Salesforce Managed Services
Reduce Salesforce support costs and keep growth moving with managed services from VALiNTRY360.
Salesforce Managed Services for Growing Teams
VALiNTRY360 provides Salesforce managed support services that help growing teams keep Salesforce stable, clean, and easier to use. Our certified Salesforce experts handle admin work, fixes, reporting, automations, integrations, release support, training, and long-term CRM planning, so your internal team can stay focused on business priorities. Whether you need daily Salesforce admin support, a shared support team, or a more hands-on managed services partner with ongoing Salesforce managed consulting, we help you get steady support without adding more workload.
What Are Salesforce Managed Services?
Salesforce managed services are ongoing support and system care delivered by outside experts after your CRM goes live. Instead of hiring a full internal team, you get certified specialists who handle admin work, fixes, reporting, automations, integrations, and release support on a recurring basis. Rather than a one-time project, managed services work like an extension of your team, stepping in whenever Salesforce needs attention so your internal staff can stay focused on strategy. This keeps your system stable, your data clean, and your users supported as your business and requirements continue to change over time.
Salesforce managed services usually combine two kinds of help. Managed support handles the day-to-day work of keeping Salesforce running, such as tickets, fixes, and user requests. Salesforce managed consulting adds ongoing strategic guidance, such as roadmap planning, architecture reviews, and quarterly business reviews. VALiNTRY360 provides both, so you can move from routine support to long-term CRM planning with one partner.
Ongoing admin work like user setup, permissions, and field maintenance
Bug fixes and troubleshooting for broken flows, reports, and dashboards
Reporting and dashboard support that keeps your data accurate and useful
Integration monitoring across ERP, marketing, and other connected tools
Release management, including sandbox testing before every change goes live
Strategic guidance on architecture, adoption, and long-term CRM planning
VALiNTRY360 Managed Services at a Glance
- What it is:
- Ongoing Salesforce admin, support, maintenance, and improvement from VALiNTRY360's certified Salesforce experts after your CRM goes live.
- Who it's for:
- Growing teams that want VALiNTRY360 to act as an extension of their team, without building a full internal Salesforce department.
- What VALiNTRY360 covers:
- Admin work, bug fixes, reports and dashboards, Flows and automation, integrations, release testing, security reviews, training, and long-term CRM planning.
- How you can work with VALiNTRY360:
- Shared, dedicated, hybrid, and project-plus-support models, with fixed monthly or tiered support plans.
- Clouds VALiNTRY360 supports:
- Sales Cloud, Service Cloud, Marketing Cloud, Account Engagement, Experience Cloud, MuleSoft, Agentforce, Einstein, and Data 360.
- Time to start:
- Most teams move into VALiNTRY360 managed support within 2 to 4 weeks, depending on Salesforce complexity.
- Why VALiNTRY360:
- A certified Salesforce-branded services partner with an entirely U.S.-based team, 200+ years of combined Salesforce experience, and a 96% client retention rate.
Salesforce Managed Services that Keep Your CRM Working
Salesforce managed services gives your team ongoing help after launch, so your CRM stays clean, stable, and useful as your business grows. Our certified Salesforce experts manage the daily work that keeps your system running well, including admin tasks, user support, bug fixes, reports, dashboards, automation updates, integration checks, release testing, and system cleanup. We work as an extension of your team, handling the Salesforce work that needs expert attention while your leaders stay in control of priorities, budgets, and business decisions.
This service is a strong fit if your team:
- Has outgrown basic Salesforce admin support
- Needs help fixing messy processes, reports, or automations
- Wants faster Salesforce support without hiring a full internal team
- Uses multiple Salesforce clouds or connected business systems
- Needs steady guidance from certified Salesforce consultants
- Has a growing backlog of Salesforce requests that no one has time to clear
- Relies on one internal admin with no backup for leave, turnover, or complex technical work
What Our Salesforce Managed Services Include
Our Salesforce managed services cover the daily support, system care, user help, technical fixes, and long-term planning your CRM needs to keep working well as your business grows.
