Our asset management firm has one part-time Salesforce admin. Where would a managed team fit alongside that person?
A single admin, especially a part-time one, cannot cover every skill or every week of the year. Managed services gives you administration, Flow automation, development and integration skills through one engagement, with coverage when someone is out. Many firms combine both: an internal admin who owns day-to-day user support and business relationships, with our team handling larger changes, releases and technical work that one person cannot cover alone.
What does a month of managed services look like for a Connecticut financial firm?
Early in the month, we review the backlog with your business owners and agree on priorities. Our consultants then work through the items, from user and permission changes to new reports, Flow updates and feed fixes, testing each in a sandbox. Changes deploy in scheduled releases with notes your compliance team can file. A monthly summary shows what shipped, what comes next and where the hours went.
Do you take on orgs that another partner originally built?
Yes, most managed services clients come to us with an org someone else configured. We start with a short onboarding period to document the data model, automation, integrations and known issues, which also surfaces risks worth fixing early. After that, requests flow into the regular backlog. If the review uncovers deeper problems, we raise them separately rather than quietly absorbing them into monthly hours.