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.
OUR APPROACH
[Capability + Bandwidth] On Demand
01
Expert support when it’s needed
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.
02
Capacity that adapts to your workload
Workloads change. Support can scale up or down depending on project demand, internal bandwidth, or hiring gaps.
03
Simple engagement model
Work moves forward based on real needs; without long-term retainers or rigid commitments.
Resource Guide
Concierge Services PDF
Full capability overview, engagement models & delivery framework
How It Works
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…
Unlike traditional retainers, our Salesforce managed services flex with your roadmap. You get access to embedded Salesforce consultants, a fractional Salesforce architect, and a delivery team committed to continuous Salesforce platform optimization — without the overhead of a full-time hire.
Delivery Team
Dynamic
Dynamic
Each concierge engagement includes:
Dedicated account manager
Salesforce business analyst
Certified admin(s) and developer(s)
Fractional Salesforce architect oversight for strategic accounts — driving ongoing Salesforce platform optimization across your org
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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