce environment. Salesforce Managed Services can be leverage across the most common Salesforce products including, but not limited to, Sales Cloud, Service Cloud, Community Cloud, Pardot, Platform, or CPQ. To your left, you will find the most common reasons as to why organizations like yours leverage our Salesforce Managed Services.

You internal team is busy but these initiatives cannot wait?

I have a list of Salesforce to-do’s, but my team is busy with other projects. Can you build out some new features, roll out a new department, integrate with a 3rd party app, and get some quick wins?

You only have an admin, but need Apex development?

We have an internal admin. How can we access developers, integration experts, marketing automation experts, business analysts, and more? I need a partner who can provide different skill sets on demand!

Do you need to take Salesforce to the next level?

We’ve had Salesforce for a while, but we’re not sure how to get to the next level. How can I develop a roadmap?

Do you need consulting advise on best practices?

I have Salesforce, but I need advice on best practices, help understanding new releases, insight into what others are doing in my industry, and help bringing ideas to life.

What’s Included with Salesforce Managed Services?

Salesforce Optimization
You’ve had Salesforce for a couple of months or years and you have some technical debt, outdated functionality, and numerous missed opportunities. Let us help you optimize your new processes and phase out the old ones.
Ongoing Enhancements
Your business has evolved and so should your Salesforce org. Let us manage your Salesforce backlog, streamline business processes, and oversee continuous delivery so you can provide more transparency to leadership.
Quarterly Business Review
We work with you to set goals, review KPIs, business impact, trends in the market, and follow up with future roadmap prioritization and planning. You will receive a detailed report every quarter.
Salesforce Health Assessment
We will review your Salesforce environment to make sure the latest features and functionality are covered and put together a list of recommendations that can be implemented over time.
Analytics, Reports & Dashboards
You’ll gain access to reports and dashboards custom built for your business to show you the metrics that really matter. This can be done for a set of users, specific departments, or company wide.
Training & User Adoption
Once we introduce new features to your Salesforce environment, we’ll be sure that your team is properly trained on what was introduced to help drive user adoption. This service is available both onsite and offsite.
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Learn more about Salesforce Managed Services

Get in touch with us today to discuss your Salesforce goals with one of our Salesforce subject matter experts.

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