Managed

Services

As your business grows, users require assistance, processes changes or you want new areas onboarded. We provide ongoing, recurring services and support post-implementation to drive long-term customer success.

Some of our managed services are:

1

ADMINISTRATION
SERVICES

  • User setup, management, and security
  • Configuration of standard/custom objects
  • Creation and management of workflows, validation rules, Process Builder
  • Data quality management and data loading

Also Known As

Virtual/Remote Admin
Org/User Management
System Admin
Object Maintenance

2

SUPPORT
SERVICES

  • First response to user questions and tickets
  • Issue resolution, including management of support requests to Salesforce
  • Triage of client issues to determine applicability for Premier Support

Also Known As

Tier 1 Support
First Line Support
Helpdesk / Break-fix

3

RELEASE &
CHANGE SERVICES

  • Manage customer org updates aligned around Salesforce release cycles
  • Feature prioritization and request management
  • Adoption and change management around new releases (including training)

Also Known As

Change Management
Feature Activation
Continuous Improvement

4

DEVELOPER &
INTEGRATION
SERVICES

  • Build, deploy and maintain code for any custom development needs
  • Design, build and maintain system integrations

Also Known As

Custom Development
Integration Monitoring

5

ANALYTICAL
SERVICES

  • Creation and management of business reports & dashboards / Analytics
  • Data Science application and analysis

Also Known As

Reports & Dashboards
Data Analytics

6

APPEXCHANGE
APP
MANAGEMENT

  • Recommendations on AppExchange apps
  • Management of ISV user licenses & apps

Also Known As

App Installations
App Maintenance