Kelley Austin's Managed Services Offerings

Salesforce Excellence & Managed Services

salesforce excellence & managed services

Salesforce Managed Services that fit your company's needs

As a Salesforce Navigator Expert in Managed Services, our track record of successfully delivering managed services guarantees that our clients receive top-tier assistance, enabling them to streamline operations, boost productivity, and stay competitive in an ever-evolving business landscape.

If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. With Salesforce Excellence, we focus on not only ongoing support, but also the long-term strategy of your Salesforce roadmap.

If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go. With Managed Services, Kelley Austin acts as a true extension of your team so that you can get the most out of the platform.
Kelley Austin Salesforce Managed Services
Managed Services Pricing Deck

Salesforce Excellence & Managed Services Overview

Want to learn more? Download our Salesforce Excellence Overview to get the full deck with pricing included.

Salesforce Excellence vs
Managed Services

Salesforce Excellence

Managed Services

Designed for companies that are looking to take full advantage of the Salesforce platform and ensure that they have guidance and support along the way
Designed for companies that need day-to-day tasks completed on the Salesforce platform and see the benefit of working with a firm vs. hiring internally
We focus on not only ongoing support, but also the long-term strategy of your Salesforce roadmap
Dedication of a single resource for continuity that can always utilize the full KA team for questions
Our goal is to help you make decisions on strategic initiatives by providing expert advice and recommendations
Acts as a true extension of your team and can play many roles just like an FTE would
Staffing includes a Solution Architect as well as a  Sr. Consultant
Typically staffed with 1 or more Sr. Consultants


The exact types of services that are covered under the Salesforce Excellence Program and Managed Services will vary based on your product suite and specific needs. However, our team is available to accomplish many of the tasks you’d ask from one of your full-time employees or Salesforce Admin.
Strategic Initiatives
(Included with Salesforce Excellence)

As your business expands and evolves, we’re here to ensure your Salesforce Org does too.

Our team of experts will help you streamline your business processes and drive innovation with our Salesforce Excellence Program through:

• Architecture Review

• Roadmap Planning

• App / Product Evaluation

• UI / UX Review and Recommendations

Team of Experts: Industry / Product Specialists

Even though your Salesforce Admin may be great at their job, they can't bring all of the knowledge that a full team has to the table.

With Salesforce Excellence, you get access to our team of technical and industry / product experts to help your admin thrive.

Meet Our Team →

General Administration

We provide user administration, data administration, and system performance checks so that you don’t have to.

We’ll troubleshoot performance issues and help you maintain your Salesforce CRM stability through:

• Salesforce Administration
Creating Users, Security Updates, Changes from Salesforce Updates

• Sandbox / Deployment Management

Business Reviews & Goal Setting

Our team of experts will work with you each week to set goals, review KPIs, provide support, and help you plan for the future.

We're committed to helping your business drive success with Salesforce. Services include:

• Weekly Status Meetings

• End User Training

Ongoing Enhancements

We'll help you manage your backlog, optimize your business workflows, and ensure seamless continuous delivery through:

• Declarative Changes (no-code)
Custom objects, creating / editing fields, page layouts
• Programmatic Changes
(Apex, Lightning Web Components etc.) Amount is dependent on hours per week commitment
• Automations
Flows, Process Builders, Email Alerts, Approval Processes, Validation Rules etc.
• AppExchange Installation / Management
(Doesn’t include API integration support)


Data powers Salesforce.

We'll work with you to streamline your data hygiene processes and ensure you're properly documenting data integrations, validation, and storage.

We'll also help you determine if you have the best backup policies in place. Services include:

• Data Cleanup / Import & Review
(requires client help and approval)

Analytics, Reports, and Dashboards

Obtain a comprehensive overview of your business instantly.

Our team will work with you to create and update  tailored reports and dashboards designed specifically for your business, revealing the crucial metrics you need to succeed.

Break Fix

We'll work with you to troubleshoot and resolve any bugs, ensuring smooth functionality and uninterrupted performance for users.

