Salesforce Managed Services for Virtana

Headquarters: Palo Alto, California
Industry: High-tech, digital infrastructure management
Employees: 150+ worldwide

Managed Services Sales Cloud

The Challenge

Key challenges we addressed

Out-Of-Date Features

A legacy org started in 2011 containing many outdated features and code no longer in use. A long backlog of new items that required implementation.

Support Improvement

A long Salesforce support ticket resolution time and a long list of issues to look after needed immediate attention.

Wide Range of Expertise

A need for many different Salesforce skills delivered at once — admins, developers, architects, and consultants across CPQ, Sales Cloud, reporting, dashboards, and integrations.

User Resistance

Low user adoption caused by issues with the current solution — sales employees preferred to use Excel rather than Salesforce.

The Solution

Comprehensive Managed Services Partnership

Together with Virtana’s team, we built a strong relationship based on trust and common standards. We focused on support ticket resolution time and managing day-to-day Salesforce operations.

We cleaned up the org and prepared it for future development by implementing CI/CD processes, coding standards, and prioritised task management to ensure stable growth and increased user adoption.

Initial Audit

A comprehensive audit of the current org state including security settings, critical updates, license overview and usage, user adoption analysis to understand which users don’t log in and why, and many others.

Basic Improvements

In parallel, we dealt with the most severe bugs and urgent configuration needs such as reports and dashboards. After the first few months, the org was ready for new development and integrations.

Implementing Best Practices

We implemented a stable CI/CD process and coding standards to ensure all new functionalities would be done according to the industry’s best practices.

Prioritised Task Assignment

Working closely with the operations team to ensure everything is prioritised and we focus on the most important tasks first for maximum impact.

Initial Audit

Basic Improvements

In parallel, we dealt with the most severe bugs and urgent configuration needs such as reports and dashboards. After the first few months, the org was ready for new development and integrations.

Implementing Best Practices

We implemented a stable CI/CD process and coding standards to ensure all new functionalities would be done according to the industry’s best practices.

Prioritised Task Assignment

Working closely with the operations team to ensure everything is prioritised and we focus on the most important tasks first for maximum impact.

Is this for you?

Your company may benefit from this solution

Org Audit & Health Check

You would like an audit and health check of your existing org to see if you are up-to-date with all the newest security and implementation standards.

Access to Skilled Experts

You want to get access to skilled individuals, but you don’t want to spend time and money to look for them on your own.

Day-to-Day Operations Support

You have an existing Salesforce org and are looking for a trustworthy team to support your day-to-day operations and become almost your internal IT.

Data & Integration Support

You need someone to support you with data fixes, clean-ups, uploads, migrations, and to improve, fix, or extend your current integrations.

Responsive IT Team

A reliable team that can react fast, acting like an internal IT department to bring stability and increase user satisfaction across the organisation.

Business Plan for Growth

Creation of a business continuity plan with short-, mid-, and long-term priorities to ensure stable growth and increase user adoption.

Prioritised Maintenance

Strong focus on current maintenance and bug fixing, preparing the org for future development with clean code and stable infrastructure.

Responsive IT Team

A reliable team that can react fast, acting like an internal IT department to bring stability and increase user satisfaction across the organisation.

Business Plan for Growth

Creation of a business continuity plan with short-, mid-, and long-term priorities to ensure stable growth and increase user adoption.

Prioritised Maintenance

Strong focus on current maintenance and bug fixing, preparing the org for future development with clean code and stable infrastructure.

Testimonials

What they say about us

Nothing short of amazing

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 optimized for our business needs.

Eva Karnaukh VP, Business Operations, Virtana