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Salesforce’s annual revenue hit $34 billion in fiscal year 2024, making it the lifeblood of industry-specific managed services that change how businesses operate and connect with customers. The platform stands out as the world’s #1 AI Customer Relationship Management (CRM) solution that helps organisations simplify operations, improve customer interactions, and drive sales.
But many businesses don’t deal very well with maximising their Salesforce investment because they lack the right internal skills. Research from Mason Frank International shows this challenge tops the list of problems organisations face during implementation:

43% of organisations surveyed encountered implementation challenges stemming from a lack of internal skills, Mason Frank International, Salesforce Implementation

So, why are Salesforce managed services such a big deal? These specialised services prevent workflow interruptions and revenue disruptions by spotting and fixing potential risks before they become major problems. Businesses that partner with a Salesforce managed services provider see remarkable benefits they:

  • optimise operations,
  • strengthen security protocols,
  • and build better customer relationships.
A triangular graphic illustrating Salesforce Managed Services benefits: optimize operations, build customer relationships, and strengthen security.

These services offer genuine value to businesses of all sizes.

Why Does Your Business Need Salesforce Managed Services?

Managing a complex Salesforce environment needs specialised knowledge and constant attention. Companies now turn to industry-specific Salesforce managed services to get the most from their CRM investment and reduce strain on internal resources.

Salesforce Expertise for Complex Environments

Companies face the following challenge: 87% either have or expect skill gaps in the next three years. Salesforce managed services providers step in to fill these gaps. They give companies access to certified experts who know Salesforce products of all types. This beats keeping an expensive internal team with limited know-how. Companies get developers, administrators, and consultants with the right skills whenever they need them.

24/7 Assistance and Incident Resolution

System problems rarely happen during office hours. A Salesforce managed services provider watches and supports your system round-the-clock. Your critical business functions never stay down for long. Dedicated teams spot and fix potential problems before they affect your operations. This helps maintain business continuity and keeps customer trust intact.

Set Up Strategies for Fast Deployment

Expert teams create Salesforce solutions that match your business goals. They use proven methods to speed up deployment while setting everything up right from the start. This smart approach stops common problems like business disruptions or changes that cause system failures. Professional deployment plans include sandbox environments, change set verification, and perfectly timed implementations.

Operational Support for Ongoing Optimisation

Managed services do more than just set things up. They keep your system running smoothly through constant monitoring, updates, and data quality checks. Your Salesforce instance stays efficient while getting new features as they roll out. System checks catch bottlenecks early, and regular data cleaning keeps everything accurate and compliant with governance rules.

Broad Range of Services from One Provider

Working with a Salesforce managed services partner means you won’t need multiple vendors. These providers typically offer:

  • User management and troubleshooting support
  • Administration and application management
  • Release and change management
  • Development and integration capabilities
  • Reporting and dashboard creation

This united approach makes communication easier and holds one team accountable for your entire Salesforce ecosystem.

Agile Approach to Evolving Business Needs

Business needs change, and an agile approach helps you adapt quickly. Managed services let organisations adjust their Salesforce environment based on current needs without being tied to a fixed internal team. Teams can respond to changes in business processes or user needs through step-by-step development and regular feedback. This ensures your solution stays aligned with your changing goals.

What’s available in our Salesforce Managed Services?

Managed service offerings include several core areas that work together to ensure the Salesforce platform performs at its best. These services meet both current operational needs and future strategic goals.

Support Services: User Management and Troubleshooting

Support services form the foundation of managed services. Service providers offer smooth operations and comprehensive 1st, 2nd, and 3rd line support tailored to each client’s particular business requirements. Whether full coverage or assistance at any level is required, the expert team is on hand to help. They identify root causes and resolve issues to minimise system downtime.

Administration and Application Management Tasks

Dedicated Salesforce managed service providers take care of daily administration tasks that keep the system healthy. They run regular system backups, clean data to remove duplicates, optimise storage, and maintain field configurations. The team schedules automated retrievals for security audits and compliance checks. This becomes vital when enterprises have multiple users making daily changes.

