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Maximize Your ROI with
Salesforce Managed Services

To get the most out of your Salesforce investment, you need continuous care and enhancement. As a Salesforce managed service provider, we help you turn the platform from a static tool to an engine for growth.

Optimize My Salesforce Investment!

Common Struggles of
In-House Salesforce Management

Once the initial implementation is complete, the responsibility of maintaining Salesforce often falls to an internal team that may be stretched thin or lack specialized expertise. This creates many hurdles that prevent you from getting maximum ROI from the platform.

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Lack of Salesforce Expertise

In many cases, businesses don’t have certified Salesforce specialists in-house. This means troubleshooting can be slow, complex configurations are avoided, and deep optimization opportunities are missed, leaving your powerful CRM underutilized.

Falling Behind on Salesforce Releases

Technical Debt & System Clutter

Constant Reactive Firefighting

Low User Adoption

High Cost of Hiring Full-Time Experts

Shift From
Reactive to Proactive

Salesforce managed services enable you to shift from a reactive, resource-constrained model to a proactive, expert-led partnership that delivers continuous value.

Instant Access to Certified Experts

Instant Access to Certified Experts

You get access to an entire team of certified administrators, experienced developers, strategic consultants, and integration specialists. You have the right expert for the right task at the right time.

Continuous Innovation & Release Management

Continuous Innovation & Release Management

Salesforce managed services provide you with a team that proactively analyzes every Salesforce release and translates new features into business value. They implement features that give you the competitive edge.

System Health Optimization

System Health Optimization

You get regular system health checks and performance monitoring. It helps you clean up technical debt, optimize slow processes, and keep the system scalable for your long-term goals.

Proactive Improvements

Proactive Improvements

A dedicated Salesforce service management team prevents all that firefighting. They provide enhancements that align with your business goals and continuously improve the platform to meet your evolving needs.

Dedicated User Support

Dedicated User Support

Your employees have an expert help desk to turn to for quick and accurate support. You get user training, documentation, and best practice guidance, which drastically improves user adoption.

Scalable Model

Scalable Model

With a flexible monthly retainer, you get a predictable operational expense that eliminates the high overhead, recruitment challenges, and uncertainty of hiring in-house specialists.

Let Navsoft Handle Everything
With Salesforce Managed Services

At Navsoft, we cover every aspect of your Salesforce journey. We provide everything you need to keep your Salesforce instance running smoothly under one roof. Here’s what we take care of:

New Feature Implementation

New Feature Implementation

We ensure your Salesforce instance evolves with your business. This involves configuring features from a new Salesforce release, rolling out a new module to a department, or installing and configuring a new AppExchange app to extend your capabilities.

System & Process Optimization

System & Process Optimization

We analyze and re-engineer inefficient workflows, optimize page layouts for better user experience, refine automation rules, and improve data models for better reporting.

Implementation Monitoring &  Maintenance

Implementation Monitoring & Maintenance

We proactively monitor the health and performance of your Salesforce implementation. Our team troubleshoots and resolves implementation errors and performs necessary maintenance to keep the system running.

Salesforce Customization

Salesforce Customization

We understand that your business needs are constantly evolving. We provide ongoing customization, which includes creating new objects, building dashboards, and refining validation rules, to adapt to your changing operational requirements.

Lightning Migration

Lightning Migration

We make migration from Salesforce Classic to Lightning easy and efficient. Our Salesforce consultants analyze your current setup, build a roadmap for migration, and implement Lightning components.

Analytics & Reporting

Analytics & Reporting

Build customized reports and dashboards that provide insights that matter to your business. Get a comprehensive overview of your business and make data-driven decisions with confidence.

Data Quality Management

Data Quality Management

We perform regular data quality checks, deduplication, and data loading tasks. Our experts keep a close eye on system performance and address any bottlenecks.

User Helpdesk

User Helpdesk

We are the dedicated point of contact for your users to get quick, expert assistance. We proactively diagnose and resolve any technical issues or bugs that arise.

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Turn Salesforce From a Cost Center to a Value Driver

Stop just maintaining your Salesforce instance and start maximizing it. A proactive managed services partnership is the key.

Partner With Navsoft!

Get Everyone on the Same Page with
Salesforce CRM Integration

As a reputed Salesforce managed service provider, our expertise extends across the entire Salesforce Customer 360 platform. We provide support for each cloud, understanding their unique functionalities and how they contribute to your business success.

Sales Cloud

Sales Cloud

  • Ongoing support to optimize sales processes
  • Refine lead and opportunity management workflows
  • Tune forecasting accuracy
  • Customize reports and dashboards for sales leadership
  • Leverage features like Einstein Activity Capture to boost productivity

Service Cloud

Service Cloud

  • Optimize case management processes
  • Refine omnichannel routing
  • Update your knowledge base
  • Configure self-service communities
  • Implement AI-powered features for smarter service

Marketing Cloud

Marketing Cloud

  • Optimize customer journeys
  • Troubleshoot campaign automation
  • Manage subscriber data and segmentation
  • Configure new integrations
  • Leverage analytics to improve marketing ROI

Data Cloud

Data Cloud

  • Expert support in managing your data streams
  • Refine your data models
  • Create insightful calculated fields
  • Troubleshoot segmentation or activation issues

Commerce Cloud

Commerce Cloud

  • Troubleshoot storefront issues
  • Manage product catalog configurations
  • Optimize promotional settings
  • Ensure the seamless flow of order and customer data

Our Approach to
Salesforce Managed Services

Having worked on hundreds of Salesforce projects, we’ve built a refined and structured process for our managed services partnerships. Here’s how it delivers consistent value and builds a strong, lasting relationship.