We begin by reviewing your Salesforce setup, business process, user needs, open requests, and support backlog. This helps us understand what needs attention first and where Salesforce can better support your sales, service, marketing, or operations teams.
- Salesforce health and performance review
- Business process review
- Support backlog cleanup
- Roadmap planning for future improvements
We help clean up the Salesforce areas that slow users down or create extra manual work. Our team improves layouts, automations, reports, permissions, and configuration details so your CRM feels easier to use and easier to manage.
- Page layout and Lightning record page updates
- Flow fixes and new automation support
- Report and dashboard cleanup
- Field, object, permission, and security updates
We handle routine Salesforce requests while keeping an eye on system health, user issues, integrations, and release needs. This gives your team steady Salesforce support without waiting for internal resources to become available.
- Salesforce admin support
- Bug fixes and user access requests
- Integration checks and sandbox testing
- Support ticket tracking and monthly status updates
We help users and internal admins get more comfortable with Salesforce, especially after process changes, new features, or system updates. Our support keeps your team confident and helps reduce avoidable errors, confusion, and workarounds.
- User training and admin coaching
- Salesforce documentation
- Change support
- New feature walkthroughs and adoption support
Salesforce Managed Consulting and Support Services
Salesforce managed consulting gives your team ongoing strategic guidance from certified Salesforce consultants, while managed support keeps Salesforce running day to day. VALiNTRY360 provides both, so the same team that knows your org handles the daily work and the bigger decisions, without adding new technical debt.
Our Salesforce managed consulting services include:
- Salesforce roadmap planning tied to business goals and budget
- Architecture and data model reviews before major changes
- Quarterly business reviews to track progress and reset priorities
- Backlog prioritization based on business impact
- Release and new feature planning, including which features to adopt and when
- AI readiness guidance for Agentforce, Einstein, and Data 360
- Process and adoption reviews across sales, service, marketing, and operations teams
| Area | Managed support | Managed consulting |
|---|---|---|
| Focus | Keeping Salesforce stable and users productive | Planning how Salesforce should evolve |
| Typical work | Tickets, fixes, admin requests, reports, and release testing | Roadmaps, architecture reviews, quarterly business reviews, and prioritization |
| Cadence | Daily and weekly | Monthly and quarterly |
| Best for | Teams with steady Salesforce request volume | Teams planning growth, new clouds, or AI adoption |
Most growing teams benefit from both. Support keeps today’s system working, and consulting makes sure Salesforce still fits the business as it changes.
Common Salesforce Challenges Our Managed Services Solve
Salesforce issues often build slowly. Reports lose accuracy, automations break, users lose trust, and connected systems stop working as expected. Our Salesforce managed services help your team fix these gaps before they affect sales, service, marketing, or leadership decisions.
1/6
Core support and maintenance
Daily Salesforce requests can pile up fast. User access updates, field changes, page layout fixes, report requests, and small system issues often sit unresolved when internal teams are busy.
How we solve it: We solve this by handling routine Salesforce admin work, issue resolution, dashboard fixes, system checks, and small configuration updates, so your team gets steady support without waiting on overloaded internal resources.
2/6
Business process improvement
Salesforce can become harder to use when workflows, approval steps, lead routing, opportunity stages, and case processes no longer match how your team works.
How we solve it:We solve this by reviewing your current Salesforce process, finding where users get stuck, and improving Flows, approvals, routing rules, handoffs, and process steps so Salesforce supports real daily work.
3/6
Reporting and data quality
Leaders need reports they can trust. Duplicate records, missing fields, old dashboards, and inconsistent data entry can make Salesforce reporting unreliable.
How we solve it: We solve this by cleaning duplicate data, improving required fields, fixing report logic, updating dashboards, and creating clearer visibility into sales, service, marketing, and operational performance.
4/6
Integration support
Salesforce often connects with ERP systems, marketing platforms, DocuSign, Slack, Teams, NetSuite, Zendesk, and other tools. When those connections break, teams lose time and data accuracy drops.
