Salesforce Managed Support Services

Salesforce is the world’s leading Customer Relationship Management (CRM) platform, helping businesses streamline sales, marketing, customer support, and operations. However, to fully unlock Salesforce’s potential, organizations require ongoing maintenance, support, and customization to ensure they are getting the most out of their investment.

At Dhruvsoft, we offer comprehensive Salesforce Managed Support Services designed to help businesses succeed by maximizing the platform’s value while reducing the complexity and overhead of managing it in-house. Our services provide seamless support and management, tailored to your unique needs. Here’s how we help:

Maximize Salesforce Efficiency

To ensure your Salesforce instance operates at peak performance, we focus on maintaining system uptime and reducing disruptions. Our team handles:

• Performance Monitoring: We proactively monitor your Salesforce instance to catch and resolve issues before they affect business operations.
• Routine Maintenance: Regular updates and system health checks keep your Salesforce platform functioning smoothly and efficiently, minimizing downtime and potential disruptions.

Enhance User Productivity

Empowering users is at the core of our Salesforce Managed Support Services. We help your team get the most out of Salesforce by:

• Training: On-demand training for admins and users helps maximize the platform’s potential and improve user adoption.
• Troubleshooting: Our team provides fast, expert support for any challenges your users encounter, minimizing downtime and allowing your teams to stay productive.
• User Assistance: With our dedicated support channels, your employees have continuous access to answers and guidance, ensuring they’re not stuck when they encounter issues.

Ensure Security & Compliance

Salesforce is central to your business data, which is why security and compliance are a top priority. We ensure your data is protected with:

• Security Protocols: We implement industry-standard security protocols to safeguard your sensitive business data.
• Regular Audits: Conducting routine security audits helps identify vulnerabilities, ensuring that your Salesforce instance remains compliant with industry regulations and best practices.
• Access Control: Role-based access management ensures that only authorized personnel have access to critical business information.

Improve Business Workflows

Every business has unique processes, and Salesforce needs to adapt to those needs. We help you align Salesforce with your evolving business requirements by:

• Customization: We tailor Salesforce to suit your workflows by customizing objects, fields, reports, and dashboards.
• Automation: Automating key business processes such as lead management, approval workflows, and task assignments reduces manual effort and increases efficiency.
• Integrations: Seamlessly integrating Salesforce with other tools and systems you use helps to centralize data and streamline processes.

Reduce Operational Costs

Managing Salesforce internally can be resource-intensive, especially for smaller businesses. Our managed support service helps you save by:

• No In-house Admin Team Required: You don’t need to invest in hiring or maintaining a full-time Salesforce admin team. Our certified experts take care of all your Salesforce needs, freeing up resources for other critical business functions.
• Scalable Solutions: Whether you’re a startup or a large enterprise, we provide cost-effective solutions that scale with your business, making it affordable to leverage Salesforce without a heavy financial burden.

With Dhruvsoft’s Salesforce Managed Support Services, you gain access to a team of certified Salesforce consultants and support experts dedicated to enhancing your Salesforce experience. We handle the complexities of maintaining and optimizing Salesforce so you can focus on driving your business forward without the hassle of in-house management.

By partnering with us, you ensure your Salesforce platform remains efficient, secure, and perfectly aligned with your evolving business needs.

What is Managed Support?

Salesforce Managed Support is an ongoing service designed to provide businesses with continuous, proactive management and optimization of their Salesforce platform. Instead of relying on in-house resources, companies can partner with a team of certified Salesforce experts who handle all aspects of system maintenance, user support, customization, security, and more.

Here’s what Managed Support includes:

1. System Maintenance

• Regular Updates: We keep your Salesforce system up-to-date with the latest patches, releases, and improvements, ensuring that you’re always using the most current version of Salesforce.
• Bug Fixes: Our team identifies and resolves issues before they disrupt your business, minimizing downtime and maximizing efficiency.
• Health Checks: We perform routine system health checks to monitor performance and ensure that your Salesforce platform is running smoothly at all times.

