Managed Services

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WHAT IS SALESFORCE MANAGED SERVICES

Salesforce Managed services are defined in our industry as a proactive way to externally administer your Salesforce org. Rather than hiring an (expensive) internal Salesforce administrator or an outside firm to complete a specific project, changeover, or any other business unit requirements, a retained outsourced professional or services team is brought in to act as the primary Salesforce administrator.

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    BENEFITS OF MANAGED SERVICES

    Reliable Salesforce solution, steadily evolving in accordance with your business needs

    You can focus on your business goals, and we’ll ensure that your salesforce CRM works properly to help you reach them all. We will keep your salesforce performance efficient by preventing critical performance and security issues and see to its proper evolving in line with raising business needs and process changes.

    Minimized management efforts.

    We efficiently process your business needs and turn them into concrete technical requirements, with minimal or no involvement of your managers. We leverage our project management experience to promptly deliver required system changes, minimizing the supervisions and management efforts on your side.

    Uninterrupted business process

    We provide Salesforce modifications and improvements with no impact on current user activities and business operations in your Salesforce CRM.

    Managing cost effectively

    We can ensure full coverage of your Salesforce needs, Which spares you from having a big in-house Salesforce team.

    Monitoring and Support: Managed Services Case Study

    A manufacturing client was looking for a support solution and maintenance of their Salesforce Sales Cloud. This company was experiencing end user bugs that interfered with internal processes, UI transition issues and other automated related blockers. This company needed a managed service solution and CloudQ supplied an around the clock staffing solution for clock monitoring, management, and end user bug resolutions.

    HOW WE HELP

    We Focus On Salesforce For You, So You Don’t Have To

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    A Proficient resource team, acting as a supplement to your own.

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    Reacting quickly to ever changing business environment.

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    Increasing business productivity, allowing you to concentrate on other business initiatives.

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    Enhancing reports and dashboards with information you need to make good business decisions.

    MANAGED SERVICES PACKAGE

    Basic PackageStandard PackageEnterprise Package
    Dedicated Account Manager
    Dedicated Account Manager
    CRM Strategy/Review Roadmap
    CRM Strategy/Review Roadmap1/Quarter2/Quarter4/Quarter
    Dedicated Solution Architect to Work with Stakeholders to Manage the Process of Implementing Improvements & New Functionality
    Dedicated Solution Architect to Work with Stakeholders to Manage the Process of Implementing Improvements & New Functionality
    Virtual End User Functional Support
    Virtual End User Functional Support
    Build Standard Reports and Dashboards
    Build Standard Reports and Dashboards
    Manage User Security and Administration
    Manage User Security and Administration
    Build Workflow and Approval Processes
    Build Workflow and Approval Processes
    Manage AppExchange Evaluations and Installations
    Manage AppExchange Evaluations and Installations
    Data Quality and Data Imports
    Data Quality and Data Imports
    Quarterly Webinar of Updates and Enhancements
    Quarterly Webinar of Updates and Enhancements
    Support Data Model Design, User Interface and Business Logic for Existing Applications
    Support Data Model Design, User Interface and Business Logic for Existing Applications
    Maintain Existing Custom Applications Using Apex and Visualforce
    Maintain Existing Custom Applications Using Apex and Visualforce
    Maintain Existing Integrations with 3rd Party Applications
    Maintain Existing Integrations with 3rd Party Applications

    EXPLAINED MANAGED SERVICES PACKAGE

    • Dedicated Account Manager
    • CloudQ will assign a Dedicated Account Manager (AM) to oversee the Managed Services engagement.
    • CRM Strategy/Review Roadmap
    • CloudQ will be monitoring the Support Needs and put together a strategy on efficient automation and deliver best practices to increase the Salesforce CRM usage.
    • Dedicated Solution Architect
    • Works with Stakeholders to Manage the Process of Implementing Improvements & New Functionality.
    • Virtual End User Functional Support
    • CloudQ will provide Dedicated Support Team members who will be available from a remote location to provide Managed Services.
    • Build Standard Reports and Dashboards
    • The Support team will help in building the Reports and Dashboards.
    • Manage User Security and Administration
    • The Support Team will be responsible for User Management. This will ensure that we implement the Industry Best Practices for User Management and ensuring highest level of security for the use Salesforce CRM.
    • Build Workflow and Approval Processes
    • The Support team will help in building complex Workflows and Approval Processes, based on the changing requirements and Future needs.
    • Manage AppExchange Evaluations and Installations
    • Salesforce provides a lot of paid and free Applications that can be installed in to the Salesforce CRM via. AppExchange (Similar to App Store for iPhone). The Support Team will help in the installation and configuration of these apps.
    • Data Quality and Data Imports
    • The Support Team will help perform Monthly Data Loads from external system in to Salesforce CRM.
    • Quarterly Webinar of Updates and Enhancements
    • The Account Manager and Solution Architect will be presenting the latest updates and enhancements in Salesforce, which directly impacts the Solution being implemented. We will also provide End User Training.
    • Support Data Model Design, UI and Business Logic for Existing Applications
    • The Support Team will ensure that the existing solution implemented in Salesforce CRM is working as per the expectation. The team will ensure that the new enhancements are implemented with no impact to existing solution.
    • Maintain Existing Custom Applications
    • The Support Team will handle Coding changes to build any custom solution.
    • Maintain Existing Integrations with 3rd Party Apps
    • The Support Team will ensure all existing 3rd party app integration are working as expected. This will not include new build 3rd party integration.
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