Managed CRM Support & Administration

A CRM needs a system administrator even after a successful launch — new users need onboarding, sales territories change, fields need adding, and platforms push seasonal releases (Salesforce's three annual releases, for instance) that can affect existing configuration if nobody is watching for them. Our managed support retainers cover exactly this: user and license management, workflow and automation updates, new field/object requests, and testing platform upgrades before they hit production.

Support is delivered via ticket-based tools with defined response-time tiers, so requests are tracked and prioritized rather than handled through ad-hoc messages to whichever consultant is reachable. This typically picks up where the initial implementation's warranty period ends, giving the CRM a continuous administration path as the business around it keeps changing.

• User, license, and permission management
• Ongoing workflow, automation, and field/object updates
• Platform release/upgrade testing before production impact
• Ticket-based support with defined response-time tiers