What Are Managed Services for Salesforce?

What Does Managed Services Involve?

Strategic Planning

Discuss what your goals are and work with a team to define a vision and align resources with what you’re looking to achieve.

Salesforce Optimization

Your Salesforce org should be helping your business – not hurting it. If you’re finding yourself with cumbersome work processes and diminished productivity, this is something you should consider. Optimization Services analyzes your current system to ensure that it supports the objectives of your company. Industry experts can identify any areas of misused functionality and redesign the system in a way that boosts the overall productivity of your team.

Salesforce System Updates

Salesforce updates their system three times a year! Make sure that your system is up to speed and new features are being properly utilized with system support from managed service experts.

Salesforce Post Go-Live Support

Move forward with confidence. Once your project is launched experts will be there to help ​​with any user, technical, or change management issues.

Salesforce Implementation Support

Any successful Salesforce implementation requires a strong foundation. Start off on the right foot and ensure success throughout every step with a planned approach to integrate new software into the existing workflow of an organizational structure.

Salesforce Support Ad-Hoc

For companies already using Salesforce but are looking for occasional support or maintenance without a monthly commitment, this would be a great option to verify system success.

Salesforce Lightning Migration

Avoid a sluggish interface and complicated navigation with Lightning migration services to seamlessly transition your Classic knowledge base into Lightning.

Salesforce Customizations

Salesforce is robust but sometimes the default system needs to be tweaked to best suit your business’s unique needs and goals. Managed services can tailor configurations specific to what it is you’re trying to achieve.

Salesforce Data Clean-Up

Data is the lifeline of your business and bad data can significantly hinder work processes. Scrub any incorrect, incomplete, irrelevant, duplicate or poorly formatted data for faster, more consistent and accurate business insights.

Salesforce In-Flight Project Support

Have a project that’s already in progress but are unsure if it’s heading in the right direction? Salesforce In-Flight Project Support can help monitor and supplement your journey to ensure that you’re unlocking the full value of your project.

Salesforce Documentation Support

Clear and easily accessible internal documentation enables streamlined onboarding, aids in faster problem solving and ensures a solid knowledge management process for your team.

Salesforce AppExchange Installation, Testing and Go-Live

Salesforce’s Appexchange is their cloud computing marketplace with over 7,000 applications to further customize and supplement your system. A managed services partner can help ensure that the apps you’re downloading are not only compatible but are configured to work in the most effective way. This includes testing and continued support throughout the entire process.

Subject Matter Expert Support

Salesforce SME’s offer a deep understanding and knowledge in a specific area or topic, and boast unique qualifications to provide superior guidance and strategy. With SME managed services support, your company will benefit from organizational evaluations and recommendations of the most suitable technical solutions.

Legacy System Integrations

Legacy system integration tackles the challenge of integrating information from on-premises systems into your new system without the risk of losing critical data.

Existing Salesforce Team Support

If you already have an existing Salesforce team but need additional support with other Salesforce requirements and recommendations, this is the best option for you. Customize the assistance you need and address chief concerns.

Process Automations

Automation has infinite possibilities; it can assist with maximizing productivity, decreasing company costs, reducing errors, increasing customer satisfaction, supporting employee retention and much, much more. Take the stress out of automation with intelligent solutions by expert managed services providers.

Quarterly Reviews

Quarterly business reviews prove to be an invaluable opportunity to assess
performance levels, identify any unresolved issues and develop strategies to tackle any deficiencies for the next quarter. This serves as a key moment for both the client and partner to take accountability for what is working well and what could be improved upon.

Ongoing Solution Management

At the highest level, a managed services provider can offer long-term, in-house support to handle the daily operations of specialized applications and ensure end-to-end solution success.

Admin, Developer or Architect Support

Provide essential proactive and reactive support for the key duties and tasks associated with admin, developer or architect roles.