What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Accepting new orgs

Salesforce Managed Services delivered by senior operators.

Get direct access to certified Salesforce architects and developers who proactively manage your backlog, automate manual workflows, and resolve system bottlenecks in bi-weekly sprints.

  • SLA-backed administration Daily support for user management, security roles, permission sets, and custom report building.
  • Custom development & flows Apex classes, triggers, Lightning Web Components, and declarative workflows built for your business processes.
  • Proactive release readiness Triannual audits to test and validate your existing configurations before seasonal Salesforce updates roll out. [VERIFY: confirm we offer seasonal update testing as standard]
DeliveryBi-weekly sprints
Team100% senior operators
Book your kickoff
30 minutes with a senior operator
Free
You don't need a reactive ticketing helpdesk that just closes tasks. You need a proactive team that stops system bottlenecks before they disrupt your pipeline.
3
Seasonal updates tested yearly

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A clean, secure, and bottleneck-free org

We run a complete system cleanup and health assessment to identify and remove unused objects, fix security vulnerabilities, and resolve performance bottlenecks.

Complete org health assessment
Outcome 2

Automated workflows that save staff time

We replace manual processes with custom declarative flows, Apex triggers, and Lightning Web Components designed to keep your team focused on high-value work.

Custom flows and components configured
Outcome 3

Reliable integrations and pipeline reports

We monitor your APIs and connections to ERPs, marketing tools, and databases, while building custom interactive dashboards to track your executive KPIs.

API monitoring and custom dashboards

Our continuous delivery model.

We don't wait for things to break. We work in structured, bi-weekly sprints to continuously improve your Salesforce org, backed by clear response times and a named senior lead.

1
Phase 1

Discovery & system cleanup

We start with a deep-dive analysis of your current Salesforce configuration, security settings, and active integrations to establish a clear health baseline.

Unused object & field analysisSecurity role & permission auditIntegration & API limit checkInitial health baseline report
2
Phase 2

Backlog setup & governance

We run alignment workshops to map your business goals, organize your feature requests into a prioritized backlog, and define strict response times.

Stakeholder alignment workshopPrioritized roadmap designSLA & communication setupNamed senior lead assignment
3
Ongoing

Sprint execution & custom builds

We deliver admin tasks, process automations, and custom code in agile, bi-weekly cycles, keeping you updated on progress without the noise.

Bi-weekly sprint planningFlow & declarative automationApex & LWC developmentUser & security administration
4
Ongoing

Proactive monitoring & updates

We run regular system health checks, monitor API limits, and test your configurations against upcoming seasonal Salesforce releases.

Triannual release readiness auditsAPI & integration monitoringPeriodic usage & roadmap reviewsContinuous backlog grooming

Built for reliability.

100%
Senior delivery
No junior admins or offshore handoffs
Bi-weekly
Sprint cycles
Structured, predictable delivery
3x
Yearly release prep
Proactive seasonal update testing
Direct
Slack & Zoom access
Communicate directly with your lead operator

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

Hiring a single in-house admin often creates a single point of failure and limits your capabilities to one person's skillset. A managed services team gives you fractional access to a broader team of certified administrators, developers, and architects for the same or lower cost. You get deep expertise for complex projects like custom Apex development or ERP integrations, without the recruitment overhead or training costs of a full-time hire.

Scale your Salesforce org without the overhead.

Get proactive, senior-led administration and development delivered in structured bi-weekly sprints.

Book the 15-min sanity check.