Our Services/
Managed ServicesManaged Services
Your Salesforce org doesn’t stop needing attention after go-live. Neither do we.
Most Salesforce problems don’t announce themselves. They accumulate quietly — technical debt building up in an org, automations conflicting with each other, users working around features instead of using them, and nobody keeping pace with the three Salesforce releases a year. By the time something breaks in a way that’s visible, it’s already been a problem for months.
Our Managed Services give you a certified Salesforce team on retainer — maintaining, optimising, and evolving your org on a monthly basis. You get the expertise of a full Salesforce practice, at a predictable monthly cost, without the overhead of hiring.
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Who Is This For?
How Our Managed Services Work
Onboarding & Org Audit
We start with a thorough audit of your Salesforce org — technical health, automation logic, security model, data quality, and user adoption. You receive a written report with findings and a prioritised improvement plan.
Backlog Setup
We set up a shared project backlog (Jira, Trello, or your preferred tool) where you can submit requests, track progress, and see what’s in flight at any time.
Monthly Sprints
We work in monthly cycles — reviewing and prioritising the backlog with you at the start of each month, delivering completed work and a progress report at the end.
Regular Reporting
Monthly delivery report showing work completed, hours used, org health metrics, and recommendations for the next period.
Ongoing
The engagement continues month-to-month. Scale up or down based on your needs. No lock-in contracts.
What’s Included in Our Managed Services
1
Salesforce Administration
Day-to-day admin work handled without you needing to raise a support ticket and wait: user management, profile and permission set updates, field and object additions, page layout changes, report and dashboard creation, list view management, and general configuration maintenance.
2
Development & Enhancements
New features, custom components, automation enhancements, and integrations developed on a prioritised backlog basis. You submit requests, we scope them, and we build them in order of business priority. No surprise invoices — everything is managed within your monthly allocation.
3
Salesforce Release Management
Three times a year, Salesforce releases new features — some of which automatically activate and some of which need conscious decisions. We review every release against your org configuration, flag anything that requires action, and implement new features that benefit your team.
4
Health Monitoring & Proactive Maintenance
We monitor your org for performance issues, governor limit proximity, API usage anomalies, automation errors, and data quality degradation — fixing problems before they affect your users.
5
User Training & Adoption Support
New hire Salesforce onboarding, refresher training for existing users, and adoption monitoring via usage reports. We identify which features your team isn’t using and work with you on why.
6
Strategic Advisory
Monthly check-in with a senior Salesforce consultant to review your roadmap, discuss upcoming business changes that will affect your Salesforce configuration, and advise on the best use of new platform features.
What You Get
Predictable Monthly Cost
No surprise invoices — a fixed monthly allocation you can budget for
Faster Response Than Hiring
A certified team available from the first day, no recruitment delay
Release Management Included
Never be caught off-guard by a Salesforce release that breaks something
Proactive, Not Reactive
We find and fix issues before your users report them
Senior Expertise on Demand
Access to solution architects and senior developers, not just administrators
Flexible Engagement
Month-to-month — scale up during busy periods, scale down when you don’t need as much
Stay Ahead with
Proactive Managed Support
Free CRM Audit
Not sure if your Salesforce org needs Managed Services — or just a one-time cleanup? Start with our free CRM Audit. We’ll review your org configuration, automation health, data quality, security model, and user adoption, then give you an honest assessment of what it needs. No obligation to engage further.
FAQ
What’s the minimum monthly commitment?
Our Managed Services engagements are month-to-month with a recommended minimum of 3 months to see meaningful value. We offer different allocation tiers based on the volume of admin, development, and strategic work your org requires. We’ll recommend the right tier after the initial audit.
How quickly do you respond to requests?
We target a response to all new requests within 4 business hours and a resolution timeline communicated within 24 hours. Critical issues (broken automations, login problems, data corruption) are treated as P1 incidents with same-day response.
Can we use Managed Services alongside our internal admin?
Absolutely — many of our clients have an internal admin who handles day-to-day requests and uses our team for development, complex configuration, and strategic guidance. We work alongside your team, not instead of it.
What if we need more than our monthly allocation one month?
We handle occasional overages at a pre-agreed rate. We always flag when you’re approaching your allocation limit so you can decide whether to extend for that month or roll the work to the following period. You’re never surprised.
Do you sign NDAs and data processing agreements?
Yes — we sign NDAs and Data Processing Agreements (DPAs) as standard for all Managed Services engagements. We take data security seriously and are ISO certified.
We’re currently unhappy with our Managed Services provider. Can you take over?
Yes — we do Managed Services transitions regularly. We’ll conduct an audit of your org’s current state, document everything that exists, and take over the backlog. We’ve seen orgs in all conditions — nothing surprises us.
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