How we solve it: We solve this by checking integration errors, reviewing field mapping, testing data syncs, fixing connection issues, and helping Salesforce work more cleanly with your wider tech stack.
5/6
Release and system change support
Salesforce releases, new features, and internal process changes can affect automations, reports, integrations, and user workflows.
How we solve it: We solve this by reviewing release updates, testing changes in sandbox, checking affected flows or custom logic, updating documentation, and helping users understand what changed.
6/6
Training and adoption support
Users create workarounds when Salesforce feels confusing, slow, or disconnected from their role. That lowers adoption and makes CRM data less useful.
How we solve it: We solve this by providing user training, admin guidance, documentation, and change support, so teams understand how to use Salesforce correctly and get more value from the system.
Salesforce Managed Services Plans and Engagement Models
Every Salesforce team has different support needs. Some need a few admin requests handled each month. Others need a steady Salesforce managed services team that can manage tickets, integrations, reporting, user support, release updates, and technical changes. We help you choose the right support model based on your Salesforce setup, internal team capacity, ticket volume, response needs, system complexity, and business goals.
| Support model | Best fit | What it covers |
|---|---|---|
| Shared support | Smaller teams or lower ticket volume | Salesforce admin support, user requests, minor fixes, reports, dashboard updates, and routine system changes. |
| Dedicated support | Larger teams or complex Salesforce orgs | Regular support coverage, deeper system knowledge, technical work, system improvements, and ongoing Salesforce planning. |
| Hybrid support | Teams with an internal Salesforce admin | Overflow support, advanced technical work, integrations, release support, backlog cleanup, and admin backup. |
| Project-plus-support | Teams finishing a Salesforce implementation | Post-launch fixes, user training, adoption support, system tuning, and early-stage managed support. |
Note: If you’re unsure which model fits, our team can review your Salesforce environment and help map the right support level before you commit.
Salesforce Technical Expertise and Architecture
Our team supports Salesforce environments across core clouds, connected systems, custom workflows, and complex business processes. We help keep your Salesforce setup reliable, easier to manage, and better connected to the way your teams work.
We help with:
Our Salesforce Managed Services Process
A strong managed services partnership starts with a clear handoff, defined support priorities, and a process your team can trust. We set up each engagement so requests, responsibilities, timelines, and improvement opportunities are clear from the start.
Step 1
Assessment and discovery
We review your Salesforce environment, current issues, user needs, open backlog, integrations, reports, security setup, and business process. This gives your team a clear view of what needs support first and what should be improved next.
Step 2
Support plan and SLA setup
We define the support scope, ticket categories, priority levels, response expectations, escalation path, and monthly support rhythm. Your team knows what to submit, where requests go, and how each Salesforce issue will be handled.
Step 3
Onboarding and knowledge transfer
We document your current setup, review past issues, meet key stakeholders, confirm admin access, and prepare the support workflow. Most teams move into managed support within 2 to 4 weeks, depending on Salesforce complexity.
Step 4
Ongoing support and improvement
Once support begins, we handle requests, fix issues, monitor system health, and recommend practical improvements. Quarterly business reviews can help track progress, review open needs, and plan the next set of Salesforce updates.
How We Prioritize Salesforce Support Requests
Every request gets a priority level at intake, so urgent issues are handled first. Final response targets are confirmed in your support plan during Step 2.
| Priority | Example issues |
|---|---|
| P1: Critical | A team can’t work in Salesforce, users can’t log in, or a key integration has stopped syncing |
| P2: High | A core Flow, approval process, or leadership report is broken |
| P3: Medium | A report needs changes, a user needs new access, or a page layout needs updating |
| P4: Low | Enhancement requests, new fields, documentation updates, and minor configuration changes |
Managed Services Pricing Models
The right Salesforce support model depends on your business goals, Salesforce complexity, user count, support volume, integrations, and the level of expertise your team needs. We work with you to build a support approach that aligns with your operations, budget, and long-term Salesforce strategy.
