What We Do

How do we help small-medium orgs with their Salesforce instance?

We help organizations who are already using Salesforce and could use some support to make the most of their Salesforce investment. This can include some/all of the following:

  • User Support & Admin Help

  • Salesforce Admin Backlog

  • Training

  • Object & Field Management

  • Record Types, Picklists, Page Layouts

  • Reports & Dashboards

  • Automation & Flows

  • Integrations

  • Data Quality & Hygiene

  • Audits & Health Checks

  • Troubleshooting

  • Release Readiness

  • Process Improvement Consulting

Managed Services is typically 10 hrs/mth for 1 year. Our goal is to ensure you are supported strategically and also with ad-hoc needs that pop up. However, we have alternate options and are happy to discuss!

Need help with something that’s not on this list?

Email us. If it’s in our wheelhouse great, if not, we will happily refer you to our trusted contacts.