Salesforce Managed Services

Summit’s Salesforce Managed Services provide ongoing administrative support, expert guidance, and proactive management to ensure your Salesforce environment runs smoothly post-go-live for optimized performance. From seamless system management, daily operational support, and break/fix issue resolution to strategic visioning and continuous enhancement, Summit is your trusted partner for all of your Salesforce needs.

This service is ideal for organizations that need to keep Salesforce secure and high-performing, resolve critical issues quickly, improve adoption and data quality, and ensure the platform continues to evolve to support business growth.

Why Salesforce Managed Services Matter to Your Business

Building and maintaining a Salesforce org is serious business, requiring careful planning and expert support to achieve long-term success. But managing Salesforce entirely in-house is expensive and hard to scale.

Recruiting and retaining certified Salesforce administrators, developers, and architects drains budgets, and when resources are stretched thin, adoption lags, projects stall, and ROI suffers.

The hidden costs add up quickly:

  • Low adoption undermines Salesforce ROI
  • Poor data quality erodes trust in reporting and forecasts
  • Overloaded IT teams spend more time on support tickets than on innovation
  • Underused features and delayed enhancements stall progress
  • A growing project backlog frustrates users and slows time-to-market

The result? Salesforce risks becoming a costly system of record instead of the growth driver it’s meant to be. This is where outsourcing Salesforce management to Summit makes the difference.

Salesforce Quickstarts
Salesforce CRM Consulting Summit

A Summit-Tier Salesforce Managed Services Provider (MSP)

As a Salesforce Summit-Tier Partner—the highest designation in the Salesforce ecosystem—Summit delivers the depth, scale, and certified expertise that only top partners can provide.

With our Salesforce Managed Services, you gain access to a complete team of certified specialists in administration, development, architecture, integrations, and user support—at a fraction of the cost of hiring and retaining equivalent in-house resources.

Our certified Salesforce experts:

  • Proactively manage, monitor, and secure your Salesforce environment every day
  • Provide responsive end-user support to boost adoption and data quality
  • Continuously enhance your Salesforce environment with automation, release management, and new features

The Summit Managed Services team includes Salesforce consultants, business analysts, administrators, developers, and support staff who work collaboratively to deliver end-to-end coverage. From improving user adoption and data quality to building integrations and scaling complex orgs, we ensure your platform continues to deliver sustained value.

We don’t just keep Salesforce running; we continuously evolve it so it grows with your business and drives measurable ROI.

A Trusted Salesforce Summit Partner Delivering 1,100+ Successful Projects

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Comprehensive Salesforce Managed Services Features

Summit’s Salesforce Managed Services cover everything your organization needs to keep Salesforce reliable, secure, and optimized for long-term success. Here’s what’s included:

  • Post-Go-Live Salesforce Administrative Support

    We provide essential administrative support to manage your Salesforce environment once it’s live. Our certified team handles routine tasks, including user accounts, roles, permissions, and profiles, keeping Salesforce running smoothly without disrupting daily operations.

  • Production Support and Break/Fix Issue Resolution

    Unexpected issues can arise at any time. Our Salesforce break/fix support ensures critical production problems are resolved quickly and efficiently. From bugs and system errors to malfunctions, we minimize downtime so your team can stay productive.

  • Salesforce End-User Support Services

    Adoption is only as strong as your support. Our Salesforce end-user support helps your team succeed by troubleshooting issues in real time, answering user questions, and providing ongoing assistance to ensure higher adoption and data quality.

  • Ongoing Enhancements and Salesforce Platform Adjustments

    As your business evolves, so do your Salesforce requirements. We deliver continuous, ongoing enhancements—optimizing workflows, adding new automations, incorporating user feedback, and ensuring Salesforce adapts to your changing needs. Our team works to optimize processes and incorporate new functionality, so your system remains efficient and up-to-date. We also identify and integrate unused functionality to improve your overall system performance and support your business growth.

  • Strategic Salesforce Visioning and Guidance

    Our managed services go beyond day-to-day support. We work with leadership to align your Salesforce environment with long-term business goals, provide roadmap and strategic planning, and identify opportunities to leverage new Salesforce features and best practices for maximum business impact.

  • Salesforce Best Practices Implementation

    As Salesforce evolves, we keep your org aligned with best practices to elevate operational efficiency. From applying updates to security and compliance protocols to automating tasks to improving performance and recommending new features, we ensure Salesforce stays efficient, secure, and effective.

  • Proactive Salesforce Monitoring and Maintenance

    We actively monitor your Salesforce environment to identify and resolve issues before they impact operations. Regular health checks, performance reviews, and security audits help keep your platform stable, secure, and optimized.

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

What You Gain With Summit’s Salesforce Managed Services

When you partner with Summit for Salesforce Managed Services, you don’t just get system support; you gain measurable business value:

  • A secure, optimized Salesforce platform you can rely on every day for stability and performance
  • Higher adoption and cleaner data, giving leadership the accurate reporting and insights needed to make confident decisions
  • Faster innovation and continuous improvements that accelerate time-to-value, eliminate backlogs, and keep Salesforce evolving with your business
  • Scalable expertise on demand—all the benefits of certified Salesforce specialists without the cost, risk, or overhead of expanding your internal team

By outsourcing Salesforce management to a Salesforce Summit-Tier Partner, your team can focus on core operations while knowing the platform is being actively maintained, supported, and strategically optimized to deliver maximum ROI.

