Managed Salesforce support from the team that already knows your org
Salesforce managed services are an ongoing retainer engagement — dedicated monthly capacity for enhancements, admin work, troubleshooting, and quarterly strategy — rather than a one-time project. It picks up once an org is live, with the same senior team that built or audited it, not a rotating support queue.
Talk about your project →What's included
- Dedicated monthly hours for enhancements and admin requests
- Ongoing Flow, automation, and security maintenance
- Quarterly architecture and roadmap review
- Direct access to the person doing the work, not a ticketing layer
Common questions
What's included in a Salesforce managed services retainer?
Dedicated monthly capacity for enhancements, admin requests, automation maintenance, and a quarterly strategy review — the same scope as a project engagement, sized as ongoing capacity instead of a fixed deliverable.
Can I move from a project engagement to a retainer?
Yes. Most CRM Unity clients start with a project, an implementation or an org audit, and move to a retainer once the org is live and stable, since the team already knows the org by that point.