2. User Assistance

• Help Desk Support: Our support team is available to assist users with any technical difficulties, providing troubleshooting, guidance, and solutions when needed.
• On-demand Assistance: Users can access immediate help, ensuring productivity remains uninterrupted, even if challenges arise.

3. Customization & Optimization

• Tailored Customizations: We enhance Salesforce to fit your business needs by adding custom objects, fields, and page layouts that align with your processes.
• Automation & Workflow Management: We build and refine automation processes such as lead management, approval workflows, and data validation to boost productivity.
• Reporting & Dashboards: Custom reports and dashboards help your team track key performance indicators and make data-driven decisions.

4. Security & Compliance

• Data Protection: We implement robust security protocols to safeguard sensitive data within Salesforce, ensuring compliance with industry standards.
• Regulatory Compliance: We ensure that your Salesforce platform adheres to data protection regulations such as GDPR and other regional compliance requirements.
• Audit & Monitoring: Continuous monitoring and regular security audits protect your system from unauthorized access and vulnerabilities.

5. Integration Support

• Third-party Integrations: We help connect Salesforce with your other business systems, including ERP, marketing automation platforms, and communication tools, ensuring seamless data flow and optimized operations.
• Real-time Data Sync: Our integration support ensures that data is synced in real-time across all platforms, improving data accuracy and reducing manual data entry.

Common Challenges in Salesforce Support

Many organizations struggle with Salesforce management due to a lack of expertise, resources, or strategy. Here are the key challenges businesses face:

Data Inconsistencies & Duplicate Records

• Poor data quality leads to misleading reports and inaccurate customer insights
• Manual data entry results in duplicate records and inconsistencies.
• Without proper validation rules, businesses struggle with clean, reliable data.

Solution: We offer data cleanup, deduplication, and validation rule implementation to ensure high-quality, actionable data.

System Performance Issues

• Slow Salesforce performance frustrates users and reduces efficiency.
• Large data volumes cause latency and storage issues.
• Improper configurations result in delayed workflows and errors.

Solution: We conduct regular system audits, optimize storage, and fine-tune configurations for peak performance.

Security Risks & Compliance Gaps

• Unauthorized access or weak security policies expose data to risks.
• Lack of compliance with GDPR, HIPAA, or industry standards results in legal penalties.
• Improper user access roles can lead to data breaches and mismanagement.

Solution: We implement role-based access, data encryption, and compliance audits to protect sensitive data.

Inefficient User Adoption & Training Gaps

• Employees struggle to fully utilize Salesforce features.
• Lack of proper training leads to low productivity.
• Poor adoption causes underutilization of Salesforce’s capabilities.

Solution: We offer customized training, user adoption programs, and best practices workshops.

Integration Complexities

• Businesses use multiple ERP, marketing, and finance tools, requiring seamless integration with Salesforce.
• Manual data transfer results in errors, delays, and inefficiencies.

Solution: We provide API integrations, middleware solutions, and data synchronization services.

Our Salesforce Managed Support Offering

At Dhruvsoft, we understand the critical role Salesforce plays in driving your business forward. Our comprehensive Salesforce Managed Support Offering ensures your Salesforce environment is fully optimized, secure, and tailored to meet your unique business needs. With our expert team supporting you every step of the way, you can maximize your Salesforce investment and maintain a high-performing, efficient system. Our offering includes:

1. Salesforce Administration & Maintenance

We provide ongoing administration and system maintenance to ensure your Salesforce instance operates smoothly and remains up-to-date.

• User Management (Onboarding/Offboarding): Streamline the process of adding and removing users from Salesforce, ensuring the right people have the right level of access and permissions. We handle everything from user creation to role-based access control, ensuring compliance with your company’s policies.
  
• Role-Based Access Control & Security Settings: We configure and maintain role-based access to ensure users only have access to the data and features they need. This helps protect sensitive information and ensures data privacy and compliance with industry regulations.
  