Release and Change Management for New Features

Salesforce Managed Services incorporate robust release management to ensure the seamless and reliable deployment of updates. Clients benefit from scheduled release planning (typically 14–90 days in advance) and dedicated development environments for early testing and verification, and a variety of specialised tools (Gearset, Copado, Flosum, and Blue Canvas) to automate and orchestrate deployments.

Development and System Integration Capabilities

As part of the Salesforce Managed Services, development and system integration capabilities are built on years of proven success in complex enterprise environments. Unlike many offshore MSPs that compete primarily on low cost, we deliver lasting business value through scalable solutions that connect Salesforce seamlessly with ERP, Supply Chain, HR, and other mission-critical systems using a mature, methodical integration approach.

Reports and Dashboards for Business Insights

Reports transform raw data into actionable business intelligence, while our experts create custom dashboards tailored to each user persona. Designed for speed and relevance, these dashboards highlight the key metrics that decision-makers need to act with confidence.

Visual representation of Salesforce Managed Services, highlighting key areas: Support Services, Reports, Change Management, Integration, and Administration.

Industry-Specific Salesforce Managed Service Provided by Think Beyond

The Think Beyond team has been nothing short of amazing when it comes to delivering continuous Salesforce support. I am constantly impressed by their responsiveness, expertise, and attention to detail. They have gone above and beyond to ensure that our Salesforce instance is optimised for our business needs. — Eva Karnaukh, VP, Business Operations at Virtana

Different industries have achieved real results with Salesforce managed services, which offer unique benefits tailored to each sector’s requirements.

High-Tech: Focus on CPQ and CTI Solutions

Salesforce managed services give Virtana the stability and user satisfaction necessary for long-term B2B sales success by emphasising responsive support, business continuity, specialised CPQ assistance, and a reliable CTI solution:

  • Virtana benefits from dedicated 2nd and 3rd line Salesforce support, delivered by a team that reacts quickly to issues and acts as an extension of the internal IT department. This approach brings operational continuity, minimises downtime, and significantly increases user satisfaction by ensuring that both routine and complex problems are resolved efficiently.
  • Managed services guarantee uninterrupted business operations for B2B sales processes. By creating and executing a comprehensive business continuity plan—with clear short-, mid-, and long-term priorities—the managed services team ensures stable growth and drives higher user adoption.
  • Ongoing support for the CPQ area ensures that Virtana’s sales teams can generate accurate, tailored quotes quickly and efficiently. Managed services include regular updates to product catalogues, pricing models, and approval workflows, as well as user training to maximise adoption and productivity within the CPQ system.
  • The implementation and continuous improvement of a CTI solution allows seamless integration between Salesforce and telephony systems. This enables features like click-to-dial, automatic call logging, and real-time access to customer data, supporting a superior user experience for both sales and support teams.

Energy Sector: CPQ and Broker Portal for B2B Energy Sales

For an energy provider, Salesforce managed services can deliver significant value by supporting and optimising both CPQ (Configure, Price, Quote) and Broker Portal solutions:

  • Ongoing updates and optimisation of the comprehensive product catalogue, including support for multiple tariffs, regulatory requirements (such as ETS), and time-based product validity.
  • Continuous development and refinement of the custom CPQ engine, enabling complex quoting for multiple metric points and locations. This includes metric point conflict management and integration of new business logic as energy products and regulations evolve.
  • Integration of pricing engines and risk assessment tools to accelerate business risk evaluation during the sales process, ensuring accurate and competitive offers.
  • Onboarding and continuous training for brokers and internal users to maximise adoption and proper use of the portal’s features, including offer creation, document management, and communication tools.
  • Enhancements to the broker portal to support evolving business models, integration with external systems (such as market data providers), and alignment with new product offerings or regulatory changes.

Higher Education: Student Lifecycle Automation

Salesforce managed services play a transformative role in modernising student services at universities. The collaboration between Think Beyond and SWPS University demonstrates how expertly managed Salesforce solutions ensure operational continuity across critical touchpoints.