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Who Benefits Most from Salesforce Managed Services?

Salesforce Managed Services are the ideal solution for organizations that rely heavily on Salesforce but need ongoing expertise to keep the platform performing at its best. Summit’s services deliver the most value for:

  • Organizations needing continuous, comprehensive support post-go-live to maintain peak system performance and evolve Salesforce as business needs change.
  • Teams requiring rapid responses to production issues or data errors, ensuring minimal disruption to daily operations.
  • Businesses seeking long-term strategic guidance to align Salesforce with growth goals and maximize ROI.
  • Companies looking to reduce reliance on overburdened internal resources, freeing IT and admins to focus on innovation rather than maintenance.
  • Executives who need trusted data, high adoption, and measurable business results to make confident business decisions.
  • Fast-growing or complex organizations, where scaling Salesforce usage, adding Clouds, or meeting compliance standards requires specialized expertise.

Whether you’re a scaling SMB, an enterprise with multi-cloud complexity, or a leadership team demanding reliable ROI, Salesforce Managed Services ensure your platform delivers sustained value.

Why Choose Summit’s Salesforce Managed Services?

Choosing the right Salesforce partner is essential for ongoing support and optimization of your Salesforce solutions.

As a Salesforce Summit-tier Managed Services Provider (MSP), Summit combines certified expertise, strategic vision, and proactive support to ensure your Salesforce platform continuously delivers business value.

We deliver comprehensive Salesforce services and manage the entire project lifecycle from planning to delivery, ensuring your entire org is supported with robust, scalable managed services that maximize efficiency and productivity.

The Summit Difference

With a full team of certified administrators, developers, and architects supporting you every day, we go beyond basic maintenance to keep Salesforce optimized, adopted, and aligned with your long-term goals.

  • Peace of Mind

    Rest assured that your Salesforce environment is always operational, secure, and well-maintained with responsive, comprehensive support. Our proactive monitoring, health checks, and security audits reduce downtime, prevent issues, and keep your business running smoothly.

  • Expert Guidance

    Benefit from strategic advice and forward-looking insights that keep your Salesforce instance aligned with your business vision. From roadmap planning, Salesforce Center of Excellence (CoE) guidance, and governance best practices to release management and new feature adoption, our certified Salesforce experts help you maximize innovation, efficiency, and ROI.

  • Flexibility and Scalability

    We adapt as your business grows, providing enhancements and support as your Salesforce usage evolves. Whether you’re expanding into Sales Cloud, Service Cloud, Experience Cloud, CPQ, or Marketing Cloud, our services scale with you—without the overhead of hiring or managing a larger in-house team.

  • Dedicated User Support

    Our team ensures your end users are fully supported with fast resolutions, responsive assistance, and practical training resources. The result? Higher adoption, cleaner data, accurate reporting, and greater confidence in Salesforce across your organization.

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marketing cloud account engagement QS

Marketing Cloud Account Engagement Managed Services

Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document.

crm

Salesforce CRM Managed Services

Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services.

government cloud

Salesforce Managed Services for Government

Summit understands that a dynamic Salesforce implementation evolves with your public sector organization. Our services ensure that your Salesforce journey is continually optimized.

education cloud

Salesforce Education Cloud Managed Services

Properly maintain advancement solutions, SIS, finance and LMS integrations, student recruiting and portals, student success, and more.

NPSP QS

Salesforce Managed Services for Nonprofits

Ensure Salesforce Nonprofit cloud integrations, custom development, training, and support continue seamlessly with Managed Services.

Project IV&V services

Salesforce Clouds and Solutions We Support

Summit’s Managed Services extend across the full Salesforce ecosystem, including:

  • Sales Cloud – Pipeline management, forecasting, and sales process automation
  • Service Cloud – Case management, knowledge base, and omni-channel support
  • Marketing Cloud and Pardot – Campaign automation, lead nurturing, and ROI tracking
  • Experience Cloud – Customer and partner portals, branded digital communities
  • Revenue Cloud / CPQ – Quoting, pricing, and contract lifecycle management
  • Analytics & Tableau CRM – Advanced reporting, dashboards, and actionable insights
  • System Integrations and Custom API Integrations – Connect Salesforce with your existing business systems through robust system integrations and custom API integrations.

This breadth of coverage ensures your Salesforce investment delivers value across every department.

From Reactive Support to Proactive Growth

Salesforce should be more than “software to maintain.” With Summit’s Salesforce Managed Services, you gain a continuously optimized, scalable, and strategically aligned platform—one that delivers measurable ROI and empowers your teams to do more.

Ready to get more from Salesforce? Contact Summit today to learn how Summit can support your business.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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Salesforce Managed Services Frequently Asked Questions (FAQs)

We understand you may have questions about partnering with a Salesforce Managed Services Provider. Here are answers to some of the most common inquiries from business leaders considering Salesforce managed services.

What are Salesforce Managed Services?

Salesforce Managed Services are ongoing, outsourced services where a trusted Salesforce Managed Services Provider (MSP) manages your day-to-day administration, user support, platform enhancements, and long-term strategy. The goal is to keep Salesforce continuously optimized, secure, and aligned with business objectives—maximizing ROI.

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