• Workflow and Automation Management: We ensure your workflows, approvals, and automation processes are streamlined and functioning correctly. Our team will also continuously monitor and optimize these systems to improve efficiency and reduce human error.
  
• Regular Data Backups & Recovery: Your data is your most valuable asset. We perform regular data backups and implement disaster recovery plans to protect your data against unforeseen incidents. Should the need arise, we can quickly restore your data to ensure minimal disruption to your business operations.
  
• Release Management and System Updates: Salesforce frequently releases updates and new features. We manage system updates and new releases to ensure smooth implementation without disrupting your business processes. This includes testing new features, managing dependencies, and performing necessary adjustments.
  

2. Continuous Customization & Enhancements

Salesforce is powerful because of its customization options. Our team helps you continuously enhance and customize your Salesforce instance to meet evolving business needs.

• Custom Objects, Fields, and Page Layouts: We tailor Salesforce to your specific business requirements by creating custom objects, fields, and page layouts. This enables you to capture and manage data unique to your business processes, improving your workflow and reporting capabilities.
  
• Automation Using Process Builder, Flow, and Apex Triggers: We design and implement automation solutions using Process Builder, Flow, and Apex triggers. These tools allow you to automate repetitive tasks, reduce manual errors, and increase operational efficiency across your teams.
  
• UI/UX Improvements for Better User Experience: Our team constantly assesses the Salesforce user interface (UI) and user experience (UX) to ensure it’s intuitive and efficient for your users. We make improvements to ensure your team can work seamlessly and productively.
  
• Integration with Third-Party Applications: Salesforce doesn’t operate in isolation. We can integrate Salesforce with various third-party applications, such as ERP systems, marketing platforms, and customer support tools, to centralize your data and create a unified ecosystem for your business.
  

3. Performance Optimization & Monitoring

We proactively monitor and optimize your Salesforce environment to maintain optimal performance and efficiency.

• System Performance Monitoring: We continuously monitor your Salesforce system to ensure it’s performing optimally, identifying any potential issues before they impact your business. This includes analyzing data processing speeds, system latency, and performance bottlenecks.
  
• Data Deduplication and Cleanup: We help maintain a clean and organized database by removing duplicate records and performing routine data cleanup. This improves data accuracy, reporting, and user adoption of the Salesforce platform.
  
• Storage Optimization and Archiving Solutions: We manage Salesforce storage effectively by implementing strategies for data archiving and storage optimization. This ensures that your Salesforce instance stays fast and efficient, while preserving historical data in compliance with your organization’s needs.
  
• Proactive Troubleshooting and Bug Fixes: Our support team actively identifies and resolves system bugs or performance issues, ensuring your Salesforce instance continues to run smoothly with minimal downtime.
  

4. User Support & Training

Empower your users with the tools, training, and support they need to make the most out of Salesforce.

• Dedicated Help Desk for End-User Queries: Our dedicated help desk is available to assist your team with any Salesforce-related queries or issues they encounter. Whether it’s a technical issue or a question about how to use a feature, our experts are here to help.
  
• On-Demand Training Sessions for Admins and Users: We offer personalized training sessions to help both admins and users get up to speed with Salesforce. These sessions cover everything from basic functionality to advanced features, ensuring your team is well-equipped to use Salesforce effectively.
  
• Best Practice Guidance for Salesforce Adoption: We guide you through Salesforce best practices to ensure smooth adoption across your organization. This includes advising on data management, workflow optimization, and user engagement strategies to ensure your team gets the most value from Salesforce.
  
• Personalized Dashboards and Reports Training: We provide specialized training on creating personalized dashboards and reports. This ensures that your users can easily track performance metrics and make data-driven decisions.
  

5. Security & Compliance Management

Maintaining robust security and compliance standards is crucial in today’s business environment. We help ensure your Salesforce instance adheres to industry standards and protects your sensitive data.

• Regular Security Audits and Health Checks: Our security experts regularly audit your Salesforce environment to identify potential vulnerabilities and ensure compliance with security best practices. These audits include reviewing user access, data encryption protocols, and system configurations.
  
