Managed Services

Discover the Power of

Salesforce Managed Services

When it comes to monitoring, managing, or extending your Salesforce platform and related technology investments, our expert team is here to provide unwavering support. With our Salesforce Managed Services, you can unlock the full potential of your Salesforce environment and drive unparalleled success for your business. We understand the complexities of Salesforce and are confident in our ability to empower your team with tailored solutions and strategic guidance. Let us be your trusted partner in elevating your Salesforce experience to new heights.

Where Does Managed Services Fit in

Your Technology Management Roadmap

Is your organization leveraging the full potential of Salesforce? As your business grows and evolves, so do the demands on your Salesforce platform. While Salesforce offers robust features and capabilities, managing and optimizing the platform requires continuous attention, expertise, and strategic planning. At some point in your Salesforce journey, you may find yourself facing common challenges such as:

  • Resource Constraints: Your internal team might be stretched thin, juggling multiple responsibilities, impacting their ability to focus on Salesforce monitoring, maintenance, and strategic enhancements. Additionally, you may lack the proper admin or administration team to support the system following a major product launch or during particularly intense periods.

  • Complex Customization Needs: As your business processes evolve, customizing Salesforce to align with your unique needs can become intricate and time-consuming, requiring specialized expertise.

  • Proactive Monitoring Needs: Regularly monitoring your Salesforce environment to identify potential issues and ensure optimal performance may be challenging without dedicated resources.

  • Staying Up-to-Date on Technology Trends: Keeping up with Salesforce updates, best practices, and industry trends demands ongoing commitment, which may divert your team’s attention from core business functions and key projects.

  • Data Security and Compliance: Managing data integrity, privacy, and compliance measures is crucial but can be complex and resource-intensive.

  • Scaling and Growth: As your organization expands, your Salesforce platform must scale and adapt to accommodate increased user volumes and changing business requirements. Whether your organization is growing organically or as a result of M&A activity, your environment needs to keep up with changes to the business, revenue model and product offerings, and business process optimization.

These challenges can hinder your ability to harness the full power of Salesforce, impacting user experience, productivity, and, ultimately, your business success. This is where Salesforce Managed Services can be a game-changer for your organization. By partnering with a team of certified Salesforce experts, you can offload the day-to-day management of your Salesforce platform and benefit from proactive, strategic, and tailored solutions to meet your evolving needs.

V2’s Unique Program Offerings for

Salesforce Managed Services

After years of working with customers in various stages of their Salesforce journey, we have come to know what customers need most and what service delivery models work best. As a result, V2 has designed three distinct Managed Services programs to meet clients where they are at. We go the extra mile by offering comprehensive solutions that help supercharge clients, whether it be helping them augment their existing teams, backfill for an admin, accelerate backlog initiatives, or bridge gaps during particularly intense work periods. V2 has created three custom programs to help address top customer needs when it comes to Managed Services:

V2’s Agile Staff Augmentation Services

In the fast-paced business world, we know that finding the right talent, at the right time, can be a challenge. That’s where partnering with a diverse skill set provider comes in. Picture this scenario: your team is hard at work on a major Salesforce transformation project, handling design, coding, integration, and analytics updates. While your internal resources can manage most of the workload, you might need more specific expertise for certain aspects of the project. Enter V2’s Agile Staff Augmentation Services, a flexible offering, as part of our Managed Services model. Rather than outsourcing an entire project, you can seamlessly integrate the right types of experts into your existing team, no need to go through the tedious process of hiring externally. Our team of architects, consultants, analysts, developers, Cloud specialists, QA experts, and more is at your disposal. Our agile approach ensures that you can tap into a team, not just an individual, and only pay for the capabilities you need precisely when you need them—no more unnecessary overhead of staffing an entire team. With V2 as your partner, our joint teams become a powerhouse, ready to take on any challenge that comes your way.

V2’s Outsourced Administration Services

In the dynamic world of Salesforce, every customer reaches a point where evaluating their administration needs becomes crucial. You may have just launched a new instance of Sales or Service Cloud and you now realize the level of post-launch maintenance will require a dedicated resource. Or, you had a skilled administrator in place, but due to unforeseen circumstances, you’re left without one, requiring a bridge strategy as you contemplate long-term solutions. Enter V2’s Outsourced Administration Services, the perfect solution to keep your Salesforce journey on track. Our team of certified, trained, and highly experienced admins is ready to handle everything from day-to-day maintenance to managing security, setting up new users, and implementing bug fixes. They’ll also make incremental updates based on your enhancement requests and create insightful reports to support your business needs. Think of them as your internal Salesforce gurus, guiding you through every aspect of your instance. With outsourced administration, you can focus on what truly matters while unlocking the full potential of your Salesforce investment.

Examples of Outsourced Administration Services:

  • Day-to-Day Maintenance
  • New User Setup & User Deprecation
  • Security Setting Management & Maintenance
  • Bug Fixes & Lite Enhancements
  • Lite Data Cleansing Support


  • Report & Dashboard Creation & Maintenance
  • End User Question & Enhancement Request Handling
  • Lite Training & Documentation Services
  • Proactive Monitoring & Innovation Recommendations

V2’s Backlog Support Services

Launching a new platform is just the beginning of your journey toward success. As you progress, a backlog of future state enhancements inevitably builds up over time, and how you address items on the backlog may directly determine your longer-term stakeholder support, user adoption, and, overall, the return on your Salesforce investment. Don’t worry; you’re not alone. Many Salesforce customers face the challenge of managing their backlog effectively. Backlog work may involve handling various tasks such as design, configuration, coding, integration updates, reporting, documentation, training, and more. But fear not; there’s a way to master this process and unlock Salesforce’s full potential. Enlisting the help of a dedicated team can be a game-changer. V2 offers Backlog Support Services for these purposes. We staff experts who can tackle your backlog efficiently, delivering results faster and driving your business towards thriving on Salesforce. With the right approach to managing your backlog, you’ll pave the way for a seamless Salesforce journey that ensures success, user satisfaction, and a rewarding return on your investment.

