salesforce excellence

strategic support & long-term guidance

At Kelley Austin, the Salesforce Excellence offering isn’t just  “another offering.” We’ve built the entire firm around this concept because we’ve seen it be successful for our clients time after time.

Our Salesforce Excellence clients get the most attention and top notch resources because we're investing in building a long-term partnership with you as opposed to completing a project and walking away.

Our goal is to guide you through your Salesforce journey while learning your business along the way so that we can make informed recommendations on how the technology can benefit your business.
Salesforce Managed Services

Salesforce excellence overview

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


The exact types of services that are covered under the Salesforce Excellence program will vary based on your product suite and specific needs. However, our team is available to accomplish pretty much anything you’d ask from one of your full-time employees.
Calls & Communication

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

Weekly Status Meetings

End User Training

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.

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

Create and Update Reports and Dashboards

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

Sandbox/Deployment Management

Break Fix & Ongoing Enhancements

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

Flows, Process Builders, Email Alerts, Approval Processes, Validation Rules etc.

AppExchange Installation/Management
(doesn’t include API integration support)

Bug Fixes

Strategic Initiatives

As your business expands and evolves, we’re here to ensure your Salesforce Org does too. Our team of experts is available to help you streamline your business processes and drive innovation through:

Architecture Review

Roadmap Planning

App/Product Evaluation

UI/UX Review and Recommendations

How is salesforce excellence different than your typical managed services engagement?

Historically, consulting firms have treated their Managed Services clients as a training ground for inexperienced consultants. This is because they structure those engagements in a way where the consultant only does what the client asks, and typically, clients will only ask for fairly standard configuration updates.

The purpose of Salesforce Excellence is so much more than just running and maintaining your Salesforce environment. Our goal is to guide you in your Salesforce journey so you can get the most out of the platform. With Salesforce Excellence, we offer strategic initiatives such as Architecture Review and Roadmap Planning so that we can help you prepare your business for the future.

To Kelley Austin, success means helping our clients find the best solutions possible based on our experience and wealth of Salesforce knowledge.

Where salesforce excellence fits

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.
Salesforce Admin on Staff

Your internal Salesforce Admin is only one person. That means their time, availability and skillset is limited.

We work with many companies that have an Admin in-house and bring value by focusing on the tasks they either don’t have the time or expertise to handle.

This also protects your company if your admin were to ever take a new role so all of the knowledge about your Salesforce org doesn’t walk out the door with them.

Salesforce Premier Success

Premier Success can be great for your team to get help with one-off questions or participate in the training accelerators offered.

You can use Premier Success strategically so that you are reserving your Salesforce Excellence hours for more strategic tasks that require intimate knowledge of your business.

Kelley Austin Salesforce Excellence Program
Strategic Support & Guidance
Long-term Partnership
Informed Salesforce Recommendations
Formal Projects

As we work with you, there’s a decent chance that formal projects will arise with specific deliverables and timelines. With Salesforce Excellence, we can run these engagements in parallel and you’ll have consistency with your project team.

Typically, you would need a project team to spend a lot of time learning your business, but since we’ve been doing that as part of our Salesforce Excellence program, we'll ensure the project team can hit the ground running. At the end of the project, the Salesforce Excellence team will take the baton on training and adoption.

Your Employees

Our team will work directly with the people on your staff in as much capacity as necessary to understand the full picture and how Salesforce can be effective.

Our team will make sure each department know hows to get the most out of the system.

Salesforce Excellence Customer Stories

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
June 15, 2022

A Manufacturing Company Scales Their Business

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
March 8, 2022

See How A Tech Company Delivers Stellar Customer Experiences

By improving the lead generation and sales processes for a technology leader, our client can now deliver top notch customer experiences.
Read more
February 4, 2022

Customer testimonials

Here's what our client's have to say about our Salesforce Excellence Program.

"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 overview

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