Managed Services

Salesforce Consulting

Ongoing, Proactive Support

The Alias Groups Managed Service offering provides ongoing, proactive support and maintenance for Salesforce environments, acting as an extension of a company's team to ensure the platform is optimized, secure, and scalable. These services typically cover a wide range of needs, from day-to-day administration to strategic enhancements and system improvements. We will provide:

Ongoing Salesforce Administration

Handle routine administrative tasks such as user management, role and permission settings, workflow and automation adjustments, and system monitoring to ensure that Salesforce runs smoothly on a daily basis.
Proactive Maintenance and Monitoring

Regularly perform system health checks, monitoring for potential issues, and ensuring optimal performance of the Salesforce platform. This includes staying on top of Salesforce updates, bug fixes, and compliance requirements.
Customization and Enhancement:

Provide continuous system enhancements based on evolving business needs, such as building custom objects, fields, page layouts, and Lightning components to tailor Salesforce to the client’s business processes.
Automation and Process Optimization

Implement and maintain complex automation rules, approval processes, and workflows to streamline sales, marketing, and operational activities. The provider looks for ways to improve system efficiency by eliminating manual processes.
System Integrations

Manage and maintain integrations between Salesforce and other business systems, such as ERP, marketing platforms, or customer support software, ensuring that data flows seamlessly between platforms.
Data Management

Offer ongoing data quality services, including deduplication, data cleansing, imports, and exports, to maintain accurate and consistent data across the Salesforce ecosystem.
User Support and Training

Provide dedicated support for Salesforce users through a helpdesk or ticketing system, offering troubleshooting, issue resolution, and guidance on using new features. Regular training sessions are often provided to help teams stay up-to-date on Salesforce best practices and functionalities.
Strategic Consulting

Act as a trusted advisor to the client’s business, offering strategic guidance on how to leverage Salesforce to meet business goals. This may include planning for system expansions, recommending new Salesforce products, or helping optimize existing workflows to drive business growth.
Security and Compliance

Regularly review and update security settings, including user access controls, data sharing rules, and compliance with industry-specific regulations. This ensures that the client’s Salesforce environment remains secure and meets legal and organizational requirements.
Release Management

Manage the adoption of Salesforce's seasonal updates and new features, testing changes in sandbox environments, and ensuring that all necessary adjustments are made without disrupting business operations.
Scalability and Future-Proofing

Continuously analyze the client’s business needs and scaling Salesforce configurations as the business grows. The managed services provider ensures that the system evolves to handle increased data loads, users, and operational complexity.
Predictable, Ongoing Support

Offer a predictable, subscription-based service model that includes dedicated hours of support each month, ensuring businesses have a steady resource for their Salesforce needs without the need to hire full-time internal staff.