Neither should your organisation. Every organisation changes. Teams grow. Priorities shift. New opportunities emerge. The Salesforce environment that was right a year ago may not be the one you need today.
That’s why we see Managed Services as an ongoing partnership, not simply a support contract. We’re here to help your Salesforce environment continue evolving alongside your organisation.
Our view
The organisations that get the greatest long-term value from Salesforce are usually the ones that continue improving it over time.
It’s easy to think of a Salesforce implementation as the finish line. In reality, it’s the point where people begin using the platform every day.
That’s when new ideas emerge. Questions get asked. Processes evolve. People spot opportunities to make things even better.
Of course we’ll help when something isn’t working. But we’d much rather help prevent problems in the first place. Our Managed Services offering is designed to help your organisation continue getting more value from Salesforce as your needs change. That might mean:
Introducing new automation
Improving reporting
Supporting new teams
Exploring Agentforce
Connecting another system
Helping people work more confidently with the platform they already have
Those conversations often lead to us.
Scope
Every organisation works differently, so our support is tailored accordingly. Typical areas include:
The focus is always on helping Salesforce continue delivering value as your organisation develops.
One of the biggest advantages of ongoing support is continuity. You won’t need to explain your organisation from the beginning every time you want to make a change.
We’ll already understand your goals, your teams and the way your organisation operates. That means conversations become quicker and decisions become easier.
Improvements can often be delivered more efficiently because we’re building on an existing relationship rather than starting from scratch.
The best Salesforce environments rarely stay exactly the same for long. Small improvements made consistently often have a bigger impact than occasional large projects.
Over time, those improvements help organisations respond more quickly, work more effectively and make better use of the investment they’ve already made.
That’s exactly what Managed Services is designed to achieve.
We don’t see ourselves as an external supplier. We aim to become an extension of your team.
That means giving honest advice, understanding where your organisation is heading and helping you prioritise the changes that will make the biggest difference.
Sometimes that means delivering new functionality. Sometimes it means saying, “Leave that for now. There are more important opportunities.”
We think that’s what a long-term partnership should look like.
Customer story
CyberRisk Alliance needed more than a new CRM. The organisation wanted to connect sales, marketing, finance, fulfilment, events and customer success into a single Salesforce ecosystem that people across the business could rely on.
Sweet Potato Tec designed and delivered that environment, helping transform Salesforce from a departmental tool into a platform supporting almost the entire organisation.
Amy Hueppe, Vice President of Operational Excellence, CyberRisk Alliance
No. Many of our managed services clients originally worked with another Salesforce partner. We’re happy to take over support, review your existing environment and help you move forward.
Absolutely. In fact, that’s one of the biggest benefits. As your organisation changes, we’ll help you think about future priorities, new opportunities and where Salesforce can continue supporting your wider business goals.
Yes. We don’t believe support should only begin when something goes wrong. As we get to know your organisation, we’ll regularly identify opportunities to improve processes, introduce new functionality and simplify the way Salesforce is being used.
Yes. As your Salesforce environment develops, we’ll help identify where Agentforce could create value and support you through planning, implementation and ongoing optimisation where appropriate.
Every organisation has different requirements. Some clients need regular strategic input. Others need a responsive team available when new priorities arise. We’ll agree an approach that reflects how your organisation works.
Salesforce should continue creating value long after it’s been implemented. If you’re looking for a partner who’ll help your organisation keep improving, we’d love to have a conversation.
