Salesforce Managed Services

Optimize, Elevate, Succeed - Unleash CRM Excellence

Resolving Your CRM Challenges with Salesforce Managed Services

  • Struggling with data chaos and inefficient workflows in your CRM?
  • Having resource constraints?
  • Finding it challenging to retain your valuable customers?
  • Missing out on data-driven actionable insights?
  • Personalizing customer experiences becoming a daunting task?
  • Scalability issues holding you back?

If these challenges resonate with you, our Salesforce Managed Services are the solutions you’ve been searching for. Let’s address these issues together and unlock growth, efficiency, and customer satisfaction.

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Salesforce Managed Services: Your Bridge to Success

Meeting Customer Challenges

Resource Constraints

Small and medium-sized businesses, like many others, face the daily juggle of limited resources. It can be challenging to maintain and optimize a Salesforce platform effectively without the necessary manpower and expertise.

Scaling Pains

Congratulations on your growth! However, is your Salesforce environment growing at the same pace? As you expand, managing the complexities of scaling can seem like navigating uncharted waters.

The Quest for Cost-Efficiency

In today's competitive era, any unexpected downtime, data loss, or security breach can translate into significant financial setbacks. Managing these costs while ensuring your Salesforce investment delivers returns is an ongoing concern.

Our Salesforce Managed Services Inclusions

Routine Maintenance

Administration and Configuration

Ongoing system administration, user management, and configuration to ensure your Salesforce instance is optimized for your business needs

support

User Support and Training

Providing support to end-users, including troubleshooting issues, answering questions, and offering training to help them make the most of Salesforce.

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Customization and Development

Creating custom objects, fields, and workflows to align Salesforce with your evolving business requirements.

Data Management

Data cleansing, migration, and ongoing data maintenance to ensure data quality and integrity within Salesforce.

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Integration Services

Connecting Salesforce with other business systems and applications to enable seamless data exchange and process automation.

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Security and Compliance

Regular security assessments and compliance checks to ensure your Salesforce instance meets industry and regulatory standards.

Salesforce Managed Service Offerings

Maximise the capabilities of the powerful Salesforce platform at every stage of your Salesforce journey with our SLA-driven, modular, and cost-effective Salesforce managed services pricing offerings. Stay ahead of the curve, no matter your current position.

Basic

Empower your existing Admin
US$ 600 per week
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Standard

Additional admin at a fraction of the cost
US$ 1,200 per week
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Professional

Double the impact of Salesforce Support
US$ 2,400 per week
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Terms & Conditions*

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Frequently Asked Questions (FAQs)

Our products in the Managed Services consists of three distinct of services. The Products currently differ only in the available hours and can be chosen based on your needs. The first bucket is the Admin Service, which is 50% of the allocated weekly hours under a product. These hours are available to a customer to request Administration related help covered in Remote Administration Scope link.

The second bucket is the Business Analysis, where we work closely with you to understand your unique business needs and provide suggestions to implement them in Salesforce.  Hours available here are at 25% of the total time in week.

Under the third bucket, Development bucket we look after your needs for minor enhancement either automation or code.

In our offering, the second and third bucket together form our Customer Success plan.

Our remote administration services cover a range of activities, including user management, security and access controls, data management, system configuration, and customization support. We handle routine administrative tasks and ensure the smooth operation of your Salesforce instance.

Please refer to our Remote Administration Scope at link

You can easily request support by submitting a ticket through our Customer portal or by contacting our support team via email. Our team will promptly address your request and provide assistance.

Business support hours means 9:00 AM to 5:00 PM AEST

Customer success is at the core of our managed service offering. It means that we are committed to helping you achieve your Salesforce goals and maximise the value of your investment. All our plans offer two distinct buckets of service hours, namely the Business Analysis and Development.

As part of Business Analysis, we work closely with you to understand your unique business needs and provide suggestions to implement them in Salesforce. If these changes are minor enhancement, then we will build it as part of hours available under the Development bucket.

