Concierge By Design

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Concierge by Design

Aligning Technology Enhancements With Business Goals — Your Dedicated Salesforce Support Partner

Short-term tasks (prescribed by you) + long-term strategy (with our partnership).

Our Salesforce managed services are built for growing businesses that need flexible scaling support. Whether you’re automating your first workflow or building toward AI-ready architecture, our Salesforce support partner model meets you where you are with embedded Salesforce consultants and a fractional Salesforce architect available on demand.

Talk to A Solution Architect

+1 (973) 218-4840 (USA)
+1 (548) 325-8910 (CA)
OUR APPROACH

[Capability + Bandwidth] On Demand

Expert support when it’s needed

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Embedded Salesforce consultants and a fractional Salesforce architect ready to step in quickly when additional capability is required; from architecture guidance to day-to-day Salesforce platform optimization.

Capacity that adapts to your workload

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Workloads change. Support can scale up or down depending on project demand, internal bandwidth, or hiring gaps.

Simple engagement
model

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Work moves forward based on real needs; without long-term retainers or rigid commitments.

PDF
Resource Guide
Concierge Services PDF
Full capability overview, engagement models & delivery framework
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How it Works

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1

Health Check

Digital audit of your platform

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2

Onboarding

Dedicated account manager + delivery team

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3

Kick-Off

Stabilize and capture quick wins

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4

Ongoing Support

Continuous fixes, upgrades & advice

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5

Simple Billing

Clear reporting and monthly invoicing

ittech

Health
Check

Digital audit of your platform

ittech

Onboarding

Dedicated account manager + delivery team

ittech

Kick-Off

Stabilize and capture quick wins

ittech

Ongoing Support

Continuous fixes, upgrades & advice

ittech

Simple Billing

Clear reporting and monthly invoicing

Use Cases

1
Reporting & dashboard development
2
Workflow automation & Flow Builder
3
Calendar & scheduling logic
4
Salesforce org health audits & cleanup
5
Maintenance and advanced reports
6
Quote-to-service mapping
7
Data model optimization & field rationalization
8
Integration assistance (email, QuickBooks, softphone)
9
User training, admin support & task management
10
And many more…

Delivery Team Dynamic

Backed by our global team of over 125 Salesforce experts, available across time zones and project scopes.

Build What Matters, By Design.

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