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.


Vision and Planning

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


Current State Discovery

Assess your existing Infrastructure, Process Integrations and Compliance Requirements.


Implementation and Onboarding

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


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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