Customer Success bucket components Business Analysis and Development, and they don’t accrue. Which means they are not available beyond the current week. However, if the hours can be used in the same week towards Admin hours to get additional Admin support.

Admin support
Customer success

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Salesforce Insights

Maximizing Salesforce ROI

Maximizing Salesforce ROI: How Managed Services Solve Your Business Challenges?

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Unlocking the Benefits of Managed Services: Navigating Your Salesforce Challenges

Let’s talk about Salesforce Managed Services!

Managed Service Admin Support

Simplify, Secure, and Supercharge Salesforce
With our Managed Service Admin Support
  • Company Information: We manage your company details, fiscal year, business hours, and currency management settings.
  • Default Settings: We ensure your system works on the right configurations.
  • Enhanced Security: We set up audit trails, login hours, session settings, and IP restrictions.
  • Data Sharing: We manage Object, Field, and Record-Level Security.
  • User Lifecycle: We handle user creation, freezing, inactivation, and password resets.
  • User Licenses: We manage licenses and permissions for internal and external users.
  • Customized Access: We configure roles, role hierarchy, and access requirements.
  • Fine-Tuned Permissions: We create custom profiles and permission sets to ensure the right access for your teams.
  • User Interface: We optimize your UI settings, app menu, and list views.
  • Data Management: We take care of Salesforce objects, relationships, fields, and page layouts.
  • Sales and Marketing: We support leads, campaigns, sales processes, and opportunities.
  • Service and Support: We manage case processes, assignment rules, queues, and support workflows.
  • Productivity and Collaboration: We enhance activity management, Chatter, and Salesforce Mobile App.
  • Data and Analytics: We handle data imports, updates, backups, and validations.
  • Reports and Dashboards: We create, customize, and manage reports and dashboards, ensuring you get actionable insights.
Efficient Workflows: We automate business processes, notifications, escalations, and approvals using Salesforce Flows.
  • Apex Classes: We maintain and optimize existing Apex classes.
  • Integration: We manage both upstream and downstream integrations to keep your systems connected seamlessly.

We’ve got your Salesforce administration covered, allowing you to focus on what matters most: your business success.

*Disclaimer: Certain Admin Support tasks may necessitate the involvement of developers and business personnel to ensure effective execution.

Customer Success

Unlock Salesforce Excellence with Our High-Impact Managed Services!

What You'll Receive with Our Plan:

Business Analysis:

Through discussions with the business and ongoing familiarity by our support teams, we pinpoint optimization areas in your processes. We can also offer before-and-after comparisons to showcase enhancements.

Through business discussions, we target repeatable or error-prone processes for automation, basing our decisions on the platform’s best practices without relying on specific tools.

We ensure that our Salesforce-certified practitioners consistently demonstrate competency and embrace continuous technical advancement. Our team is even trained to adeptly handle any updates or changes on client platforms.

Development:

We discuss and estimate changes with clients before implementation. To ensure alignment with requirements, we conduct relevant and, if necessary, user testing before finalizing and closing tickets.

We classify “minor enhancements” on a case-by-case basis, collaborating with your business and IT teams. Likewise, we set limits on the number of minor enhancements within a timeframe through mutual agreement with your teams.

New custom fields need to be estimated and incorporated within the weekly quota; we don’t automatically integrate these fields into existing reports and dashboards.

We use Flows for Salesforce automation. To avoid workflow conflicts, our vast industry knowledge, platform best practices, and rigorous regression testing with key stakeholders guarantee a seamless transition.

In summary, with our plan you get to:
1. Collaborate closely with expert consultants to maximize your business processes.
2. Boost your platform with features aligned to top industry standards.
3. Observe how our detailed discussions lead to tailored Salesforce features.
4. Benefit from our precise adjustments to Apex code for optimal logic.
5. Leverage our expertise for a wide range of workflow enhancements and automations.

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