• Data Encryption and Compliance Adherence: We implement robust data encryption measures to ensure that your sensitive data is protected both at rest and in transit. We also ensure that your Salesforce instance complies with relevant industry regulations, such as GDPR, HIPAA, and CCPA.
  
• Monitoring of Login Activities and Unauthorized Access: We continuously monitor login activities, detect suspicious login attempts, and ensure that unauthorized access to your Salesforce instance is promptly identified and addressed.
  
• Backup and Disaster Recovery Strategies: In the event of a data breach, system failure, or disaster, we have strong backup and disaster recovery plans in place. These strategies ensure that your Salesforce data is protected, and you can quickly recover from any unforeseen circumstances.
  

6. Integration & API Support

Seamless integration with your other business systems is essential to maximize the value of your Salesforce instance. Our experts offer full integration support to ensure your Salesforce environment communicates effectively with other systems.

• Integration with ERP, Marketing Automation, and Other Business Tools: We integrate Salesforce with your ERP, marketing automation systems, and other critical business tools. This allows for smooth data flow between systems, reducing data silos and enabling more informed decision-making.
  
• API Development and Management: Our team provides custom API development and management, allowing you to extend Salesforce functionality and connect it to other platforms or internal systems. Whether you need one-time data transfers or ongoing synchronization, we have you covered.
  
• Real-Time Data Synchronization: We implement real-time data synchronization to ensure that your Salesforce instance is always up-to-date with the latest information from your other systems. This ensures that your teams work with accurate, current data at all times.
  
• Troubleshooting Integration Issues: Should you encounter any issues with third-party integrations, our experts are ready to troubleshoot and resolve any challenges you face. We’ll ensure that all integrations are running smoothly and effectively.

Benefits of Salesforce Managed Support

Salesforce Managed Support offers numerous advantages to businesses looking to streamline their operations, enhance system performance, and reduce internal resource constraints. Here’s how it benefits your organization:

1. Reduced Downtime

• Proactive Monitoring: Continuous monitoring of your Salesforce environment ensures that any potential issues are detected and addressed before they affect your business operations.
• Quick Issue Resolution: Our team responds swiftly to any issues, ensuring minimal disruptions and keeping your Salesforce platform running smoothly, which reduces downtime and maintains productivity.

2. Cost Savings

• Lower Operational Costs: By choosing managed support, you avoid the overhead of hiring, training, and maintaining an in-house Salesforce admin or development team. This leads to significant cost savings, especially for smaller businesses or organizations with limited resources.
• Predictable Expenses: With a subscription-based model, you have predictable monthly costs, which helps you budget for Salesforce maintenance and support without unexpected expenses.

3. Enhanced Security

• Regular Security Audits: We perform routine security audits to identify and resolve potential vulnerabilities, ensuring your Salesforce platform remains secure.
• Compliance Adherence: Our team keeps your Salesforce instance compliant with industry standards and regulations, protecting your business data and ensuring adherence to laws like GDPR and HIPAA.
• Data Protection: We implement robust data protection measures such as encryption and access controls to safeguard sensitive business information.

4. Scalability

• Flexible Support Plans: As your business grows, your Salesforce needs will evolve. Our managed support services are designed to scale with your organization, ensuring that you get the support you need, whether you’re a small business or a large enterprise.
• Customized Solutions: We provide scalable solutions tailored to your business, offering more advanced features and customization as your requirements change.

5. Increased Efficiency

• Optimized Workflows: We streamline your business processes by customizing Salesforce to suit your unique workflows, reducing manual tasks and improving overall efficiency.
• Automation: Automating repetitive tasks, approvals, and notifications within Salesforce ensures faster and more accurate execution of business processes, allowing your team to focus on more strategic work.
• Productivity Boost: With seamless integrations, customized reports, and enhanced user interfaces, employees can work more efficiently, make better decisions, and drive business success.

By leveraging Salesforce Managed Support, you can focus on scaling your business while our team handles the technical aspects of Salesforce management. With cost savings, enhanced security, and improved operational efficiency, your organization can maximize the return on your Salesforce investment.

