Salesforce Excellence & Fractional Admin

(MANAGED SERVICES)

salesforce excellence & Fractional Admin

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 Managed Services

Salesforce Navigator Expert in Managed Services

The Salesforce Navigator Expert Badge for Managed Services is a prestigious recognition awarded to Salesforce Consulting Partners who have demonstrated exceptional proficiency in delivering and managing Salesforce solutions.

This badge signifies a Partner's commitment to excellence in providing ongoing support, maintenance, and optimization of Salesforce implementations.

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.

This seal of quality assures our clients that our team can help them fully leverage the power of Salesforce for long-term success.

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

Salesforce Excellence

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

Services Breakdown

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.

We're committed to helping your business drive success with Salesforce. 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 & Dashboards
Data Cleanup/Import & 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
Automations
Flows, Process Builders, Email Alerts, Approval Processes, Validation Rules etc.
AppExchange Installation/Management
(Doesn’t include API integration support)
Bug Fixes

Strategic Initiatives
(Salesforce Excellence Only)

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

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 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.

Salesforce Administrator 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.
iPhone mockup

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.

Managed Services
‍Customer Stories

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

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

Products

Sales Cloud: Professional, Enterprise, Unlimited

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

LEARN MORE

Partner Experience/ Community

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

LEARN MORE

Slack

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

LEARN MORE

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.

LEARN MORE

High Velocity Sales

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

LEARN MORE

Sales Dialer

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

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

Conga Composer

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

LEARN MORE

Conga Sign

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

LEARN MORE

Docusign

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

LEARN MORE

Formstack

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

LEARN MORE

Twilio

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.

LEARN MORE

Commercient

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.

LEARN MORE

Our Expertise

Salesforce Excellence & Fractional Admin Overview

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