Summary

Managed Services for Salesforce involves hiring a specialized team to handle day-to-day management of your Salesforce application or CRM environment, offering proactive support, continuous improvements, and user assistance, unlike a Consulting Partner who focuses on initial implementation. This service aims to maximize Salesforce investments, address CRM issues in real-time, and prepare the organization for future transformations, without the need for constant oversight.

Working process

Our unique Salesforce onboarding process is designed with pre-build templates and accelarators specifically designed for municipalities.

1

Vision and Planning

The process begins by thoroughly understanding  your KPIs, Priorities, Change Management Impacts and Staffing.

2

Current State Discovery

Assess your existing Infrastructure, Process Integrations and Compliance Requirements.

3

Implementation and Onboarding

Build Integrations, Onboard Services, enable features using Iterative Agile Methodology.

4

Training, Migration and Support

Train Users, Train Admins and Empower your Staff on the platform while providing white-glove support options.

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