Is Monthly Salesforce Support Right for You?

Every team handles Salesforce a little differently.

Answer six quick questions and we’ll suggest a practical next step based on what your team needs.

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Your Salesforce Setup - Step 1 of 2

Who currently handles Salesforce administration in your organization? *

• We have a Salesforce administrator or team, but they're stretched thin.
• Salesforce administration is handled by someone who has other responsibilities, too.
• We don't have a dedicated administrator, but someone internally can coordinate the work.
• We're still figuring out who should be responsible for Salesforce.

How often does your organization need Salesforce administration or enhancement work? *

• There are new requests or outstanding issues almost every week.
• We typically have several requests or improvements to address each month.
• We only need help a few times each year.
• We have one specific issue or project we need help with.

What kinds of Salesforce work need attention? *

• Everyday administration, configuration changes, reporting, or data cleanup.
• Troubleshooting, automation fixes, smaller enhancements, or technical debt.
• A combination of ongoing administration and larger projects.
• Primarily a major implementation, complex integration, or substantial development project.
• We're not sure yet. We need help understanding what's involved.

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does need organization

What's happening to Salesforce requests and improvements today? *

• Important work regularly gets postponed because our team doesn't have enough capacity.
• Some requests get delayed, but we're managing most of the work.
• We generally keep up, although additional help would occasionally be useful.
• We don't currently have much outstanding Salesforce work.

What kind of support are you looking for? *

• Scheduled, ongoing help with requests and improvements we can prioritize together.
• Reliable assistance with agreed response expectations, even if the work needs to be scheduled.
• Someone who can regularly fix urgent issues immediately or the same day.
• Guaranteed emergency coverage, continuous monitoring, or 24/7 support.

Who would coordinate Salesforce requests and approve changes? *

• We already have someone responsible for Salesforce priorities and approvals.
• We can designate someone to coordinate requests and make decisions.
• We would need to figure out who should take responsibility.
• We don't have anyone available to coordinate requests or approve changes.

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