Salesforce support to maintain and improve your CRM.
Salesforce support focuses on the operation of your platform: users, configuration, automation, data and new operational needs. It is a different service from managing your customers’ support through Service Cloud. We help you identify issues and improve your CRM within a clear support scope.
Support for users and administrators
We can guide users in using the system and administrators in managing its configuration. We gather the steps that cause a problem, the profiles involved and the operational impact. Requests are classified to distinguish faults, usage questions and new features.
Troubleshooting
Flow errors, unexpected behaviour, visibility issues or inconsistent data require a review of dependencies. We analyse the relevant configuration and propose a fix to validate in the appropriate environments. If the issue depends on an external product or service, we identify useful information for involving the relevant provider.
Enhancements and ongoing improvements
New fields, reports, approvals and automation can be organised in a backlog with shared priorities. Before implementation, we assess impact, effort and testing needs. This allows the CRM to evolve while keeping decisions and the use of agreed consulting days visible.
An agreement suited to your needs
We can define focused improvements or ongoing assistance. Channels, availability, response times and included activities must be agreed: this website does not promise continuous or 24/7 coverage. Training and documentation can be included in the support plan.
Questions about this service
Do you offer ongoing support?
Yes, under an agreement that defines availability, included activities and priorities. It does not start automatically with an initial intervention.
Can you train our Salesforce administrator?
We can agree on guidance and practical sessions covering the features and processes you actually use.
Let’s start with your needs.
Tell us about the process you want to improve and your current CRM setup.
Let’s discuss your project ↗