Our Managed Support Methodology

At Dhruvsoft, we follow a structured methodology to ensure that our Salesforce Managed Support Services are tailored to meet your business goals while providing seamless, ongoing support. Our approach focuses on understanding your unique needs, optimizing your Salesforce environment, and delivering consistent value. Here’s how we do it:

1. Assessment & Onboarding

• Initial Consultation: We begin by conducting a thorough assessment of your existing Salesforce environment, and understanding your business processes, challenges, and goals.
• Business Needs Analysis: By collaborating closely with your team, we gain a deep understanding of your requirements to ensure that our support services align with your business objectives.
• System Review: We evaluate the current setup, integrations, workflows, and user adoption to identify areas of improvement, ensuring that Salesforce is fully optimized for your needs.

2. Customized Support Plan

• Defining SLAs (Service Level Agreements): We define clear SLAs that outline the response and resolution times for various types of issues, ensuring your team receives timely support.
• Tailored Scope & Deliverables: Based on the assessment, we customize a support plan that is specific to your business. This includes defining the scope of services, key deliverables, and a timeline for ongoing support and system enhancements.
• Prioritization: We establish priorities to address your most pressing needs first, ensuring that critical aspects of your Salesforce instance are always supported.

3. Implementation & Monitoring

• Proactive Monitoring: Once the support plan is in place, we deploy monitoring tools that keep track of your Salesforce system’s health, performance, and security, enabling us to identify and resolve issues before they affect operations.
• Support Processes: We establish support workflows for troubleshooting, updates, and incident management to ensure efficient resolution of any issues.
• System Optimization: Our team focuses on ensuring your Salesforce instance is continually optimized, from user experience improvements to performance enhancements.

4. Continuous Improvement

• Regular Updates: We keep your Salesforce platform up-to-date by applying the latest system updates, security patches, and enhancements to ensure that your instance stays current and secure.
• Ongoing Customization: As your business evolves, we continuously tailor Salesforce features to meet changing needs, whether through automation, new workflows, or improved user interfaces.
• Optimization: We regularly assess the effectiveness of your Salesforce system and make the necessary adjustments to improve performance, user engagement, and productivity.

5. Reporting & Feedback

• Performance Reporting: We provide periodic reports on the performance of your Salesforce instance, including system uptime, issue resolution metrics, and enhancements made.
• Feedback & Recommendations: Based on the insights gathered, we offer actionable recommendations to further optimize your Salesforce usage, improve business processes, and increase efficiency.
• Continuous Collaboration: Our team maintains an open line of communication, soliciting your feedback and ensuring that the support provided aligns with your evolving needs.

With Dhruvsoft’s Managed Support Methodology, you gain a strategic partner that ensures your Salesforce platform remains optimized, secure, and tailored to your business goals. Our proactive, results-driven approach helps you get the most value from your Salesforce investment while reducing internal resource strain.

Who Can Benefit from Our Salesforce Managed Support?

Our Salesforce Managed Support Services cater to businesses across a wide range of industries. No matter the size of your organization, we provide tailored solutions to ensure your Salesforce platform is optimized for success. Below are some additional industries that can benefit from our services:

Startups & SMEs

• Seamless Adoption: We help startups and small to medium-sized enterprises (SMEs) adopt Salesforce smoothly and efficiently. From onboarding and user training to system customization, we ensure your team can quickly leverage Salesforce’s capabilities without disruption.
• Cost-Effective Solutions: As startups and SMEs often work with limited resources, our managed support services allow you to gain access to expert-level Salesforce administration without the need for an in-house team, helping you save on operational costs.
• Scalability: As your business grows, your Salesforce needs to evolve. We offer flexible support plans that scale with your business, providing the necessary customization and performance optimization as you expand.

