Salesforce Managed Services

What are Salesforce Managed Services?

Salesforce managed services encompass a range of Salesforce support services to help organisations effectively manage their Salesforce CRM platform. These services include administration and configuration, customisation and development, support and maintenance, training and user adoption, small business customer management, and strategic consulting and roadmap planning. The goal is to ensure the smooth operation, ongoing optimisation, and user adoption of the CRM, aligning it with the organisation’s business objectives and maximising the value of the Salesforce investment.

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1. Assessment and Planning 

A thorough assessment of your organisation’s Salesforce CRM implementation and creating a comprehensive plan to address any gaps or areas of improvement. This typically includes reviewing the current state of your Salesforce platform, identifying any issues, challenges, or opportunities for optimisation, and defining the scope of services required to meet the organisation’s goals.

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2. Service Agreement

This encompasses defining services, roles, SLAs, pricing, contractual terms, and expectations. The agreement serves as a legally binding document for clear rights, obligations, and accountability. It provides a comprehensive framework for ongoing consultancy services to ensure alignment and delivery of managed services for successful Salesforce implementation.

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3. Ongoing Service Delivery

Ongoing service delivery encompasses the actual delivery of agreed-upon services, including Salesforce administration, configuration, customisation, support, maintenance, training, and strategic consulting. This is in accordance with the service agreement and contract. It involves regular communication, collaboration, and coordination with the organisation.

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4. Regular Monitoring and Reporting

Aspire CRM monitors system health, data integrity, user adoption, and key metrics. Data analysis identifies trends, patterns, or issues, with reports highlighting findings and recommendations for improvement. Regular sharing of reports provides insights into managed services’ effectiveness, and progress towards goals, fostering ongoing alignment through a feedback loop.

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5. Improvement and Optimisation

This may involve ongoing customisation, development, and process improvement based on monitoring and reporting insights, as well as staying current with Salesforce releases and best practices. Continuous improvement is vital to maintain an efficient, effective CRM platform aligned with the organisation’s goals throughout the managed services engagement, ensuring optimal performance and results.

Why Aspire CRM for Salesforce Support?

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Aspire CRM has a proven track record of providing unmatchable managed services for Salesforce CRM. Our team of certified professionals has extensive experience in Salesforce CRM and stays up-to-date with the latest industry trends and best practices, including small business customer management. 


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Why Use Aspire CRM for Salesforce Support


We understand that every company has unique requirements, and that’s why we offer customised managed service offerings tailored to your specific needs. Whether you need basic monitoring and maintenance, data management, customisation, or integration services, we can create a customized plan that aligns with your business goals and budget


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Cost Effective

Outsourcing your Salesforce CRM managed services to our consultancy company can be a cost-effective solution compared to hiring and training an in-house team. With our managed services, you can access a team of Salesforce CRM experts without the overhead costs of hiring, training, and retaining a full-time team.


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Proactive Approach

Our managed services follow a proactive approach, ensuring that your Salesforce CRM instance is regularly monitored, optimised, and updated. We identify and resolve issues before they become critical, implement necessary updates and patches, and provide strategic guidance to optimise your CRM system’s performance. Our proactive approach minimises downtime, improves productivity, and ensures a seamless experience for your users.


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Increase in Win Rate


Increase in Lead Conversion


Increase in Forecast Accuracy


Increase in Sales Productivity

Customer Success story


“They are extremely knowledgeable about their product and always go above and beyond to make sure that all of our needs are met.”

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Speak to one of our experts

If you have any enquiries regarding our range of services or are prepared to embark on a digital transformation journey for your business, don’t hesitate to get in touch with the dedicated team at AspireCRM. Our expertise transcends industries, encompassing diverse business functions and organisations of various sizes. As one of the most established and trusted partners of Salesforce, we pride ourselves on our flexibility in delivering tailored solutions that perfectly align with the unique needs and preferences of our valued customers.