  • CTI for Student Affairs Centres:
    • Staff can make and receive calls directly within Salesforce, with instant access to student records and history, allowing for personalised and informed support.
    • Every interaction is automatically recorded, ensuring complete and accurate documentation of student cases.
    • Calls are routed to the right advisor or department based on predefined criteria, reducing wait times and improving service quality.
  • Handling Student Inquiries and Applications
    • Student questions submitted via web forms, email, phone, or social media are automatically converted into cases and routed to the appropriate staff for resolution.
    • Routine tasks, such as sending acknowledgements or status updates, are automated, freeing up staff to focus on complex cases.
    • Students can track their application status, submit documents, and access FAQs, reducing the burden on administrative staff and improving transparency.
  • Issuance of Student Certificates with Qualified Electronic Signature
    • Certificates are issued and signed electronically using qualified signatures, ensuring legal validity and compliance with eIDAS regulations.
    • Students can request and receive signed documents online, eliminating the need for in-person visits.
    • Signed documents are securely stored within Salesforce, with options for legally compliant electronic archiving.
  • Appointment Scheduling with Advisors and Queueing System Integration
    • Students can book appointments with advisors based on real-time availability directly from the university portal or mobile app.
    • Integration with queueing systems ensures fair and transparent appointment allocation, minimising wait times and optimising resource utilisation.
    • Students and staff receive reminders and updates, reducing no-shows and ensuring smooth operations.

Nonprofits: Providing Ad Hoc Support

Salesforce managed services offer nonprofit organisations flexible, expert support that is tailored to their unique operational needs and resource constraints. Here’s how managed services can address common requirements for nonprofits:

  • These services help nonprofits correct data inconsistencies, duplicate records, and incomplete information, ensuring a reliable database for donor management, volunteer tracking, and program outcomes.
  • Experts can design and troubleshoot reports to provide clear insights into fundraising, engagement, and impact metrics, supporting transparent reporting to stakeholders and grant providers.
  • Managed services can automate repetitive processes such as donation acknowledgements, volunteer onboarding, or event registrations, freeing up staff time for mission-critical work.
  • Managed services connect Salesforce with email marketing tools (like Mailchimp or Constant Contact), enabling targeted outreach and automated campaign tracking.
  • Integration with platforms such as Classy, PayPal, or Stripe allows for seamless donation processing, real-time updates to donor records, and consolidated financial reporting.

What Makes Think Beyond the Right Managed Services Partner for You?

Whether you require a single certified expert to fill a skills gap, a dedicated team to manage your entire Salesforce environment, or on-demand ad hoc support for time-critical issues, Think Beyond delivers scalable solutions that fit your business.

Their approach ensures you get the right level of expertise—when and how you need it—without the overhead of hiring full-time staff. With a proven track record of technical excellence, high client satisfaction, and deep Salesforce certification, Think Beyond empowers organisations to maximise their Salesforce investment, streamline operations, and achieve lasting results.

Infographic highlighting key metrics: 8% pass rate for candidates, 60+ experts, 100+ projects, 300+ Salesforce certificates, 4.95 CSAT score.

Salesforce managed services mean more than technical support. And a good MSP partner becomes a strategic ally. Look at the numbers that show how strong Think Beyond is:

  • Rigorous hiring standards are reflected in their 8% technical interview pass rate. This means only the top candidates—those with proven expertise and problem-solving skills—join their team. For clients, this translates to working with highly skilled professionals who can tackle complex Salesforce challenges and deliver superior results.
  • With a 4.95 CSAT score on AppExchange, Think Beyond consistently earns near-perfect ratings from its clients. This high customer satisfaction score demonstrates the company’s commitment to responsiveness, quality service, and lasting partnerships.
  • The team holds 280+ Salesforce certificates, showcasing a breadth and depth of knowledge across the Salesforce ecosystem. This extensive certification portfolio ensures that clients benefit from the latest best practices, advanced technical capabilities, and up-to-date platform knowledge.

These numbers highlight why Think Beyond stands out as the best managed services partner: a team of top-tier experts, a proven record of client satisfaction, and unmatched Salesforce credentials—all focused on driving your business success.

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