Managed Services for CRM

Attain Partners’ Managed Services for CRM is a suite of services designed to evolve and maximize the benefits of your Salesforce solution. Whether your needs are systems administration, solution enhancements, or full digital transformation, our service offerings provide you access to a dedicated team of experts with the consultative and delivery skills needed to achieve organizational success.

You will benefit from and have access to:

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Support and Maintenance

Maximize your Salesforce solution and investment by extending your team.

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Ongoing
Innovation

Capture the benefits of Salesforce’s enhancements and capabilities.

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Designated Team and Hours

Tailor the team to work for your needs and budget.

Three user heads next to each other
Skilled Salesforce and Industry Experts

Access an extensive roster of specialists—with 300+ certifications and 1,000+ projects completed—to address your unique needs.

The Value of Managed Services for CRM

Together, we will determine the appropriate service offering needed to address your administrative, innovation, and sustainment needs. You will work with a dedicated team of Attain Partners full-time employees (no outsourcing!).

User
Administration
  • User Adds/Removals
  • User Questions
  • Profile Management
  • New User Training
  • Permission Sets
Platform
Management
  • Data Management
  • Error Resolution
  • Architectural Advice
  • Release Management
  • Marketing Cloud/Pardot
Red and blue rectangles on browser window
System
Enhancements
  • Object & Field Creation
  • Reports & Dashboards
  • Automations
  • Development Tasks
  • Data Imports
Your
Unique Needs
  • Technical Guidance
    & Advisory Services
  • Other Custom
    Backlog Items

Your Managed Services Team

As a Managed Services client, you’ll have access to the following roles and resources to address a variety of needs. Our standard services include the following roles:

Role

Sample Services & Solutions Provided

Solution
Delivery
Manager

Support Triage

Billing & Plan Management

Work Assessment

Team Support & Education

Salesforce
Administrator

User Administration & Security

Analytics

User Support

Integration & Migration Support

Marketing
Specialist

Engagement Studio & Marketing Cloud SMS

Strategic Services

Email Administration & Support

Subscriber & Deliverability
Governance

Solution
Architect

Release & Environment
Management

Customer Relationship Management (CRM) & System Strategy

Solution Design & Requirements Development

Data Governance

Developer

Apex Development

Lightning Development

Advanced Automation

Advanced Integration & Migration Support

WHAT CLIENTS SAY
FINE ARTS MUSEUMS OF SAN FRANSISCO
WHAT CLIENTS SAY
UNIVERSITY OF VIRGINIA, DARDEN SCHOOL FOUNDATION
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“I have really enjoyed working with Attain Partners’ new Managed Services team. We don’t have an in-house Salesforce Administrator, so it’s comforting to know that when something goes wrong, or there’s new updates that might interfere with our environment, I can call my Managed Services team and trust that they are on top of things! They’ve also become very familiar with our Salesforce environment, and have made numerous recommendations for improvements and making our system more efficient. Plus, they are fun to work with!”

FINE ARTS MUSEUMS OF SAN FRANSISCO
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“Attain Partners’ Managed Services [team] is enabling University of Virginia, Darden School Foundation Executive Education and Lifelong Learning to increase our sales velocity with a unified seller experience, preparing for growth while helping us remain flexible for future change with one, integrated platform.”

UNIVERSITY OF VIRGINIA, DARDEN SCHOOL FOUNDATION
Embarking on a Salesforce implementation is no small feat, especially when tasked with transitioning clients from legacy platforms. Attain Partners recently collaborated with the Michigan Small Business Development Center (Michigan SBDC) to implement Salesforce migrating all existing data and developing new processes and workflows for the organization. In this post, hear from Maury Davis, a […]
Salesforce lives at the core of Attain Partners’ technology suite of services What is AttainPlus Managed Services? Leveraging Attain Partners’ deep Salesforce expertise, AttainPlus is a support and maintenance program that allows you to evolve and maximize the benefits of your Salesforce solution without carrying a full-time staff person. During an engagement with AttainPlus, our […]
In part one of our AttainPlus Client Success Series, we explored our work with the Fine Arts Museums of San Francisco, where Attain Partners acted as their Salesforce Administrator, restoring trust and confidence in the system’s data and supporting ongoing systems maintenance and updates. In part two, we detailed how Attain Partners’ Managed Services team […]
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You’re making the world a better place—and we want to help. Discover how AttainPlus can support your mission and streamline your operations. Contact our team to get started.

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