Dedicated Salesforce Expertise On Demand
Your team shouldn’t have to choose between fixing bugs and building new features. We provide ongoing Salesforce support that handles both: resolving issues quickly, implementing enhancements, and optimizing your platform so it runs smoothly and scales with your growth.
Dedicated support team for bug fixes, troubleshooting, user questions, configuration changes, and technical issues with response times based on priority levels.
Platform optimization including workflow improvements, automation enhancements, data quality management, performance tuning, and technical debt reduction.
Feature development and enhancements to extend functionality, add integrations, build custom solutions, and deploy new capabilities as your business evolves.
Quarterly Planning & Backlog Management
Business priorities shift. Our Salesforce managed services include quarterly planning sessions where we work with your team to refine your roadmap, prioritize the backlog, and ensure your Salesforce investment stays aligned with what matters most.
Quarterly business reviews with executive stakeholders to assess platform performance, review adoption metrics, and align on strategic priorities for the next cycle.
Backlog prioritization and sprint planning to balance quick wins with long-term initiatives, manage technical debt, and allocate resources effectively.
ROI tracking and optimization recommendations based on actual usage data, business outcomes, and emerging opportunities to drive more value from your Salesforce investment.
AI & Platform Monitoring With Proactive Governance
AI models degrade over time: integrations break, data quality slips. We monitor your Salesforce environment proactively—tracking AI model performance, integration health, data quality metrics, and system performance—so issues get resolved before they impact your users.
AI model monitoring and retraining to track prediction accuracy, identify model drift, retrain with updated data, and ensure AI continues delivering accurate forecasts and recommendations.
Integration health monitoring for real-time data flows between Salesforce and ERP, SIS, marketing platforms, and data warehouses with automated alerts when connections fail.
Platform governance including data quality audits, security reviews, compliance checks, user access management, and proactive recommendations to prevent issues before they occur.
ImpactPath Managed Services Operating Model
Ongoing, capacity-based support with structured governance and continuous improvement
Featured Client Story: Turning Point Brands
Building a Scalable, Data-Driven Field Sales Operation
Turning Point Brands partnered with Jax to modernize its legacy Salesforce environment and empower more than 200 field reps with faster, smarter, and more reliable tools. By replacing rigid offline systems, building a Snowflake-powered data foundation, and delivering actionable analytics directly into daily workflows, Jax reduced reporting cycles by 35%, cut manual maintenance by 60%, and accelerated rep onboarding—creating a scalable 360° data platform to fuel future growth.
Salesforce Managed Services FAQs
What’s included in Salesforce managed services?
Managed services include ongoing support for bug fixes and troubleshooting, platform optimization and enhancements, quarterly planning and backlog management, AI model monitoring and retraining, integration health monitoring, and executive-level escalation. We tailor the scope to your needs; some clients need full-time dedicated resources, others need part-time strategic guidance.
How is managed services different from project-based work?
Projects have a defined start and end date with specific deliverables. Managed services is an ongoing partnership (typically annual or multi-year contracts) where we provide continuous support, optimization, and strategic guidance. You get dedicated resources who know your environment deeply and can respond quickly when you need changes.
Do we need to commit to a long-term contract?
Most managed services engagements are annual contracts with quarterly planning cycles. This ensures continuity, allows us to build deep knowledge of your environment, and gives you predictable monthly costs. We can structure engagements based on your needs. Some clients prefer year-to-year renewals, while others commit to multi-year partnerships.
What if we already have an internal Salesforce admin?
Great! We work alongside your internal team to provide additional capacity, specialized expertise, or strategic guidance. Many clients have admins who handle day-to-day user support while we focus on complex development, integrations, AI optimization, or quarterly planning. We complement your internal resources rather than replacing them.
How quickly can you respond when we need support?
Response times depend on priority levels. Critical issues (platform down, major functionality broken) get same-day response. High-priority requests (blocking business operations) get 24-48 hour response. Standard requests (enhancements, optimizations) are handled based on quarterly planning priorities. We provide transparent SLAs as part of every managed services agreement.
Can managed services cover multiple Salesforce clouds and products?
Yes. We support multi-cloud environments including Sales Cloud, Service Cloud, Marketing Cloud, Education Cloud, Nonprofit Cloud, Consumer Goods Cloud, Data Cloud, Experience Cloud, and Agentforce. We also monitor integrations with external systems like ERP, SIS, and data warehouses. One team handles your entire Salesforce ecosystem.
Jax Insights
Turning Point Brands – Building a Scalable, Data-Driven Field Sales Operation
Christian Care Ministry – Experience Cloud Redesign/Build
Big Picture Learning – Intent-Driven Internship Discovery with Agentic AI
Antioch University – Predictive Engagement and Personalization Drive Enrollment Growth
Focus on the Family – Scaling Mission Impact Through Personalized Digital Experiences
Lifeway – Rapid Implementation Unlocks Platform Value Across Departments
Let’s Talk About
Your Salesforce Goals
We’re here to help you navigate your Salesforce journey with ease. Tell us about your needs and we’ll follow up to schedule a free consultation.
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