Salesforce Managed Services

Whether you need help monitoring, managing, or extending the Salesforce platform, we can support your team.

Salesforce managed services is an end-to-end solution to optimize, maintain, and evolve your Salesforce instance and related technologies with scalable, specialized skills on demand. With TechWise managed services offering, we do all that and more.

The Benefits of Salesforce Managed Services

We tailor our services and unique approach to suit your team’s changing needs and business goals.

Strategic Planning

Powering through a backlog and knocking out tasks is one thing; strategic planning and advisory is another. We partner with you, offering recommendations and guiding you through your Salesforce journey. You get the added benefit of ongoing assistance to monitor and evaluate the effectiveness of your solutions.

Flexibility

With Salesforce Managed Services, you get flexible skills and expertise in Salesforce, analytics, and data science — meaning we can flex resources up or down with minimal lead time, as compared to traditional project staffing. And all of this comes at a cost less than what you’d spend hiring and staffing full-time employees with the same skill sets.

Scalability

As your business grows and evolves, the skills you need to maximize business outcomes will change. With our managed services offering, you get a long-term, capacity-based agreement at a lower blended rate, resulting in more predictable and scalable spend while accessing diverse technical expertise and high-quality deliverables.

Platform Expertise

Our team of certified Salesforce experts is made up of leaders who have spent years focused on customer acquisition and engagement, data analytics and data science, and strategy consulting. In addition to expertise in different Salesforce Clouds, our consultants specialize in related technologies, including Tableau, Snowflake, Slack, and more.

Industry Expertise

We know the importance of data and how to apply analytics and AI to suit your industry needs. We specialize in financial services, manufacturing, and high-tech just to name a few. With experience at the sub-vertical level, we’re uniquely positioned to help you get the most value from the Salesforce platform.

Change Enablement

Whether it’s implementing a new sales enablement tool, applying data model insights to business processes, or tweaking task and activity management, changes in Salesforce affect how your team operates on a daily basis. We take pride in not only finding solutions to organizational challenges but also giving your team ways to adapt and evolve.

Salesforce Managed Services Explained in Under Two Minutes

The TechWise Difference

Many businesses have implemented Salesforce, but we find that the data pulled into the system (or often, stuck in disparate systems) ends up sitting on the shelf without the right approach. Whether you have an existing Salesforce instance you need to manage or you’re looking to deliver a larger project, the TechWise team can help. Our core Salesforce consulting services cover the full product lifecycle and we specifically tailor your org to fit your needs.

As the only Salesforce partner at the intersection of data, CRM, and AI, TechWise is well positioned to not only implement Salesforce, but to ensure you maximize its long-term ROI. This means surfacing predictive and prescriptive insights, in the business context, with an action framework. By helping our customers land the last mile, TechWise is the partner that pays for itself.

Proven Success with Salesforce Managed Services

With TechWise as a trusted partner, Robert Half has created a nimble, data-driven, AI-optimized solution that allows the company to innovate and respond to business needs at a pace that other companies can’t match.

In a three-month period, we were able to help Twilio address all of their prioritized backlog items. And within just two hours of use, Twilio AEs discovered over $250,000 in missed opportunities thanks to a solution our team built.

How Do You Get Started?

Finding the right solution when you’re not sure where to start can be overwhelming. As your partner, we have options to help you get started and will guide you in the right direction based on your unique business needs.

Quickstarts

Whether you need immediate dashboard optimization or a cost-effective Sales Cloud or Service Cloud implementation, there’s a Quickstart for that. With our Quickstarts, you get Salesforce product, analytics, and AI expertise at an accessible price point. Best of all, our flexible pacing reduces stress on your business — with start to completion in as little as four weeks.

Org Assessment

As you prepare to enhance and extend your Salesforce org to provide better outcomes for your customers and users, it’s crucial to set the best foundation for the future. With a quick and thorough analysis of your org, we’ll help you understand what’s working well and identify areas for improvement. We’ll clearly identify and prioritize existing issues and opportunities, so you can be confident in your Salesforce instance and business insights.

Data Signal Analysis

Is your data sufficient and high-quality enough to provide a signal for predictive modeling? With TechWise Data Signal Analysis, we’ll help you find out by investing time in understanding how your data is created and stored and doing some lightweight modeling. We’ll then share the results of our analysis, provide process recommendations, and discuss with you a realistic path to improvements and model productionization.

Our Intelligent Platform Partners

At TechWise, our consultants have deep expertise on the Salesforce platform. Whether you’re implementing a cross-cloud solution or a single Salesforce product, we’re here to help.

As the market leader in providing intelligent experiences on the Salesforce platform, we combine CRM strategy, data science expertise, and Tableau implementation experience to deliver sustainable solutions with Tableau.

Our certified Snowflake consultants (SnowPros) — paired with our deep data science expertise and award-winning Salesforce implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake Data Cloud.

Access key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

By partnering with AWS, we demystify and operationalize important AI capabilities to fit your unique needs. Get AI everywhere and actions anywhere by focusing on which predictive and prescriptive analytics drive the best outcomes.

Featured Resources

Advanced-Analytics-in-Financial-Services-Blog-Featured-Image-min-2
Retain High-Value Clients with Advanced Analytics in Banking and Financial Services
SF-SKO-Takeaways-Blog-Featured-Image-min
Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26