1

Phase 1: Comprehensive System Assessment

Our Salesforce consultants analyze your system and conduct a thorough health check to understand your current configuration, technical debt, data quality, and security posture. We understand your challenges and goals.

2

Phase 2: Strategic Roadmap Development

Based on the assessment and gap analysis, we create a strategic roadmap. It prioritizes critical bug fixes, user-requested enhancements, and proactive optimization projects, providing a clear plan of action.

3

Phase 3: Establishing a Governance Model

We define a clear engagement model, including establishing a ticketing system for support requests, defining SLAs, and setting up regular communication channels. You are assigned a dedicated Client Success Manager who acts as your primary point of contact.

4

Phase 4: Agile Execution & Continuous Delivery

Our team begins working through the backlog of support tickets and prioritized enhancement projects. We follow an agile methodology to deliver regular updates and incremental value throughout our engagement.

5

Phase 5: Proactive Monitoring

We proactively monitor your system's health, performance, API usage, and data quality. Our scheduled health checks identify and address potential issues before they affect your users.

6

Phase 6: Transparent Reporting

We conduct periodic strategic business reviews to discuss the value delivered, assess progress against the roadmap, and plan priorities for the next period. We ensure our partnership remains aligned with your evolving business strategy.

Why Choose Navsoft for
Salesforce Managed Services

Choosing a managed services partner is choosing a team to entrust with one of your most critical business assets. Navsoft stands out as an ideal partner for Salesforce services for several critical reasons:

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25+ Years of Experience

Our experience spans multiple industries and the full Salesforce Customer 360 platform. We bring industry-specific best practices and deep cross-cloud expertise on how different Salesforce clouds can work together.

Official Salesforce Partner

On-Demand Certified Experts

Focus on ROI

Transparent Communication

Flexible Engagement Models

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Does Salesforce Maintenance Feel Like a Chore?

Let us handle the day-to-day complexities so you can focus on your core business. As a Salesforce partner, we can help you get maximum value from your Salesforce instance.

Outsource to Navsoft!

Services We Offer Beyond
Salesforce Managed Services

Navsoft is your dedicated digital transformation partner. While our Salesforce Managed Services are designed for ongoing success, we also offer a range of project-based Salesforce services to meet your larger enterprise needs:

Salesforce Consulting Services

Salesforce Consulting Services

Let our Salesforce consultants help you create a strategic roadmap to adoption and guide you on your digital transformation journey.

Salesforce Implementation

Salesforce Implementation

Implement Salesforce across your organization and configure its clouds for the best fit. Build deeper customer relationships with a successful CRM implementation.

Salesforce Reimplementation

Salesforce Reimplementation

Not receiving the value you expected from your Salesforce implementation? Let us analyze it and reimplement Salesforce to get the right fit.

Salesforce Integration Services

Salesforce Integration Services

Our experts will integrate Salesforce with other business applications. Ensure data consistency and improve overall system efficiency.

Salesforce Customization

Salesforce Customization

Customize Salesforce’s user interface, workflows, and reports to your requirements. Configure Salesforce with custom fields and integrate it with other systems.

AI & Analytics

AI & Analytics

Let us help you leverage the power of data and artificial intelligence across Salesforce and your enterprise applications.

Navsoft Case Study

Integrated Salesforce Solution for a Global Mattress Retailer.

Explore how Navsoft integrated the Salesforce CRM, Service Cloud & OMS with Business Central to create a seamless order flow from all sales channels for a leading Global Mattress retailer.

View Case Study View Case Study

What Our Clients
Have to Say for Us?

Check how our custom software solutions have helped businesses achieve their strategic goals. Our technology consulting, development, and software outsourcing services have enabled companies to navigate the complexities of digitalisation.

Frequently Asked Questions

How does Navsoft ensure data security and privacy?
How do you measure the ROI of Salesforce managed services?
Can Navsoft help us if our Salesforce instance is heavily customized?
How does Navsoft stay updated with the latest Salesforce technologies?
What happens if a critical issue arises outside of business hours?
Can Navsoft assist with data migration from legacy systems into Salesforce?
Can Navsoft help us strategize for future Salesforce expansions?
How does Navsoft handle major Salesforce releases that occur three times a year?
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Use Salesforce the Way It’s Meant to Be

Don’t let maintenance prevent you from using Salesforce to its fullest potential. As a Salesforce managed service provider, we’ll deliver the expert guidance, support, and strategic insight you need to get maximum value from the system.

Partner With Navsoft!

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Execution For 800+ Clients

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