Fixed Monthly Support
Fixed monthly support is ideal for organizations that want predictable service coverage and a consistent Salesforce support partner. This model helps teams manage ongoing requests while keeping support costs easier to forecast.
- Ongoing Salesforce admin support
- Recurring report and dashboard requests
- Routine system maintenance and updates
Tiered Support Plans
Tiered support plans give your business flexibility by matching support levels to your response requirements, ticket volume, and technical needs. As Salesforce demands grow, your support plan can grow with them.
- Multiple support levels based on business needs
- Flexible response and resolution expectations
- Access to technical and strategic Salesforce expertise
Shared Support Team
A shared support model works well for businesses that need reliable Salesforce support without the cost of a dedicated team. You gain access to experienced Salesforce professionals when you need them most.
- Salesforce admin and user support
- Minor enhancements and system updates
- Cost-effective access to Salesforce expertise
Dedicated and Hybrid Support
For organizations with complex Salesforce environments or higher support demands, dedicated and hybrid models provide deeper engagement. Our team can work alongside your internal resources or act as an extension of your Salesforce department.
- Advanced development and integration support
- Education and Real Estate Release management and backlog execution
- Strategic guidance and long-term Salesforce planning
Salesforce AI Managed Services:
Agentforce, Einstein, and Data 360 Support
VALiNTRY360 provides ongoing managed support for Salesforce AI tools, so your Agentforce agents, Einstein features, and Data 360 data keep working accurately after launch. Our certified experts monitor, tune, and govern your AI-powered workflows as part of your managed services plan.
Agentforce Support
We monitor and maintain your Agentforce workflows so AI agents keep handling tasks correctly as your processes change.
- Agentforce workflow monitoring and support
- Prompt, process, and escalation review for AI-supported journeys
Einstein AI Support
We keep Einstein features accurate and useful for your sales, service, and marketing teams.
- Support for Einstein scoring, recommendations, and productivity features
Data 360 Support
We maintain clean, connected customer data so your AI tools produce reliable outputs.
- Data 360 support for cleaner customer data and better AI outputs
Salesforce Integrations and Data Support
Salesforce works best when it connects cleanly with the tools your team already uses. We help plan, fix, and support Salesforce integrations across ERP platforms, marketing automation systems, DocuSign, Slack, Teams, Zendesk, NetSuite, SharePoint, Outlook, Shopify, and other business applications.
With VALiNTRY360, your team gets cleaner data, fewer manual fixes, and Salesforce reports that are easier to trust.
Our integration and data support may include:
- API review and troubleshooting
- Field mapping across connected systems
- Data sync checks and error review
- Duplicate record cleanup
- Validation rule updates
- Object relationship review
- Relies on Sandbox testing before production changesone internal admin with no backup for leave, turnover, or complex technical work
- Data model cleanup for reports and automation
Industries We Serve
We provide Salesforce managed services for teams across several industries. Each business has different support needs, so we shape our work around your process, users, data, reporting needs, and compliance requirements.
Healthcare and life sciences
We support HIPAA-aware Salesforce processes, patient engagement workflows, provider relationship management, case management, secure access controls, and healthcare reporting needs.
Healthcare and life sciencesHigh tech and SaaS
We help growing teams manage lead routing, sales stages, renewals, customer success reporting, product usage workflows, and handoffs between sales and service.
High tech and SaaSProfessional services
Professional services
We support CRM processes for consulting firms, legal teams, staffing firms, and service-based businesses that need better pipeline visibility, account tracking, and client reporting.
Manufacturing
We help connect Salesforce with sales operations, distribution, inventory visibility, order tracking, partner processes, and service workflows.
ManufacturingRetail and consumer goods
Retail and consumer goods
We support customer engagement, campaign tracking, order-related workflows, service requests, and connected customer data across channels.
Financial services
We help financial teams manage CRM workflows, access controls, reporting, client records, referral tracking, and compliance-sensitive processes.
Financial servicesEducation
Education
We support student engagement workflows, admissions tracking, alumni relations, donor management, service requests, and reporting needs for schools, universities, and education service providers.