Enterprises

• Enhanced Efficiency: We support large enterprises by streamlining their Salesforce platform to improve productivity, simplify workflows, and integrate various business systems (e.g., ERP, marketing automation). Our team ensures that your enterprise-level Salesforce instance is running at its peak performance.
• Security & Compliance: With growing concerns around data protection and compliance, we focus on ensuring that your Salesforce system is secure, compliant with regulations, and protected from unauthorized access or data breaches.
• Scalability: We provide advanced solutions to enhance the scalability of your Salesforce environment, ensuring it grows with your enterprise’s complex needs and evolving business processes.

Industries we work with for Salesforce Managed Support

Why Choose Dhruvsoft for Salesforce Managed Support?

At Dhruvsoft, we are committed to providing the highest level of service to ensure your Salesforce instance runs efficiently, and securely, and is continuously optimized to meet your business needs. Our Salesforce Managed Support offering is designed to support organizations at every stage of their Salesforce journey. Here’s why you should choose us:

Certified Salesforce Experts

Our team is composed of highly skilled and certified Salesforce professionals, including administrators, developers, and consultants. With years of hands-on experience, we have in-depth knowledge of Salesforce’s capabilities and best practices, ensuring that your system is not only maintained but also constantly improved to align with your evolving business objectives. Whether you’re looking to enhance workflows, automate processes, or customize Salesforce for your specific industry needs, our certified experts are equipped to deliver the right solutions with precision and efficiency.

24/7 Proactive Support

We understand the critical nature of Salesforce in your business operations, which is why we offer 24/7 proactive support. Our team is always on standby to provide timely assistance whenever you need it, minimizing downtime and ensuring smooth system performance. We monitor your Salesforce environment around the clock, identifying and resolving potential issues before they impact your business. This proactive approach helps optimize system performance, ensuring that your teams always have access to a responsive and high-performing Salesforce instance.

Flexible Pricing Plans

At Dhruvsoft, we know that every business is unique, and so are its Salesforce needs. That’s why we offer flexible pricing plans that can be tailored to your specific requirements. Whether you’re a small business looking for a cost-effective solution or a large enterprise requiring comprehensive managed services, we provide scalable options that grow with your business. Our plans are designed to ensure you only pay for what you need, giving you full control over your Salesforce investment while receiving top-tier support and service.

High Customer Satisfaction

Our ultimate goal is to ensure your business success and provide a seamless Salesforce experience that drives productivity and growth. We prioritize customer satisfaction by delivering high-quality support and continuously striving to exceed expectations. Our team is dedicated to understanding your business challenges and offering personalized solutions to meet those needs. With a focus on communication, responsiveness, and results, Dhruvsoft has earned a reputation for delivering exceptional customer service, building long-term relationships with clients, and helping them achieve their Salesforce goals.

Customized Solutions for Your Business Needs

We understand that each business has unique challenges and requirements when it comes to Salesforce. Our solutions are tailored to your business, ensuring that Salesforce is aligned with your processes and goals. From initial implementation to ongoing optimization, our team works closely with you to provide customized solutions that meet your specific objectives. Whether it’s through custom app development, advanced integrations, or user training, we make sure your Salesforce instance is a perfect fit for your business.

Commitment to Innovation

Salesforce is a dynamic platform with new features and capabilities being introduced regularly. At Dhruvsoft, we stay ahead of the curve by continually exploring new features, tools, and technologies within the Salesforce ecosystem. This commitment to innovation ensures that your system not only stays current with updates but also takes full advantage of new tools to optimize performance and streamline operations. We help your business remain competitive by ensuring Salesforce grows with you, driving efficiency, and improving your bottom line.

By choosing Dhruvsoft, you are partnering with a team that understands your business, offers unmatched expertise, and provides consistent support to ensure the success of your Salesforce instance. Let us handle the complexities of Salesforce so you can focus on what matters most – growing your business.

Start Your Salesforce Managed Support Project

With Dhruvsoft’s Salesforce Managed Support Services, you can focus on growing your business while we handle your CRM’s maintenance, security, and performance. Our team of experts ensures your Salesforce environment is always optimized and ready to drive results.

📞 Contact us today to discuss your support needs and receive a customized plan that fits your business.