Configuration & Customization
Custom objects, fields, page layouts, validation rules, record types, flows, and process automation. The day-to-day changes that keep Salesforce matching the way your team actually works.
Your outsourced Salesforce admin team. Fully managed by RevenuePoint.
Your single point of contact and a project manager. A block of hours every month. Two-week sprints to ship the work. Configurations, automations, integrations, end-user support, data pulls — everything an in-house Salesforce admin would do, without the hire.
Single point of contact + PM · 25 hours/month · Two-week sprints · Month-to-month.
What's included
Everything an in-house Salesforce admin would do
Managed services is not a rotating help-desk queue. It is one team — your single point of contact and a project manager — running an agreed block of hours each month against the backlog of work your Salesforce instance actually needs.
Bug Fixes & Issue Resolution
Flows that stopped firing. Reports returning the wrong numbers. Permissions that broke after a release. You report it, we diagnose, we fix — and we write it down so it doesn't happen again.
End-User Support
Your users open tickets with us directly. Login and permission issues, "how do I do X in Salesforce", one-off training questions — handled by the senior admin who runs your engagement and already knows your org.
Reports, Dashboards & Data Pulls
Ad-hoc list views, Monday-morning reports, leadership dashboards, and one-off data pulls for the CFO. We build them in Salesforce, not in a side spreadsheet that immediately goes stale.
Data Hygiene
Duplicate management, mass updates, field cleanup, and ongoing deduplication. We keep the database clean as your team uses it, not once a year when someone notices it has drifted.
Integrations Support
Vendor coordination, connector troubleshooting, and monitored pipelines for the systems already wired to Salesforce — ERP, accounting, marketing, telephony. When something breaks upstream, we chase it down.
Release Management
Three Salesforce releases a year. We review the release notes against your configuration, flag what will affect you, test in sandbox, and roll out updates without surprising your users.
Strategic Roadmap & Quarterly Audits
Every quarter we audit the instance against your business KPIs, surface the changes worth prioritizing, and update the backlog so the next sprints target outcomes — not tickets in isolation.
How it works
Single point of contact. Hours per month. Two-week sprints. Month-to-month.
The engagement model is boring on purpose. You should know who is doing your work, how many hours you have, when the next release is going out, and that you can walk away if the work is not landing.
i
Your single point of contact
Your Salesforce administrator and a project manager — your single point of contact, with a team that knows your org. No shared queues.
ii
A block of hours every month
25 hours per month on the standard plan, sized to the scope of what you actually need to get done. Advanced development and supplemental hours billed at posted rates when you need more.
iii
Two-week sprints
You queue requests; we plan, build, demo, and ship on a two-week cadence. Transparent backlog, predictable delivery, visible progress — not a black box.
iv
Month-to-month
No long-term contract. No commitment beyond the current month. If the work is not landing, you can cancel. Most clients stay for years because the work lands.
Who it's for
Four situations where managed services is the right shape.
i
Organizations without a full-time admin
A full-time Salesforce admin runs $90K–$140K plus benefits. Managed services gives you the same coverage — often broader, since it is a team — for a fraction of that, and you can scale hours up or down as the work demands.
ii
Organizations that just finished an implementation
Salesforce instances drift the moment go-live ends. A managed services engagement keeps the configuration aligned with the way the business actually evolves, instead of letting two years of workarounds pile up before the next rebuild.
iii
Organizations replacing an admin who left
When an admin leaves, institutional knowledge walks out with them. We pick up the backlog, document what was undocumented, and keep Salesforce running while you decide whether to re-hire or stay outsourced.
iv
Organizations running multiple clouds
Sales Cloud plus Service Cloud plus CPQ plus Experience Cloud is more surface area than most in-house admins can cover well. Our Full Stack Administration plan covers the entire product suite with the same named team.
Pricing
Plans start at $2,400/month.
Three plans: Sales Cloud Administration, Full Stack Administration for the entire product suite, or a Custom Plan scoped to a unique instance. No long-term contract — cancel anytime.
Plan
Sales Cloud Administration
25 hours per month covering a single Salesforce Sales Cloud instance. From $2,400/month.
Most chosen
Full Stack Administration
25 hours per month across the full Salesforce product suite — Sales, Service, CPQ, Marketing, Experience. From $4,000/month.
Plan
Custom Plan
Tailored hours, scope, and team configuration for organizations with unique needs.
Frequently asked
What teams ask before they engage
Not sure whether managed services or a one-time engagement is the right fit? A CRM Health Check is the fastest way to see what your instance actually needs before you commit.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your Salesforce stays clean — month after month — Foundry connects the rest of your stack and delivers live dashboards, AI analysis on demand, and agents that propose, get approved, and execute across your systems. Fully managed by RevenuePoint.
01 · Connect
Every system you run, on one warehouse.
Salesforce, ERP, accounting, marketing, and telephony wired into a managed pipeline so every record matches on every side.
02 · Illuminate
Live dashboards. AI analysis on demand.
Lens dashboards for every role and Prism reports on demand — leadership gets the answers when they ask, not on a schedule the warehouse decides.
03 · Act
Agents propose. Reviewers approve. Foundry executes.
Agents and Otto propose plans across Salesforce and the rest of your stack — every action logged, attributed, reversible, and only on reviewer approval. Fully managed by RevenuePoint.
Tell us about your Salesforce managed services needs
We will confirm fit, scope the engagement, and send a statement of work.