This service would encompass thorough diagnostics, timely patches, and proactive measures to prevent recurrence of issues.

Marketing Cloud

Need ongoing support with your Marketing Cloud org?

Our dedicated team of Marketing Cloud and Pardot experts can work with you to design and create the ideal journeys and automations for your customers.

Learn More →

Where Salesforce Excellence Fits Your Company

There is an obvious fit if your company doesn’t employ a Salesforce expert, but even if you have a Salesforce Admin on staff and/or you purchase Premier Success from Salesforce directly, the Kelley Austin Salesforce Excellence Program still benefits you greatly.
How Salesforce Managed Services benefits your company

Managed Services
‍Customer Stories

Discover How a Tech Company Consolidated Four Different CRMs by Transitioning to Salesforce

With a consolidated sales process, our client in the Tech Industry has gained unprecedented visibility into the lead-to-cash lifecycle and can now access valuable insights for service cases, cross-selling opportunities, and renewal rates.
Read more

Learn How a Global Nonprofit That Provides Disaster Relief Creates a More Personalized Experience with Marketing Cloud

A custom double opt-in solution, data segmentation, and strategic guidance through our Salesforce Excellence (Managed Services) offering helps our client improve their marketing strategy.
Read more

Learn How A Company in the Energy & Utilities Industry Drives Innovation with Sales Cloud and Managed Services

By building trust with a company in the Energy & Utilities Industry, we helped our client increase their ROI in the Salesforce platform.
Read more

A Manufacturing Company Scales Their Business with Salesforce

With the right Salesforce solutions in place, our client in the Manufacturing Industry can proactively meet the challenges that come with growing their business.
Read more

Customer Testimonials

Here's what our client's have to say about working with our team.

"Kelley Austin is an excellent Salesforce partner that listens to your needs and develops solutions that work for your business. Highly recommended if you are looking to add Salesforce to your business tools."

Client, Consumer Goods Industry

"Kelley Austin is not just an integrator looking for short-term gain. They are a trusted partner invested in your success for the long-term relationship."

Client, Communications Industry

"Amazing communication, process, organization, and outcomes. Could not be more satisfied with the Kelley Austin team."

Client, High Tech


Sales Cloud: Professional, Enterprise, Unlimited

The Salesforce platform to manage Leads, Accounts, Contacts, Opportunities, Activities and any other needs in your Sales process.


Partner Experience/ Community

If you sell with Partners, this is the perfect product to ensure Salesforce stays in sync with external sales reps’ efforts.



Make communication easy and insightful both internally and externally. The power of the Slack platform only continues to grow.


Sales Cloud Einstein

Get Lead and Opportunity scoring and insights based on the powerful Einstein AI engine. Out-of-the-box, high-powered dashboards will take your analytics to the next level.


High Velocity Sales

Provide your Sales team with detailed cadences so the reach the right prospect in the right way.


Sales Dialer

Integrate your phone system with Salesforce so that reps never have to leave the platform.


Salesforce Maps

Give your reps the ability to plan and optimize their routes. Meeting canceled? Quickly see other accounts/leads nearby and make the most out of it.


Salesforce Inbox

Get the most out of Salesforce from right inside of Outlook or Gmail. Track when a customer opens your email and schedule meetings easier than ever before.


Conga Composer

Generate templated documents using data from Salesforce with the click of a button saving your team hundreds of hours.


Conga Sign

E-Signature is a must have for Sales teams and Conga Sign works directly in Salesforce.



With an easy to use app, Docusign and Salesforce remove the hurdles in the closing process.



An easy to use form builder directly integrated with Salesforce is worth its weight in gold.



Communicate how your customers want to. For many of your customers, that means text messaging, and Twilio allows you to do it all right in Salesforce.



ERP integration is vital for many companies. Commercient allows us to easily connect to some of the most popular On-Premise and Cloud-Based ERPs.


Our Expertise

Salesforce Excellence & Managed Services Overview

Want to learn more? Download our Salesforce Excellence Overview to get the full deck with pricing included.