What we manage
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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.
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.
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.
One partner across the full stack
Salesforce managed services works better when the contact center is managed too.
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.
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Client Evidence
Salesforce org that keeps pace with your business.
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 →
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 →Certified specialists. Named team. No rotating support staff.
From first configuration to year three of managed operations — one accountable partner.
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