Real estate
We support lead management, property inquiry tracking, broker workflows, client communication, deal stages, document processes, and sales reporting for real estate teams.
Real estateIn Their Own Words
Customer Success Story
Here’s what people are saying about us
Salesforce Managed Services in Action:
Faster Fixes, Cleaner Data, Measurable Results
Good Salesforce support doesn’t just close tickets. It shows up in the numbers. Here’s how we’ve helped teams fix what was slowing them down.
TrialSpark: 77% Faster Ticket Resolution
Patient support cases were piling up as clinical trial enrollments grew. We routed every case to the right coordinator using queues, Omnichannel, and clinician escalation Flows, then added dashboards to track agent SLAs.
Result: tickets resolved 77% faster and 20 hours saved on every new participant enrollment.
Ravago: $500K From an Org They Already Had
Ravago’s Marketing Cloud was built for a different business and couldn’t reach a new consumer audience. Instead of starting over, we reworked the data architecture, automations, and customer journeys already in place. Result: $500K in new revenue in the first three months.
Real California Milk: 500 Hours of Manual Work Down to 4
Data lived in separate tools, and reporting was hard to trust. We moved it into Sales Cloud, automated the recurring imports, and built KPI dashboards the team could rely on.
Result: manual data updates dropped from 500 hours a year to just 4.
AthenaPsych: Compliance Errors Down 75%
AthenaPsych needed to scale mental health care across New York State without raising costs. We’re building their Health Cloud platform in phases, with automated workflows and real-time clinical documentation.
Result: Within six months of Phase 1, 80% of patients were scheduled on the first call and compliance errors fell 75%.
Want to see what this could look like for your org? Browse more client results or talk to our managed services team.
Why Choose VALiNTRY360 for Salesforce Managed Services?
Choosing the right Salesforce managed services partner matters when your CRM supports sales, service, marketing, reporting, and leadership decisions. We combine certified Salesforce expertise, industry knowledge, practical support, and long-term CRM planning to help your team get more value from Salesforce.
- Certified Salesforce expertise
Our team brings 200+ years of combined Salesforce experience across consulting, implementation, managed support, integrations, automation, reporting, and system improvement. As a Salesforce Partner, we help you keep Salesforce cleaner, more useful, and better connected to your business goals.
- Support built around your business
We don’t treat Salesforce support as ticket closing alone. We look at your users, workflows, data, reports, integrations, and long-term needs, then shape support around what helps your business run better every day.
- Industry-focused guidance
We support teams in healthcare, life sciences, professional services, manufacturing, financial services, high tech, retail, and consumer goods. Our experience helps us understand how Salesforce support needs change across compliance, sales cycles, service models, reporting, and customer operations.
- Long-term Salesforce partnership
We learn your Salesforce setup, business process, and recurring pain points, then help improve the system month after month. You get a partner that can handle daily support while guiding bigger decisions around architecture, adoption, automation, and reporting.
Get Started with Salesforce Managed Services
If your Salesforce team is buried in tickets, broken reports, user issues, or unfinished requests, we can help. Start with a Salesforce support assessment, and we’ll recommend a managed services plan that fits your team, system, and support needs.
Schedule a free Salesforce support consultation
Meet with our managed services team and explain what’s slowing your Salesforce team down.
Review your current support needs
We’ll assess your Salesforce setup, user needs, open issues, integrations, reports, and support backlog.
Receive a managed services roadmap
You’ll get a clear plan for support coverage, priority work, response needs, and next steps.
Salesforce Managed Services FAQ by VALiNTRY360
Salesforce managed services are ongoing support, maintenance, and improvement for your Salesforce org, delivered by an outside team of certified experts on a recurring basis. Instead of hiring a full internal team, you get specialists who handle admin work, bug fixes, reports, automations, integrations, release testing, and training. Unlike a one-time consulting project, managed services continue after your CRM goes live and work as an extension of your team.
