Service
Managed Services
After launch, systems keep changing: new reps, new products, new reports, new integrations, and now AI agents that need tuning. Our managed services packages give you an experienced operations team on call every month, without hiring a full in-house admin team.
Also called Salesforce managed services, CRM support, or fractional admin.
What we implement
Ticket queue
Requests go into a shared board where you can see priority, status, and who is working on each one.
Monthly sprints
Bigger changes are planned into monthly sprints with a visible backlog, so improvements keep shipping alongside the day-to-day fixes.
User administration
New users, departures, record reassignment, permissions, and license reviews handled the same week.
Monitoring
Integration sync errors, failed automations, expiring certificates, and release updates caught and fixed before they turn into bad data.
AI upkeep
Prompts, skills, agent rules, and test sets reviewed as your process changes, with usage and cost reported each month.
Hosting and website care
Website updates, plugin and security patches, and DNS changes for clients whose site we host.
How we work
- One team covers Salesforce, HubSpot, Claude, and the integrations between them.
- Packages are sized by monthly hours, and unused priorities roll into the next sprint plan.
- Everything we change is documented, so you're never locked in.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today and measure the baseline: how long each task takes, how many hours a week it eats, and where it goes wrong.
- 02
Design
We agree on the target process, decide which steps stay human, which get automated, and which an AI agent can own, and set the number each change should move.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and support. We measure the after against the baseline, report the time and money saved, and fix whatever people are working around.
Questions we hear
What are Salesforce managed services?
An ongoing monthly arrangement where an outside team administers and improves your Salesforce org: user changes, fixes, reports, automation, integrations, and releases. It replaces or supplements an in-house admin.
How are managed services packages priced?
Packages are based on a monthly block of hours sized to your org and request volume. We recommend a size after a short review of your systems and backlog.
Do you support systems you didn't build?
Yes. Most managed services clients come to us with an existing org. We start with an audit so we know what we're supporting.
Tell us what's stuck
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.