The Benefits of

Salesforce Managed Services

Discover the powerful advantages that Salesforce Managed Services can bring to your organization, such as: 

Focus on Core Business Priorities: Free up your internal team to focus on core business functions. At the same time, our experts handle the intricacies of Salesforce management and optimization.

Maximize ROI: Ensure your Salesforce investment yields optimal returns by leveraging industry best practices and innovative solutions tailored to your business goals.

Improve Stakeholder & User Satisfaction: Keep your stakeholders and users satisfied and productive with a seamless Salesforce experience supported by ongoing training and reliable technical support.

Enhance Security and Compliance: Rest easy knowing that your data is safe, with robust security measures and compliance protocols in place.

Stay Ahead of the Curve: Our team stays up-to-date with the latest Salesforce features and trends, enabling you to leverage cutting-edge capabilities for a competitive advantage.

Salesforce Managed Services is the key to unlocking the full potential of Salesforce for your organization. Let our team of experts be your trusted partner in driving Salesforce success and achieving your business objectives with confidence. 

Strategic & Flexible Support

Unlock the Full Power of Salesforce with Specialized Managed Services

At V2, we take Managed Services to a new level, delivering far more than generic support. As a trusted partner, we provide exclusive access to a cross-functional dream team comprising top-notch architects, consultants, technical consultants, analysts, developers, QA specialists, and industry SMEs, all specializing in Salesforce solutions. This powerhouse team is fully equipped to cover every aspect of your Salesforce journey, from design and configuration to data management, integration, coding, process enhancement, training, adoption, and seamless change management. The best part? You get all this expertise at your fingertips without the burden of hiring additional staff.

Why Choose V2 for Your Salesforce Managed Services?

1. Industry-Specific Prowess: Leverage our deep industry insights across Media, Communications, Retail, and other industries to transform your Salesforce platform into a competitive advantage that speaks directly to your business objectives.

2. Comprehensive Cloud Optimization: Benefit from our extensive experience across a diverse range of Salesforce Clouds, including Sales Cloud, Service Cloud, Marketing Cloud, Revenue Cloud, Comms Cloud, Media Cloud, Tableau, Mulesoft, and more, ensuring that every aspect of your Salesforce ecosystem is optimized to drive unparalleled results.

3. Cross-Functional Excellence: Tap into the collective brilliance of our cross-functional team, where each expert brings their unique skills to the table, ensuring a holistic approach to Salesforce success.

4. Flexible Solutions for Managed Services: No matter the scope of your needs, we tailor our programs to match your unique requirements, offering flexibility and scalability for a seamless partnership. Whether you are looking for Agile Staff Augmentation Services, Outsourced Administration Services in full or partial capacities, or Backlog Support Services.

5. Transparent Workload Management: Stay informed, updated and in control with transparent workload management and comprehensive executive reports, ensuring that projects are on track and aligned with your strategic goals.

6. Collaborative Progress: We foster true collaboration through quarterly business reviews, providing a platform for joint progress and aligning strategies for lasting success.

7. Executive Sponsorship: Experience the dedication of consistent executive sponsorship at V2, where every client, regardless of project size, receives the utmost attention and support.

8. Sprint-Ready Delivery: Embrace efficiency with our agile approach, delivering work in sprints that prioritize quick wins and tangible results.

9. Fair & Reasonable Approach: Count on us to cater to your specific needs in a fair and reasonable manner. We will work with you to determine the best way to support your team and can offer flexibility that other partners cannot-as a global boutique, we can adapt to various time zones and offer support for on-demand requests with tailored Service Level Agreements (SLAs).

10. Transparent Progress Reports: Stay updated with comprehensive executive reports, ensuring you are always well-informed about project progress and achievements.

11. One-Stop Shop for Salesforce Needs: In addition to Managed Services, V2 also provides Transformation Advisory and Implementation Services for Salesforce customers. When you work with V2 in a Managed Services capacity, we are highly equipped to help with your next consulting or technology project and can oftentimes align similar resources to cut down on knowledge transfer and ensure efficient delivery on all of your Salesforce needs.

With V2’s Salesforce Managed Services, you gain more than just another vendor, you gain a dedicated partner and team of experts committed to driving your Salesforce success to unparalleled heights. Let us be your catalyst for transformation and growth.

Proven Partners. Trusted Advisors. Beyond Consulting

V2 Strategic Advisors is a leading Salesforce managed services firm that provides expert guidance and support to businesses of all sizes. With our deep knowledge and proven track record, we help our clients maximize the potential of their Salesforce investments.

Our services include: – Agile Staff Augmentation Services – Outsource Administration Services – Backlog Support Services

As a Salesforce Crest Partner, we have a proven track record of success in helping businesses get the most out of Salesforce. Our consultants are Salesforce certified and have extensive experience in a variety of industries.

If you are looking for a Salesforce managed services partner that can help you maximize your ROI on Salesforce, Contact us today and learn more about our Salesforce Managed Services offerings.

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