Salesforce Consulting & Development | North America | Intelli-Cloudware

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Salesforce Managed Services

Reliable
Salesforce
Managed Services for Business Growth.

From proactive monitoring to continuous improvements, our Salesforce Services help optimize workflows, automate processes, and drive business growth with seamless performance and security.

Salesforce Development
Proactive Support
Optimized Performance

Beyond Implementation: Proactive Salesforce Management

Salesforce isn't a "set it and forget it" solution. Our Managed Services act as an extension of your team, ensuring your CRM evolves with your business while you focus on growth. Think of us as your Salesforce guardians—we monitor, optimize, and protect your investment 24/7.

Why Managed Services Matter

Salesforce Managed Services aren't just about fixing issues—they're about preventing them. Unlike break-fix support models, we proactively monitor your system, apply updates during low-usage hours, and train your team on new features before they're needed. This approach reduces downtime by up to 70% and ensures you extract maximum value from your Salesforce investment. Our clients typically see a 3x return on their managed services spend through productivity gains alone.

Continuous Optimization

Your Salesforce isn't static—neither are we. We proactively identify unused features, automate manual processes, and implement new Salesforce releases so you always work with peak efficiency.

  • ✔ Monthly performance audits
  • ✔ Automation of repetitive tasks
  • ✔ Twice-yearly health assessments

24/7 Guardian Service

Sleep soundly knowing we monitor your Salesforce around the clock. From failed integrations to security patches, we catch issues before they impact your business.

  • ✔ Real-time error alerts
  • ✔ Automated backup verification
  • ✔ Security vulnerability scans

Strategic Roadmapping

We align your Salesforce with your evolving business goals through quarterly planning sessions, ensuring your CRM grows as fast as your ambitions.

  • ✔ 90-day innovation plans
  • ✔ New feature adoption strategies
  • ✔ ROI measurement frameworks

Our Comprehensive Salesforce Services

End-to-end solutions tailored to your business needs

Administration & Support

  • User management & access control
  • System health monitoring
  • Regular updates & patch management
  • Troubleshooting & support

Performance Optimization

  • System audits & performance tuning
  • Data deduplication & cleanup
  • Workflow & process automation
  • Efficiency improvements

Customization & Development

  • Custom objects & fields configuration
  • Apex & Visualforce development
  • Lightning component customization
  • Tailored CRM solutions

Integration & Data Management

  • Third-party application integrations
  • API development & management
  • Data migration & synchronization
  • ETL solutions

Security & Compliance

  • User authentication & access security
  • Data encryption services
  • Compliance monitoring
  • Regular security audits

Automation & AI

  • Workflow & approval automation
  • AI-driven insights & analytics
  • Chatbot implementation
  • AI customer support solutions

Monitoring & Support

  • 24/7 system monitoring
  • Proactive issue resolution
  • Performance tracking & reporting
  • Regular health checks

Training & Adoption

  • End user & admin training
  • Best practices guidance
  • Custom training materials
  • Adoption strategies

Strategic Consulting

  • Business process analysis
  • CRM strategy development
  • Roadmap alignment
  • Growth scaling strategies

Our Proven Salesforce Implementation Process

We follow a structured, battle-tested approach to ensure your Salesforce implementation delivers maximum value from day one.

1

Assessment & Consultation

Understanding your Salesforce environment and business needs We begin by evaluating your current Salesforce setup to identify areas for improvement and align our services with your goals.
- Analyze existing configurations and workflows
- Identify bottlenecks and inefficiencies
- Define integration and customization needs

2

Strategy & Planning

Creating a tailored roadmap for optimization Based on the assessment, we design a detailed Salesforce management plan to streamline operations and enhance performance.
- Develop a customized service roadmap
- Set KPIs and performance benchmarks
- Plan for automation and future scalability

3

Implementation & Optimization

Enhancing Salesforce functionality for peak performance We execute planned optimizations, integrations, and security enhancements to ensure seamless Salesforce operations.
- Configure system settings and security measures
- Automate workflows and approval processes
- Implement third-party integrations for extended capabilities

4

Monitoring & Support

Ensuring stability with proactive monitoring and issue resolution Our team continuously monitors system performance and resolves issues before they impact business operations.
- 24/7 system monitoring and troubleshooting
- Performance tracking and data integrity checks
- Regular security audits and updates

5

Training & Continuous Improvement

Empowering your team and keeping Salesforce up to date We provide user training and ongoing enhancements to maximize adoption and ensure long-term success.
- Hands-on training for admins and end users
- Regular system updates and feature rollouts
- Strategic consulting for process improvements

Client Success Stories

See how we've helped businesses transform their operations with Salesforce solutions

Daniel

Daniel Clifford

Salesforce Implementation Lead

The Sales Cloud implementation transformed our entire sales process

"Working with this team on our Sales Cloud implementation was a game-changer. They understood our complex sales cycles and built a solution that reduced our sales cycle time by 35%. Their deep Salesforce expertise and attention to our specific business needs delivered results that exceeded our expectations."

Jonathan

Sarah Johnson

IT Director

Seamless integration across our entire tech stack

"The MuleSoft integration project connected our Salesforce with 5 legacy systems flawlessly. The team's technical expertise and project management skills ensured we had zero downtime during the transition. Our data flows are now real-time and accurate."

Kira

Kira Patel

VP of Analytics

AI implementation delivered immediate ROI

"Einstein Analytics transformed how we make decisions. The AI-powered dashboards identified 28% more upsell opportunities and reduced customer churn by 17% in the first quarter. The team's ability to explain complex AI concepts in business terms made adoption across our organization seamless. Their ongoing support ensures we continue to find new ways to leverage AI across our Salesforce platform."

Jeanette

Jeanette Kim

Data Governance Manager

Flawless data migration with zero downtime

"Our data migration involved 2 million records across multiple systems. The team completed it 2 weeks early while improving our data accuracy from 78% to 99.5%. Their validation rules and cleanup processes continue to maintain our data integrity."

Patrick

Patrick O'Neill

Field Operations Director

Custom app revolutionized our field service

"The custom Salesforce app developed for our field service team reduced manual paperwork by 85% and improved first-time fix rates by 32%. Their developers took the time to understand our unique workflow challenges and delivered a solution that perfectly matched our needs. The ongoing support has been exceptional as we continue to expand functionality."

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