Salesforce Managed Services that fit your company's needs
Not every company is the same, which is why our Managed Services offerings are tailored to fit the unique needs of your business.
If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program 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 Fractional Admin offering is the way to go. With Fractional Admin, Kelley Austin acts as a true extension of your team so that you can get the most out of the platform.
Salesforce excellence & FRACTIONAL ADMIN overview
Want to learn more? Download our Salesforce Excellence & Fractional Admin Overview to get the full deck, including pricing.
Salesforce Excellence vs Fractional Admin
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 Fractional Admin 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.
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
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)
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)
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 with our Salesforce Excellence Program through:
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 simply 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 so that you take full advantage of the Salesforce platform.
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
Informed Salesforce Recommendations
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.
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.
Managed Services Customer Stories
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.
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.