Salesforce Managed Support

Salesforce Managed Support That Keeps Your CRM Running at Peak Performance

Ensure your Salesforce org stays optimized, updated, secure, and aligned with evolving business needs — without the cost of a full in-house team.

Schedule a Managed Support Consultation

Why Salesforce Managed Support Matters

Salesforce is powerful, but without ongoing administration and optimization, organizations quickly face declining adoption, slow processes, reporting inaccuracies, and integration failures. Business teams evolve — and your Salesforce instance must evolve with them.

Xotiv’s Salesforce Managed Support provides a proactive, scalable, and cost-efficient way to maintain, enhance, and continuously improve your CRM ecosystem. Whether you need admin coverage, automation enhancements, technical troubleshooting, or strategic roadmap guidance, our certified experts keep your Salesforce infrastructure healthy and high-performing.

We ensure your Salesforce investment generates ongoing business value — month after month.

Our Salesforce Managed Support Services

Salesforce Administration & Configuration

User management, profiles, permissions
Data security, role hierarchies
Page layouts, record types, Lightning setup
Health checks, monitoring, and governance

Automation Enhancements & Optimization

Flows & workflow automation
Process improvements & bottleneck fixes
Approval cycles & task automations
Optimization of existing customizations

Reports, Dashboards & Analytics Management

KPI-driven dashboards
Custom reports for sales, service, and marketing
Ongoing updates based on leadership needs
Data visibility & sharing improvements

Release Management & Upgrades

Winter/Spring/Summer release readiness
Sandbox testing & deployment
Retiring deprecated components
Ensuring compatibility with new updates

Integration Monitoring & Issue Resolution

Connected systems health checks
API performance monitoring
Third-party app troubleshooting
Continuous sync validation

Data Quality, Cleansing & Governance

Duplicate management
Data quality rules
Archiving, validation & structure improvements
Data security & compliance

On-Demand Enhancements & New Feature Development

New fields, objects, workflows, flows
UI/UX improvements
Custom features & functional enhancements
Quick turn-around for business changes

User Support, Training & Adoption

L1–L3 support
Ongoing user training
Change adoption support
Documentation & how-to guides

Strategic Salesforce Roadmapping

Quarterly optimization plan
Scalability recommendations
Process re-engineering
Tech debt removal & future state planning

Our Support Process

Initial Assessment & Onboarding

We perform a detailed health check of your org — configurations, customizations, processes, integrations, data, and security.
A custom onboarding plan is created for your operations.

Prioritized Backlog Definition

We work with business and functional teams to identify:

Quick wins
Critical fixes
Automation and reporting needs
Long-term improvement opportunities

Continuous Support & Issue Management

We address daily tickets across admin, automation, reporting, and integrations — based on SLAs.

Enhancements & Iterative Improvements

Every month, we release updates, automate processes, improve UI/UX, and deliver new capabilities.

Proactive Optimization & Monitoring

We prevent issues before they occur — release updates, data clean-ups, security reviews, and integration monitoring.

Quarterly Roadmap & Strategy Review

We revisit your evolving goals and provide a strategic Salesforce growth plan.

Explore new services

Salesforce Implementation & CRM Setup

Kickstart your Salesforce journey with a clean, scalable, and future-ready implementation.

Explore More

Salesforce Customization & Process Automation

We transform manual, repetitive tasks into automated workflows using Salesforce Flow, Apex, and best-practice automation techniques.

Explore More

Salesforce Integration Services

Eliminate data silos by integrating Salesforce with your core business systems.

Explore More

Sales Cloud Services

Enhance your sales operations with optimized pipelines, forecasting accuracy, and automation that helps sales teams close more deals.

Explore More

Service Cloud Implementation

Scale your support operations with automated routing, knowledge management, and omnichannel support.

Explore More

Marketing Cloud & Pardot

Engage customers across the full lifecycle using powerful automation and personalization tools.

Explore More

Custom Salesforce App Development

We build advanced custom applications on the Salesforce platform (Lightning + Apex) to meet unique business challenges.

Explore More

Data Migration, Cleaning & Optimization

Move your existing data to Salesforce with accuracy, structure, and best-practice validation.

Explore More

Salesforce Managed Support

Get a dedicated Salesforce team at a fraction of the cost.

Explore More

Case Studies

Explore case studies to stay informed about AI and software trends.

