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Salesforce Managed Services

Expert Salesforce administration and development when you need it

Augment your team with technical expertise or let us manage your entire Salesforce environment - without the commitment of a full-time hire

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When Your Salesforce Needs Ongoing Attention

Salesforce doesn't run itself. After implementation, systems need optimization, users need support, and business requirements evolve. We provide the ongoing expertise your Salesforce environment requires

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Falling User Adoption

Your team works around Salesforce instead of using it. Adoption drops without ongoing optimization and support. The system you invested in becomes a database no one trusts or actively uses for daily operations
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Need Additional Expertise

You might have an admin but need developer skills. Or you need part-time support, not a full-time hire. Managed services give you access to administrators, architects, and developers exactly when you need them - at the technical depth your projects require
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Growing Beyond Initial Setup

Your business evolves: new processes, integrations, reporting needs. Your Salesforce system needs to keep pace. Managed services ensure your platform adapts as your business changes, maintaining alignment between operations and technology

What Capital S Manages for Your Salesforce Environment

Our managed services adapt to your needs. We handle day-to-day administration, build custom functionality, integrate systems, and provide strategic guidance to keep Salesforce aligned with your business

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System Administration

Day-to-day Salesforce administration including user management, security settings, workflow automation, and performance monitoring. We maintain your Salesforce org, troubleshoot issues, and ensure your system runs smoothly without requiring internal administrative resources
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Development & Integrations

Custom Salesforce development using Apex, Lightning components, and custom objects. We build integrations connecting Salesforce with ERP systems, marketing automation platforms, and business applications. Technical work that requires Salesforce developers and solution architects on demand
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Optimization & Strategy

Ongoing system optimization based on changing business needs. Our Salesforce Consultants refine workflows, improve data quality, implement best practices, and provide strategic guidance through ongoing support and maintenance. Your managed services partner ensures Salesforce continues delivering value as your organization evolves

How Capital S Supports Your Salesforce Environment

We provide flexible managed Salesforce services that scale with your needs. From daily administration to custom development and strategic optimization, we keep your system working as your business evolves

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Salesforce Administration

User management, security configuration, workflow automation, and system monitoring. We handle day-to-day administration tasks, maintain data quality, manage user roles and permissions, and ensure your Salesforce org runs efficiently without requiring internal administrative headcount
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Custom Development

Build custom functionality using Apex development, Lightning web components, and custom objects. As your Salesforce development partner, we create solutions to fit your unique business processes, extending platform capabilities beyond out-of-the-box features to address unique operational requirements
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Integration Services

Connect Salesforce with ERP systems, marketing platforms, and business applications through API integrations. We design and maintain integration architecture ensuring seamless data flow across your technology stack without creating data silos
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User Training & Support

Ongoing user training and support as your Salesforce environment evolves. We provide role-based training for new features, troubleshoot user issues, and ensure your team uses Salesforce effectively for daily operations
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Performance Optimization

Monitor system performance, implement best practices, and optimize workflows based on changing business needs. We refine configurations, improve data governance, and ensure Salesforce continues delivering ROI as your organization grows

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Frequently Asked Questions

When do you need Salesforce managed services?
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You need Salesforce managed services when user adoption is declining, when you require ongoing technical expertise without hiring full-time staff, or when your system needs continue evolving beyond initial implementation. Organizations typically engage managed services after go-live to maintain system performance, handle administration tasks, build custom functionality, or integrate new business applications. Managed services make sense when you need Salesforce consultants, developers, or administrators on demand rather than maintaining internal headcount for fluctuating workload.

Can you provide managed services if another company implemented our Salesforce?
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Yes, we provide Salesforce managed services regardless of who implemented your system. As Salesforce Consulting Partners, we work with clients after implementation by other firms when they're not receiving ongoing support or when their original implementation team isn't available for continued work. We can take over any Salesforce environment, assess current configuration and integrations, and provide ongoing administration, development, and optimization. Our managed services work with Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Financial Services, and custom Salesforce implementations.

What's the difference between managed services and hiring a Salesforce administrator?
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Managed services provide expertise breadth, cost flexibility, and avoid recruitment overhead. Instead of hiring a full-time Salesforce administrator with salary and benefits, you access administrators, developers, and solution architects as needed. You gain technical depth for complex development work, system integrations, and architecture decisions without maintaining permanent headcount. Managed services eliminate recruiting costs, avoid hiring risk, and provide flexibility to scale resources up or down as your Salesforce environment demands change throughout the year.

What's included in Salesforce managed services?
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Salesforce managed services include system administration, custom development, integration management, user training, and performance optimization. We handle user management, workflow automation, security configuration, and daily administration tasks. Our team builds custom functionality using Apex development and Lightning web components, maintains API integrations, and optimizes existing configurations. We work on your current Salesforce org, components, and integrations. Significant new implementations or major integration projects may be scoped separately based on complexity, then we continue managing them through ongoing managed services.

Do you provide both administration and development work?
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Yes, our Salesforce managed services cover both administration and development. We handle system administration including user management, security settings, and workflow automation. Our Salesforce developers build custom objects, create Lightning components, write Apex code, and develop integrations connecting your Salesforce environment with other business systems. This breadth lets you access both day-to-day administrative support and technical development expertise without hiring separate Salesforce administrators and Salesforce developers. You get the right resource for each task, whether routine administration or complex custom development.

Can managed services help improve user adoption?
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Yes, managed services improve user adoption by ensuring Salesforce works properly and addressing user issues promptly. When users encounter problems without support, they create workarounds outside the system. Managed services provide ongoing optimization, troubleshoot issues quickly, and train users on functionality relevant to their roles. A well-maintained Salesforce environment that responds to user needs encourages teams to actually use the platform for daily operations rather than working around it with spreadsheets or manual processes that undermine your CRM investment.

Can managed services scale as our Salesforce needs grow?
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Yes, managed services scale with your business needs and Salesforce environment. As you add users, implement new functionality, or expand into additional Salesforce clouds, we adjust resources accordingly. Clients can increase monthly hours or add team members to handle growing administration and development requirements. Scaling simply requires conversation and advance notice so we can staff appropriately. This flexibility lets your Salesforce support grow with your business goals without the lengthy process of recruiting and hiring additional internal resources.