Managed Services
What are Salesforce managed services?
A structured, ongoing engagement that replaces reactive support with a dedicated team who already knows your org and delivers work continuously.
We cover day-to-day configuration and data management through to release management, integrations, and strategic planning. We stay involved long enough to know your platform inside out.
Who is it for?
Managed services works best if most of these apply:
- Active Salesforce environment post go-live
- More Salesforce work than your internal team can handle
- No dedicated in-house Salesforce team, or a small one
- Growing, scaling, or going through change
- You want proactive support, not just break-fix
Focus, Flexibility, and Future-Proofing
Focus
Your account is managed by an experienced lead who understands your org, your priorities, and your roadmap. You are not passed between consultants who relearn your setup every time a ticket comes in.
Flexibility
Resource scales up or down based on demand. Roles can be adjusted with prior notice and our multi-country delivery means your team is covered across time zones. The engagement adapts to your business, not the other way around.
Future-Proofing
Salesforce releases three major platform updates per year. Spring, Summer, and Winter. Each one can break existing automation if left unmanaged. We test your environment ahead of every update and advise on what matters for your org.
What is included in managed services?
Support
- User access and permissions
- Salesforce configuration tickets
- Development tickets
- Data uploads and stewardship
- Reports and dashboards
Small Projects
- Sandbox refreshes
- New automations using flows
- App R&D
- Data migrations under five days
- Health checks
- Integration support
Strategic Advisory
- Salesforce roadmapping
- Data and AI strategy
- Organisation strategy alignment
- External benchmarking
- Data privacy and security guidance
- Change management
What a typical month looks like
A mix of ongoing support tickets, planned small project work, and a regular check-in with your account lead. You know what is in progress, what is queued, and what is coming next, without chasing for updates.
Your account lead proactively flags anything that needs your attention before it becomes a problem.
Release management
Salesforce releases Spring, Summer, and Winter updates every year. Each one changes how features work. We run a release review against your org ahead of every update so you can prepare, not react.
You should never find out about a platform change by discovering something has stopped working.
Managed services vs hiring in-house
In-house hire
- Dedicated resource
- Single point of knowledge risk
- Ceiling on individual expertise
- Requires ramp-up time
- Needs ongoing training across three annual releases
- Fixed cost regardless of workload
Managed services
- Team with a range of certifications and skills
- No single point of failure
- Scales up or down based on your workload
- No ramp-up required
- Release management included
- Cost aligned to actual usage
The right choice depends on the size and complexity of your Salesforce environment. We are happy to have that conversation honestly.
Curinos
Challenge
Curinos had a complex Salesforce environment across Sales Cloud, CPQ, and a HubSpot integration. They needed consistent, expert support without the cost and overhead of hiring a dedicated in-house Salesforce team.
What we delivered
Ongoing managed services covering day-to-day Salesforce administration, CPQ support, HubSpot integration maintenance, and release management across all three annual Salesforce updates. A named Sweet Potato Tec consultant embedded as part of their team.
Outcome
A stable, continuously optimised Salesforce environment with no internal Salesforce headcount required. Their team focuses on core business priorities. The engagement has expanded as their Salesforce footprint has grown.
Managed services for your sector
We run dedicated managed services programmes for specific industries, built around the Salesforce needs and compliance requirements of each sector.
Nonprofits and charities
Ongoing Salesforce support for nonprofits, including NPSP configuration, donor management, and grant tracking — without the cost of an in-house team.
See managed services for nonprofits →Event and media companies
Salesforce managed services for event and media businesses, covering contact management, ticketing integrations, and campaign tracking across complex seasonal environments.
See managed services for events and media →How onboarding works
Most clients are up and running within two weeks. Here is what to expect.
Coming straight off a Sweet Potato Tec implementation? Your first two weeks of post-go-live support are already covered by Hyper Care, included free with every project. Managed services picks up from there.