More Case Studies

ReadMyRhythm

ReadMyRhythm IndustryHealthTech / Digital Healthcare & Medical Review Platforms The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js + Tailwind CSS Frontend…

Read Full Case Study

InspireX

InspireX IndustrySales Operations / Lead Management & Workflow Automation The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js Backend & Database: Next.js…

Read Full Case Study

Sitenna

Sitenna IndustryTelecom Infrastructure / Location-Based Site Management The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Angular + Bootstrap 5 Backend & Database:…

Read Full Case Study

Immilink

Immilink IndustryLegal Technology / Immigration & Workforce Mobility The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js + Tailwind CSS Frontend (Mobile):…

Read Full Case Study

Elevate

Elevate IndustrySports Technology / Sports Organization & Program Management The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js + Tailwind CSS Frontend…

Read Full Case Study

BathBoat

Bathboat IndustryE-Commerce / Consumer Products & Retail Technology The TechnologyThe technology stack leveraged for this project included: Frontend (Web): PHP Frontend (Mobile): React Native (Expo)…

Read Full Case Study

SnT Properties

SnT Properties IndustryReal Estate / Property Learning Management & Education Technology The TechnologyThe technology stack leveraged for this project included: Frontend (Web / Admin Panel):…

Read Full Case Study

Affco

Affco IndustryPropTech / Affordable Housing & Compliance Management The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js + Tailwind CSS Backend &…

Read Full Case Study

Turf Assistant

Turf Assistant IndustrySports Technology / Golf Course & Turf Management The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Angular + Core CSS…

Read Full Case Study

UHC

UHC IndustryEducation Technology / Homeschool & Academic Administration The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js + Tailwind CSS Backend &…

Read Full Case Study

Teen Therapy

Teen Therapy IndustryHealthTech / Mental Health & Youth Wellbeing The TechnologyThe technology stack leveraged for this project included: Frontend (Web): Next.js + Tailwind CSS Frontend…

Read Full Case Study

Cultural Saree

Cultural Saree IndustryFashion Technology / D2C eCommerce & Ethnic Apparel The TechnologyThe technology stack leveraged for this project included: Frontend (Web): HTML + CSS +…

Read Full Case Study

Fuudie

Fuudie IndustryFood Technology / Restaurant Discovery & Dining Management The TechnologyThe technology stack leveraged for this project included: Frontend (Web / Admin Panel): PHP –…

Read Full Case Study

Engagement Models

Monthly Managed Support Plan

Fixed monthly hours for admin, enhancements, and optimization.
Best for SMBs and mid-sized teams.

Dedicated Salesforce Support Specialist

A certified admin or consultant dedicated to your org.
Best for companies with high-volume workloads.

Hybrid (Support + Enhancements)

Combination of daily support + ongoing development enhancements.
Best for fast-growing organizations.

Pay-As-You-Go Support

No commitment — pay only for hours consumed.
Best for ad hoc support needs.

Why Xotiv for Salesforce Managed Support

Certified Salesforce Experts

Admins, consultants, architects, and developers with deep experience.

Proactive, Not Reactive

We don’t just fix issues — we optimize your org continuously.

Faster Response & Guaranteed SLAs

Predictable and reliable support turnaround.

End-to-End Salesforce Capability

Admin, automation, integration, development, data — all in one team.

Transparent Reporting & Tracking

Monthly reports, ticket dashboards, KPIs, and optimization summaries.

Cost-Effective Alternative to Hiring

Up to 50% savings compared to internal staffing.

Experience Across Industries

SaaS, Finance, Healthcare, Retail, Staffing, Real Estate, Manufacturing & more.

img xotiv for salesforce managed support img

FAQ

Frequently Asked Questions

1. Who is Salesforce Managed Support ideal for?

Companies that want Salesforce expertise without hiring a full-time admin or developer team.

2. What types of tasks are included?

Admin tasks, automation, flows, reporting, integrations, data management, enhancements, user support & more.

3. Do you support Salesforce Sales, Service, Marketing, and custom apps?

Yes — our team covers multi-cloud and custom Salesforce implementations.

4. How are support requests tracked?

Through a shared ticketing system with SLAs and performance reports.

5. Can we scale support hours up or down?

Yes — our model is fully flexible based on demand.

6. Do you handle Salesforce releases?

Absolutely. We ensure every release is tested, compatible, and optimized.

7. Is training included?

Yes. User training and adoption improvement are part of our service.

Keep Your Salesforce Running Smoothly — Every Day

From daily admin to strategic growth planning, Xotiv keeps your Salesforce ecosystem optimized, reliable, and future-ready.

Talk to a Salesforce Support Expert