managed services

for salesforce

SalesForce Registered Consulting Partner Logo


From $249/mo
2.5 hrs / mo Salesforce Certified Admin

Salesforce Strategic Consultation

Reports and Dashboards

User Admin, Security, Roles, Groups, Profiles

Custom Objects & Fields

Validation Rules

Workflows and Approvals

Custom List Views and Page Layouts

Email & Quote Templates

User Training and Helpdesk

Salesforce1 Mobile Setup


From $749/mo

8 hrs / mo Salesforce Certified Admin

All Silver Features plus

App Exchange Product Installation and Configuration

Gmail or Outlook Integration

Bulk email platform integration

Sales and Service Console Configuration

Pardot Support

Case Management


From $1,440/mo

16 hrs / mo Salesforce Certified Admin

All Gold Features plus

Salesforce Integration to 3rd Party Apps via Integration Platform or Connector

Salesforce Business Analysis, Gap Analysis, Data Analysis and custom project plans

Community Cloud Support

Marketing Cloud Support

Custom Apex or Lightning Development


remote administration


strategic planning

custom development

Protect -and grow- your Salesforce investment

After making a significant investment implementing Salesforce, importing data and training users, it is important to ensure that Salesforce functionality keeps up with your organization.

To ensure that your Salesforce implementation stays aligned with the needs of your business it needs regular attention. Your business will have needs for new reports and dashboards. New employees will join and need training. And with Salesforce updates three times per year, there are always new features and functionality that should be evaluated and potentially leveraged to maximize the value returned from your investment in Salesforce.

To maximize user adoption and eliminate the risk that come with self-administering your Salesforce implementation, we strongly recommend that you consider one of our Salesforce managed services plans.

How our Salesforce Managed Services helps reduce costs and extends the life of your implementation

Our service team is based in Columbus, Ohio and we have earned multiple Salesforce certifications including Application Architect, Data Architecture and Management Designer, Pardot Specialist, Marketing Cloud Email Specialist, Platform Developer, Advanced Administrator and Platform App Builder. The cost of employing a single resource with these skills can be upwards of $100,000, and without in-house Salesforce expertise to recruit and manage them, how would you know you are getting a good value?

With the purchase of one of our Salesforce Managed Services plans, your organization is assigned a single Salesforce certified administrator who  is familiar with your business and Salesforce implementation. They would have access to numerous additional Summit resources including developers, analysts and marketing and sales automation specialists who will enable your consultant to make specific recommendations and optimizations based on your needs. We don’t simply maintain your Salesforce, we continuously improve it with customizations based on your feedback and the three annual Salesforce releases. After an initial optimization, we meet regularly with your team to create a roadmap for future improvements based on the needs of your organization. Our extensive knowledge about the entire Salesforce family of products, AppExchange apps and third party solutions will be invaluable when the time comes to add to your solution.

You can focus on growing your business knowing that your Salesforce is in good hands, your data is secure, your users are trained and productive and your management team is getting the reports and dashboards that allow them to manage and guide your organization.  A healthy, up to date, professionally managed Salesforce implementation will allow you to leverage all that Salesforce has to offer, while preventing the need for massive updates or replacement in the future.

Free CloudAdvisor Salesforce Professional Services Consultation

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