REVIEWSSalesforce Managed Services is for ongoing support to follow initial projects.
To realise a strong ROI on your Salesforce investment, our Managed Services can be your ‘secret sauce’ for success. As your Salesforce Managed Services partner, our team is here to help your company maintain continuity, but also to grow your business with a cost-effective CRM management solution.
Our managed services are cost-effective, convenient and flexible. You can choose from the 3 Salesforce Managed Services plans that are detailed below. Plus, we have dedicated Pardot Services – plans for customers who also have Pardot (Account Engagement).
When we draw up your plan, you can choose which services you want to include – so you’ll have a contract that is perfectly aligned with your needs and budget.
Salesforce Managed Services plans are different to project-based work – Service cloud consulting, Sales cloud consulting, marketing cloud consulting or Pardot consulting. Projects typically are shorter term, often focused on new software installation, configuration, development, or to solve bigger challenges.
SALESFORCE MANAGED SERVICES
How we help you build your business
CloudAnalysts’ Salesforce Managed Services Benefits
Cost-effective
You don’t need to invest in an in-house employee. And no training fees to pay.
It takes quite some time to keep up with Salesforce new releases and development. And years to build a wide range of deep Salesforce expertise.
That leave little time for your staff to actually do work.
Managed Services are the answer.
Access to top CRM experts..
You have immediate access to top experts in Salesforce CRM/Core, Pardot, Marketing Cloud and CDP.
The deep Salesforce and Pardot knowledge factor: our consultants are fully certified and accredited in Salesforce, Marketing Cloud, CDP and Pardot.
Our consultants have about a dozen Salesforce certifications and accreditations.
Over the years, we figured out the issues, we created solutions, and have gone from good to great in the process of doing it over and over again.
.. & digital marketing talent
You will have access to seasoned digital engagement experts who have worked in this field for over two decades.
As a result, we also know the features of many MarTech tools you may wish to integrate.
We share our business best practices and our scripts for your success.
Result-focused
You will be able to focus on your business and other marketing work, while our consultants take care of your Salesforce CRM needs.
This way, there’s a constant focus on results. Our joint program of initiatives helps you forge a path of digital transformation for your company, one step at a time. We identify the latest Salesforce release features that are suitable for your business and help you embrace the while realising your goals.
Prompt attention
We typically reply to service requests within the hour.
(Setting realistic expectations: Rome and Naples weren’t built in a day. Nor can all Salesforce service requests be completed within a day. )
But we definitely accomplish tasks much faster/better than novice consultants / in-house resources.
Effortless, reliable
Simply let CloudAnalysts do all the heavy lifting when it comes to Salesforce. We monitor your org on an ongoing basis; and when we notice issues to address, we will let you know.
An ongoing Salesforce services plan you can rely on: weekly calls keep all tuned in. It feels great to work with a Salesforce consultancy you can trust.
CloudAnalysts consistently receives 5 star customer reviews for all our Salesforce, Pardot and Marketing Cloud assignments.
Organised
While we cannot take on your data responsibilities, we do offer help to structure and manage your data in Salesforce, so that your team is most efficient and you can measure the results of your business, real-time.
Best use of Resources
Our Salesforce Managed Services allow you to focus on what you do best, and what we do best — simply the best use of everyone’s time.
In sum
In sum, this is why our clients choose our ongoing Salesforce Managed Services.
IF you have a Pardot as well as a Salesforce instance, we recommend you review our Pardot Services plans as well — Why not get services to cover both clouds?
SALESFORCE MANAGED SERVICES PLANS
Choose the plan that best suit your needs:
SALESFORCE
MANAGED SERVICES
Business Plan
40 hrs / period*
(“5 days”)
A great fit for larger or ambitious
teams who want to leverage
more of our talents and
get to success faster.
Service options
- Initial CRM audit
- Key to good Salesforce ROI
- Testing
- Monitoring
- Salesforce break-fix
- Addressing user needs
- New Release – response
- Weekly update calls
- Salesforce Best practices
SALESFORCE
MANAGED SERVICES
Strategic Plan
80 hrs+ / period*
(“10 days”)
Leverage our strategic business
and marketing talents
besides Salesforce CRM expertise
for better business results
Service options
- Initial Audit
- Key to good Salesforce ROI
- Testing
- Monitoring
- Salesforce Break-fix
- Addressing user needs
- New Release – response
- Weekly management calls
- Strategic Business Approach
- Technology Strategy
Workshops 3x/yr
(Release Notes) - Salesforce Best practices
- Emergency Support
MARKETING CLOUD / PARDOT MANAGED SERVICES
Executive Plan
92 hrs+ / period*
(“12 days”)
A perfect solution for
organisations who have
2+ cloud: e.g. Pardot + Sales cloud
or Marketing cloud + CRM
Strategic Plan services
+
- Marketing Cloud Managed Services, or Pardot Services
- Emergency Support
Optimal Flexibility & Convenience
Our Salesforce Managed Services plans allow organisations a set number of hours to use our services during a * 30-day-period.
Carry forward: 20% of any period’s unused allotment can be used in the following month – offering you cost-effective flexibility.
We tailor our plan to your needs, so you’ll get the services you want, when you want them.
Ways of Working
At CloudAnalysts, we are customer-centric. To be a natural extension of your company, we will use your preferred platform of communication, such as Slack, Whatsapp, Email, Teams, etc.
In addition, customers can benefit from our pre-configured Toolkit:
- Customer-dedicated Google Sheet / Smartsheet with Gantt chart with ordered task lists – for top-level management of activity, delivery, milestones and budget;
- Asana – for collaboration, keeping files & communication together with project development. Besides this, we configure your portal with ‘How-to’s and learning videos for your project – a library of resources; and
- Salesforce case management for new requests.
This way, nothing gets missed. Everything is managed through a best-of-breed tool set (which we are constantly improving). You have insight and control of how your time allotment is applied.
Questions? Like to discuss options?
