What are Salesforce managed services, and how do they benefit businesses?

Salesforce managed services provide ongoing configuration, support, and optimization for your Salesforce environment after implementation, including Agentforce tuning, so the platform keeps working the way your team needs as requirements change.

How does One Primero provide ongoing Salesforce administration and support?

We offer tiered support matched to how central Salesforce is to your operations, from business-hours coverage to continuous monitoring for critical issues. That draws on cross-cloud and Agentforce expertise, for a global commercial bank, 50% faster lead-to-opportunity time and 35% more client-facing time by automating the administrative work around it.

What is included in One Primero's Salesforce managed services?

Packages cover ongoing configuration, enhancements, and support, with specialized tiers for AI readiness, Agentforce optimization, and full AI transformation involving multi-agent orchestration.

How can Salesforce managed services improve CRM performance and user adoption?

Regular configuration updates and fast support response keep small issues from turning into workarounds that erode adoption. When agents trust the system to work, they use it as designed instead of building workarounds outside it.

Why should businesses choose One Primero for Salesforce managed services?

We bring cross-cloud expertise across Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud, plus hands-on Agentforce experience that has driven results like 84% faster case resolution and over $2M in annual savings for early adopters. We monitor and optimize proactively rather than waiting for a support ticket, catching configuration drift before it affects adoption.

Salesforce Managed Services | Ongoing Support & Optimization

Your Salesforce org is only as valuable

as the team keeping it current.

Expert-led platform management, Agentforce deployment, and continuous optimization across Sales Cloud, Service Cloud, Marketing Cloud, and beyond.

Talk to an Expert

See Case Studies

What we manage

Platform management andAI delivery — not just administration.

Platform Management

Dedicated administration, configuration, automation, and development across Sales Cloud, Service Cloud, and Marketing Cloud. User management, data hygiene, release management, integration monitoring, and custom development. Your platform stays current as your business changes.

AI & Agentforce Services

From Einstein activation to full Agentforce deployment. Agent design, Data Cloud setup, custom actions, knowledge base structuring, Flex Credit optimization, and multi-agent orchestration. Production-ready AI, not proof-of-concept demos.

Engagement model

Scoped to where you are. Built to grow.

Every CCaaS platform ships updates. IVR logic accumulates workarounds. Routing rules are added and never removed. Without someone accountable for the environment, that drift becomes a cost.

Platform Management

Essentials

Foundation

Dedicated certified administrator. User management, data hygiene, report and dashboard maintenance, monthly platform health check, and structured governance cadence.

Professional

Optimize & Extend

Dedicated certified administrator. User management, data hygiene, report and dashboard maintenance, monthly platform health check, and structured governance cadence.

Enterprise

Strategic Partnership

Everything in Professional, plus a fractional Salesforce Architect. Multi-cloud management, custom development, DevOps, CI/CD pipeline management, org consolidation, and 24/5 coverage.

AI & Agentforce

AI Ready

Build the Foundation

AI Readiness Assessment, Data Cloud setup, Einstein activation, Prompt Builder templates, AI governance framework, and licensing advisory.

Agentforce Enabled

Deploy Your First Agents

Everything in AI Ready, plus production-ready Agentforce deployment. Agent design, custom actions, knowledge base structuring, testing framework, Flex Credit optimization, and multi-channel deployment.

AI Transformation

Scale the Agentic Enterprise

Everything in Agentforce Enabled, plus multi-agent orchestration, custom LLM integrations, Agentforce Voice, advanced Data Cloud unification, and a quarterly AI roadmap.

Certifications

A certified team across every major Salesforce discipline.

Explore Capabilities

Most modernization partners work around legacy complexity. We work through it. Every platform below has been modernized in production, under pressure, with no operational disruption.

Salesforce Service Cloud Consultant badge

One partner across the full stack

Salesforce managed services works better when the contact center is managed too.

Explore CCaaS Managed Services

Most Salesforce environments connect to a CCaaS platform but are managed separately. One Primero manages both. Integration issues get resolved faster, AI capabilities span both systems, and there is one accountable partner across the full CX stack.

Talk to an expert

Client Evidence

Salesforce org that keeps pace with your business.

All Case Studies

Exterior view of a modern corporate office building featuring large glass windows, architectural detailing, and illuminated workspaces at dusk.

Custom Platform Development

NGP Group

A real-time LP investor portal and an integrated tenant-vendor operations platform delivered for NGP Group across 145 assets and 16 million square feet.

Read the Full Case Study →

Business representative and client shaking hands during an office consultation.

CCaaS Implementation

Jack Henry & Associates

On-premise legacy contact centre migrated to NiCE CXone, with a custom Symitar SymXchange integration built from scratch.

Read the Full Case Study →

AI Agent Development

Qiddiya

Four AI agents integrated into Qiddiya's existing Microsoft 365 environment, cutting vendor evaluation time by 60% and reducing manual procurement tasks by 40%.

Read the Full Case Study →

FAQs

Certified specialists. Named team. No rotating support staff.

From first configuration to year three of managed operations — one accountable partner.

Talk to an expert

Salesforce Managed Services and Administration Support

Platform management andAI delivery — not just administration.

Scoped to where you are. Built to grow.

Platform Management

AI & Agentforce

A certified team across every major Salesforce discipline.

Salesforce managed services works better when the contact center is managed too.

Salesforce org that keeps pace with your business.

FAQs

Certified specialists. Named team. No rotating support staff.