Salesforce Managed Support

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Salesforce managed support combines various activities designed to ensure peak CRM performance and prevent systemic issues for organizations. As a managed services partner, Suma Soft assists businesses in maintaining and evolving their Salesforce solutions in alignment with their changing strategic objectives.

Why Suma Soft ?

  • 25+ years in the IT business and custom software engineering.
  • 13 years of specialized experience in Salesforce CRM transformation.
  • ISO 9001 & 27001 Certified for quality management and data security.
  • More than 400 certified Architects, Developers, and Consultants without the recruitment cycle.

Is Your Salesforce Environment Getting Stagnant?

Don’t let accumulated technical debt and unmanaged backlogs turn your strategic asset into a liability. Our Salesforce managed support helps you transition your CRM from a static database to a proactive driver of business growth.

What Our Salesforce Managed Support Includes

Delivering an end-to-end service catalog that covers the entire lifecycle of your Salesforce ecosystem.

1. Strategic Consulting

  • Requirements Mapping: Our Salesforce Managed experts analyze your sales, service, and marketing objectives to define the optimal Salesforce Clouds, editions, and features that meet those needs.
  • Process Adaptation: We design pathways to adapt your solution to evolving sales, customer service, and marketing needs, such as introducing custom approval flows or modifying automated lead-distribution rules.
  • Continuous Optimization: We provide ongoing upgrades for feature enhancements to ensure your tech stack stays ahead of your competitors.

2. Technical Implementation

  • Cloud Deployment: We deploy Sales, Service, Marketing, and specialized Salesforce clouds to ensure full functional coverage of your business goals.
  • Product Expansion: We, as your Salesforce Managed Services Provider, complement your core environment with AppExchange packages or advanced Salesforce products like CPQ, Billing, and Einstein AI.

3. Customization & Custom App Development

  • Advanced Tailoring: We move beyond standard Salesforce with point-and-click tools (configuration) or code using Apex, Lightning Web Components (LWC) to enable custom workflows, reports/dashboards, email templates, etc. This ensures alignment with your current business processes and requirements.
  • Custom App Development: Our Salesforce-managed service team builds Salesforce apps for internal needs that solve specific challenges, such as property management modules or automated delivery-planning tools.

4. Integration

  • Data Synchronization: We integrate Salesforce with third-party systems that expand your IT landscape (ERP, Ecommerce, DMS) to ensure a smooth user experience across all platforms.

5. Support & Maintenance

  • Daily Administration: Our Salesforce managed support experts handle user permissions, security settings, and routine maintenance, relieving your team of daily administrative burdens.
  • Proactive Health Monitoring: We perform proactive system checks to identify inefficiencies and address issues before they degrade system performance.
  • Security & Governance: Regular, proactive security audits and Master Data Management (MDM) enforcement ensure your data remains clean, compliant with GDPR and HIPAA, and secure.
  • User Support: We provide dedicated help desk support and customized training sessions to improve user experience and platform ROI.

What You Get with Our Salesforce Managed Solutions

Architectural Reliability

We ensure that your Salesforce CRM is flexible enough to evolve with your business needs, preventing the accumulation of technical debt. Our Salesforce-managed consultants keep your Salesforce performance efficient by preventing critical performance and security issues as business needs change.

Uninterrupted Business Operations

We implement modifications and updates in sandbox environments, ensuring zero impact on current user activities and business operations in your Salesforce CRM.

Financial Management

We enable transitioning from high-overhead internal costs of internal teams to a full coverage, predictable, tiered subscription model of your Salesforce needs.

Minimized Management Overhead

We help bridge the gap between your business goals and technical requirements. Our Salesforce Managed experts promptly deliver the required system changes with minimal supervision from your executive leadership.

Salesforce Products We Manage

Sales Cloud

Service Cloud

Marketing Cloud

Community Cloud

Financial Services Cloud

Nonprofit Cloud

Salesforce CPQ

Salesforce Chatter

Fueling Your Growth with Intelligent Salesforce Support

Strengthen your business with Salesforce and advanced Data Cloud architecture. Suma Soft provides a single point of accountability for all your Salesforce challenges. Set the pace of your Salesforce CRM with superior digital intelligence.