Salesforce managed services typically include admin support, bug fixes, report and dashboard updates, Flow and automation support, integration monitoring, data quality cleanup, release testing, security and access reviews, user training, and documentation. With VALiNTRY360, you can also add managed consulting, such as roadmap planning, architecture reviews, and quarterly business reviews. The exact scope is set in your support plan based on your Salesforce setup and priorities.
The cost depends on your ticket volume, number of Salesforce clouds, integrations, custom development, response time requirements, user count, and whether you have an internal admin. Shared support plans usually cost less than dedicated support, and fixed monthly plans make budgets easier to forecast. We recommend starting with a free Salesforce support assessment, so your plan matches the support you actually need.
Salesforce managed support focuses on keeping your org running day to day, including tickets, fixes, admin requests, and release testing. Salesforce managed consulting focuses on strategy, including roadmap planning, architecture reviews, quarterly business reviews, and deciding which features or AI tools to adopt next. VALiNTRY360 offers both, so the team that supports your org can also guide how it grows.
Not always. Many growing teams use Salesforce managed services instead of hiring a full-time admin, especially when request volume varies or the work needs developer, integration, or architecture skills. If you already have an internal admin, our hybrid support model lets them keep business context and daily ownership while we handle overflow requests, advanced technical work, integrations, release support, backlog cleanup, and admin backup.
Most teams move into managed support within 2 to 4 weeks, depending on Salesforce complexity. The timeline depends on the number of clouds and integrations, how much documentation already exists, and how quickly admin access and stakeholder meetings can be arranged. The process starts with a free Salesforce support assessment.
Response targets depend on the priority level of each request and the support plan you choose, and they're confirmed in your SLA during onboarding. Critical issues, such as users being unable to work or a key integration failing, receive the fastest response, currently [P1 RESPONSE TIME]. Routine requests and enhancements are scheduled based on your agreed priorities.
Yes. Post-implementation support is one of the best uses for Salesforce managed services. We help fix launch issues, train users, tune reports, clean up processes, and support adoption after the system goes live. If another partner handled your implementation, we start by reviewing the current setup and documentation before taking over support.
Yes. Our Salesforce managed services team reviews open requests, groups related issues, sets priorities, and clears high-impact tickets first. This helps your team reduce delays across admin tasks, reports, automations, user access, and system fixes. Once the backlog is under control, we move your team into a steady support rhythm with ticket tracking and monthly status updates, so requests don't pile up again.
Yes. We review broken, outdated, or confusing Salesforce Flows and automation rules. Our team can fix errors, simplify logic, improve handoffs, and make automation easier for admins and users to manage. We also review older workflow automation and recommend where to consolidate it into Flow, and we test every change in a sandbox before it goes live.
Yes. We help clean duplicate records, improve field usage, review validation rules, fix inconsistent data entry, and support better reporting. Cleaner Salesforce data gives your team stronger visibility across accounts, leads, opportunities, and cases. It also gives AI tools like Agentforce and Einstein better data to work from.
Yes. We can review profiles, permission sets, roles, sharing rules, user access, and security settings. This helps your business reduce access risks and keep Salesforce permissions tied to real job responsibilities. For teams in regulated industries such as healthcare and financial services, these reviews also help keep access aligned with compliance requirements.
Yes. Our team can support custom Salesforce work involving Apex, Lightning components, Flows, validation rules, custom objects, and system changes. We review business needs first, then recommend the right technical path. Custom work is tested in a sandbox and documented, so it doesn't turn into technical debt later.
Yes. Salesforce delivers three major releases each year, in spring, summer, and winter. We review each release ahead of time, test changes in a sandbox, check affected Flows, custom logic, and integrations, and let your users know what's changing. We can also help you decide which new features are worth turning on.
Yes. We help teams transition from other providers by reviewing your org, documenting the current setup, collecting knowledge from your previous provider where available, and reviewing open tickets and unfinished work. We then build a stabilization plan before ongoing support begins, so users aren't disrupted during the handoff.
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- 1201 South Orlando Avenue Suite 440, Winter Park, FL 32789
- 800-360-1407
- info@VALiNTRY360.com