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What is Salesforce Managed Services

This document covers everything you need to know about Salesforce Managed Servicesu2014what they are, how they work, and how they differ from traditional implementation or consulting. It explains how managed services provide ongoing support, optimization, and maintenance to keep your Salesforce platform running smoothly long after deployment, ensuring continuous improvement and alignment with your business goals.

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What is Salesforce Managed Services

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  1. What is Salesforce Managed Services and how do they differ from implementation or consulting? Salesforce Managed Services go beyond traditional implementation or consulting4they provide continuous support and optimization to keep your Salesforce platform running at its best. Instead of a one- time setup, managed services ensure your CRM adapts to evolving business needs with regular maintenance, updates, and enhancements. From managing new Salesforce releases to optimizing workflows and user adoption, a Managed Services Provider helps your business stay efficient, secure, and future-ready. It9s a long-term partnership designed to maximize the value of your Salesforce investment while freeing your team to focus on growth and strategy.

  2. Defining Salesforce Managed Services Salesforce Managed Services provide continuous, proactive management of your Salesforce environment4ensuring your CRM remains optimized, secure, and aligned with your business goals. Full Platform Administration Enhancements & Integrations Daily management, configuration updates, and system optimization Custom development and seamless connection to your tech stack Security & Compliance User Support & Training Regular audits, data protection, and regulatory adherence Dedicated help desk and enablement for your teams Delivered by a dedicated team of certified Salesforce experts who act as an extension of your business.

  3. How Managed Services Differ from Implementation Implementation Managed Services One-time project to deploy and configure Salesforce Ongoing operations, optimization, and support after go- live Initial setup and data migration Daily administration and monitoring Custom configuration for launch Continuous improvements and updates User training for go-live Proactive issue prevention Hands off to client after completion Long-term ownership of CRM health Think of implementation as building your house, while managed services ensure it stays maintained, upgraded, and running smoothly for years to come.

  4. How Managed Services Differ from Consulting Consulting Managed Services Short-term, strategic engagement for specific goals or projects Long-term partnership focused on continuous improvement and prevention Expert advice and best practices Hands-on platform operation Strategic roadmap development Day-to-day maintenance and support Solution design and recommendations Proactive monitoring and optimization Empowers your team to execute Takes ownership of your environment Consultants provide the blueprint and guidance4Managed Services teams build, maintain, and evolve your Salesforce ecosystem every single day.

  5. Key Benefits of Salesforce Managed Services Expert Team Access Full access to certified Salesforce admins, developers, architects, and business analysts without the overhead of hiring Cost-Effective Solution Significantly lower cost than building an in-house Salesforce team while maintaining enterprise-grade expertise Proactive Monitoring Regular health checks, performance monitoring, and preventative maintenance reduce downtime and data integrity issues Scalable Partnership Flex your support level up or down to match business growth, seasonal demands, and evolving requirements

  6. Real-World Example: Continuous Release Management Impact Analysis User Enablement Review Salesforce's upcoming features and identify how they affect your customizations Train teams on new functionality and update documentation 2 4 1 3 Sandbox Testing Production Deploy Test new features in a controlled environment to catch issues before production Seamlessly roll out updates with zero business disruption Salesforce releases 3 major updates yearly4Spring, Summer, and Winter4packed with new features, security patches, and platform changes. Without proper management, these releases can break customizations or introduce unexpected behavior. Managed Services Providers prepare your org with comprehensive impact analysis, thorough testing, and proactive enablement before each release, ensuring your CRM stays current, secure, and aligned with business goals without any disruption. Beyond release readiness, Salesforce Managed Services also ensure your system continues to evolve with your business. They provide ongoing optimization, monitor system performance, and implement enhancements that improve efficiency and user experience. By continuously aligning your Salesforce setup with new business processes and customer needs, managed service providers help you maximize ROI, reduce technical debt, and maintain a future-ready CRM environment.

  7. Managed Services vs. Break/Fix Model Break/Fix Approach Managed Services Model Reactive model: Issues are addressed only after they occur Proactive approach: Risks identified and optimized before problems arise Firefighting mode creates stress Planned maintenance and updates Unpredictable costs and timelines Predictable monthly investment User frustration during downtime Minimal disruptions to users Lost productivity and revenue Continuous optimization 99.9% 3x 40% Uptime Faster Resolution Higher User Adoption With proactive monitoring Compared to break/fix Better experience drives usage

  8. Typical Managed Services Offerings A comprehensive Managed Services engagement covers the full spectrum of Salesforce operations and optimization: Admin Support & Training Custom Development Daily user support and help desk Workflow automation with Flow Ongoing training and enablement Custom objects and fields Documentation and best practices Apex code and Lightning components User provisioning and access management Report and dashboard creation Integration Management Security & Compliance ERP system connections Regular security audits Marketing platform integrations Compliance monitoring (GDPR, HIPAA) Data synchronization and APIs Data backup and disaster recovery Third-party app management Permission set reviews

  9. Why Achieva.ai is Your Perfect Salesforce Managed Services Partner Achieva.ai stands out as the premier Salesforce Managed Services provider, delivering unparalleled expertise and commitment to your success. Here9s why we are the ideal long-term partner for your Salesforce journey: Unrivaled Salesforce Expertise Dedicated & Transparent Service Our team comprises highly certified Salesforce professionals with deep knowledge across Sales, Service, Marketing Clouds, and specialized areas like CPQ or Field Service, ensuring comprehensive support. We provide guaranteed response times, clear escalation paths, and proactive communication. Our service level agreements (SLAs) are designed for transparency and accountability, keeping you informed every step of the way. Tailored & Scalable Solutions Proven Impact & Client Success Achieva.ai offers flexible engagement models, ranging from essential administrative support to full strategic managed operations. Our solutions are custom-built to adapt and grow seamlessly with your evolving business needs. With a strong track record of success, we consistently deliver measurable business value through continuous improvement and innovation. Our client testimonials and case studies reflect our commitment to achieving tangible results. Achieva.ai Insight: We pride ourselves on building long-lasting relationships. Our client retention rate speaks to the quality of our service and our dedication to your sustained success. Book You Consultation

  10. Partner with Achieva.ai for Salesforce Excellence Achieve Dynamic Growth with Achieva.ai Gain Expert Peace of Mind with Our Team ? ? We transform Salesforce from a static tool into a continuously evolving platform, perfectly adapted to your strategic business needs and market changes. Our certified Salesforce professionals provide round- the-clock monitoring, maintenance, and innovation, ensuring your CRM always performs optimally. Refocus Your Teams on Core Business Maximize Your Salesforce ROI ? ? Achieva.ai handles all CRM administration, allowing your internal teams to concentrate on driving revenue, customer satisfaction, and business growth. Through continuous optimization and strategic feature adoption, Achieva.ai ensures you extract the full value from your Salesforce investment. Don't just manage Salesforce4master it with Achieva.ai. Partner with us to unlock unparalleled efficiency, innovation, and long-term success for your organization.

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