Discovery call
We learn about your Salesforce environment, team, and what good support looks like for your organisation. No commitment needed at this stage.
Scope and agreement
We define your retainer: support tiers, request process, response expectations, and monthly allocation. Everything agreed in writing before we start.
Access and setup
We get secure access to your Salesforce org and any connected systems. Your named consultant gets up to speed on your configuration and history.
First month kick-off
We establish the rhythm: how you log requests, who your named contact is, and what a typical week looks like. Most clients are fully operational within a fortnight.
Into the ongoing cycle
Monthly usage reviews, Salesforce release management three times a year, and continuous improvement as your platform evolves alongside your business.
Why work with us?
- Salesforce Registered Partner and ISO 27001 certified
- Certified across Sales Cloud, Service Cloud, CPQ, and AI integrations
- Experience across SaaS, events, media, and non-profits
- Long-term partnerships, not helpdesk subscriptions
- Proactive — we flag issues before you raise them
- Honest about scope and what falls outside it
Salesforce Registered Partner
Certified across the full platform and held to Salesforce's standards for delivery quality and ongoing training.
ISO 27001 Certified
Independently verified security and governance. Strict access controls and audit trails on every engagement.
Multi-Sector Experience
SaaS, events, media, and non-profits. We know the workflows, which means faster resolution and fewer wrong turns.
Our Managed Services Approach
Our Managed Services Approach emphasizes proactive, continuous support to maximize your Salesforce investment. We begin with detailed support planning and SLA alignment. Through ongoing collaboration, we monitor system health, address issues promptly, and drive continuous improvements that sustain operational excellence.
Managed Services - FAQ's
What does Salesforce Managed Services actually include?
Our managed services cover three tiers: day-to-day Salesforce support (user management, configuration changes, bug fixes, data queries), small project delivery (process improvements, new automations, report builds), and strategic advisory (release management, roadmap planning, platform health reviews). You get a named team who knows your Salesforce environment, not a generic helpdesk.
What is not included in Salesforce Managed Services?
Managed services are not a replacement for a full implementation project. If you need a completely new Salesforce org, a major multi-cloud deployment, or a platform migration, that sits outside the scope of a retainer. We will tell you upfront if your requirement is better served by a fixed-scope project, and we can run both in parallel if needed.
How quickly do you respond to support requests?
Response times are set in writing at the start of your engagement, based on issue severity. As a guide, critical issues affecting live users are treated as same-day priority during business hours. Routine requests and configuration changes are handled within agreed turnaround times. You will know exactly what to expect before you sign.
How much does Salesforce Managed Services cost?
Our retainers typically start from around £3,000 per month, scaling with the size of your Salesforce environment and the level of support required. We do not publish a fixed price because the right retainer depends on your user count, cloud complexity, and how actively you use Salesforce. We will scope it properly before quoting.
Do we need a certain Salesforce setup before starting managed services?
No minimum setup is required. We work with organisations at all stages, from those who have just completed an implementation and need ongoing support, to those who have been on Salesforce for years and have accumulated technical debt. An initial health check helps us understand what you have before we agree a scope.
Is our data safe with a third-party Salesforce partner?
Sweet Potato Tec is ISO 27001 certified, which means our information security management is independently audited and verified. We operate under strict data handling agreements and can work within your organisation’s security policies. All access is governed, documented, and revocable.
Who benefits most from a Salesforce Managed Services retainer?
Managed services suit organisations that are past their initial implementation and want to keep Salesforce running well without building an internal admin team. In practice, it tends to make most sense once your team is actively using Salesforce across multiple departments or functions. SaaS companies, financial services firms, and nonprofits are typically the best fit, particularly where there is no dedicated in-house Salesforce resource.
What happens if we need more than the retainer covers?
We track usage against your retainer each month. If a particular piece of work is larger than expected, we will flag it before we start and agree how to handle it, whether from a future month’s allocation, a short project extension, or a separate fixed-scope piece. No surprises.