Salesforce Managed Services

Salesforce managed services for your team

Our US-based team provides Salesforce admin support and ongoing management, matched to your workload.

Plans starting at $1,000/month · Month-to-month

Compare plans ↓

YOUR TEAM

Alex starts Monday—is he all set in Salesforce?

Already handled.

His SDR access and dashboard are ready. We’ve also sent him a quick-start guide.

  • Established in 2016
  • 90-day money-back guarantee
  • All work performed by our US-based employees

From admin support to ongoing Salesforce management, choose the support that fits your workload.

Managed Services

From

$4,000/ month

We manage the daily work—and help plan what’s next.

We handle ongoing Salesforce requests, review your org’s health and recommend improvements, with regular planning to keep the work aligned with your business.

  • Ongoing administration, automation and reporting
  • Monthly org health reviews and proactive recommendations
  • Sales operations guidance, monthly check-ins and quarterly reviews

Essential Admin Support

$1,000/ month

Routine Salesforce requests, taken care of.

We handle user access, configuration fixes and everyday updates to keep your existing setup running smoothly.

  • User management, permissions and access
  • Field, page layout and report updates
  • Troubleshooting and configuration fixes

Salesforce Improvements

$2,000/ month

You set the priorities. We make the improvements.

We work through an agreed backlog of configuration, automation and reporting changes that help Salesforce work better for your business.

  • Administration and troubleshooting
  • Configuration and workflow automation
  • Reports, dashboards and process improvements

US-based, in-house team · Month-to-month · 90-day money-back guarantee

We agree on the workload, priorities and monthly scope before starting. Larger projects are quoted separately.

Managed Services · From $4,000/month

Ongoing Salesforce work, org health reviews and RevOps guidance are included in our Managed Services plan. Compare lighter support options in the pricing section.

Included with Managed Services

Advice on pipeline hygiene, territories, compensation, and lead management—grounded in how your Salesforce org actually works.

Pipeline
Prospect$4.21M
Qualified$2.37M
Proposal$1.08M
Closed Won$620K
Conversion Rate14.7%
Territories
  • West142
  • East98
  • Central76
Total Accounts316

Included with Managed Services

Get a monthly summary of what needs attention in your org. We review the findings with you.

Monthly summary November 2026
  • Routing drift — fixed0 issues
  • Duplicates412 found
  • Release riskLow
  • Forecast rebuiltToday, 9:12 AM
6-month duplicate trend
JUNJULAUGSEPOCTNOV

Clear scope · Clear process

Ongoing administration and improvement stay within your Managed Services scope. Larger changes get a separate scope before work begins, so you know what to expect.

Managed Services plan

Keep things moving

  • Admin & user support
  • Flows & reporting
  • Org health & advisory

Separate scope

Build what’s next

Complex integrations, larger custom builds, migrations, and implementations.

Agreed before work starts

Managed Services · From $4,000/month

Hands-on Salesforce work

  • Administration and user support
  • Flows, configuration, and automation
  • Reports, dashboards, and forecasting
  • Permissions and access management
  • Data quality and routing oversight
  • Release prep and troubleshooting

Proactive oversight & advice

  • Monthly org health summary

    A monthly summary of what needs attention in your org.

  • RevOps advice grounded in your org

    Advice on pipeline hygiene, territories, compensation, and lead management.

  • Regular planning

    Monthly strategic check-ins and quarterly reviews keep the work aligned with your business.

How we work with your team

You don’t need an in-house Salesforce admin to work with us. If you already have one, we can share the workload. Either way, we agree on responsibilities, priorities and how we’ll work together before starting.

Two ways we can help

Your primary Salesforce team

Bring requests directly to us. We handle the agreed Salesforce work and keep your team informed.

Alongside your internal admin

Your admin stays involved and sets priorities with us. We take on agreed work, with clear ownership and handoffs.

Managed Services · From $4,000/month

Our Managed Services onboarding and review cadence. For lighter support plans, we agree on the scope and communication before starting.

1Day 1

Intro call

We discuss what is not working in Salesforce. If helpful, we review your org and share a few recommendations.

2Week 1–2

Onboarding

We learn how your org actually runs and build a 30/60/90 plan around the work that matters most.

3Monthly

Monthly work

We work through agreed priorities, with monthly check-ins and additional conversations as needed.

4Quarterly

Quarterly review

Each quarter, we review progress and agree on the next priorities.

Our Approach

  • You won’t have to chase us

    You’ll know what we’re working on and what’s next.

  • Clear scope. Straight answers

    You know what is included. If work needs a separate project, we talk it through before it starts.

  • We stand behind our work

    If the engagement is not working in the first 90 days, we refund everything you paid. No cancellation fee.

Every project was thoroughly tested, documented and explained—and successful and on budget. After a rollout, the team often contacted me first to check that everything went smoothly.
— Sloan Morris, Routeware

Managed Services FAQ

What is included in each plan?

Essential Admin Support covers user access, field and layout updates, reporting adjustments, and troubleshooting. Salesforce Improvements adds configuration and automation work around your agreed priorities. Managed Services adds monthly org health reviews, sales operations guidance, monthly check-ins and quarterly reviews. We agree on the monthly scope before starting.

Is Managed Services a fit for our team?

We offer support for routine Salesforce requests, a defined improvement backlog, or ongoing management. We can work alongside your internal admin or provide your ongoing Salesforce team. We’ll help you choose the level that fits your workload.

How do I choose a Salesforce managed services provider?

Ask who performs the work, what is included, how requests are prioritized and what costs extra. Stackology’s US-based employees handle delivery, with direct access to the people doing the work.

Can you work alongside our internal admin?

Yes. We agree on responsibilities so ownership is clear. Your admin can stay focused on daily operations while we take on work they need help with.

What work gets scoped separately?

Larger custom development, complex integrations, implementations, data migrations, and major reconfiguration are scoped separately before work begins.

What do the plans cost?

Essential Admin Support is $1,000 per month. Salesforce Improvements is $2,000 per month. Managed Services starts at $4,000 per month. We review your Salesforce setup and priorities, then agree on the inclusions and monthly fee before work begins. Larger projects are quoted separately.

How do you prioritize requests?

For Essential Admin Support and Salesforce Improvements, you bring the requests and priorities and we agree on the work. With Managed Services, we also identify issues and recommend improvements, with monthly check-ins and quarterly reviews. Work outside the monthly scope is agreed on separately.

How do we agree on the monthly workload?

Before starting, we review your Salesforce setup, requests and priorities, then agree on what the monthly plan will cover. If new requests exceed that scope, we agree with you on what to prioritize, defer or quote separately before additional work begins.

Who will do the work?

Your work is handled by Stackology’s US-based, in-house team. We don’t use subcontractors or offshore staff.

How quickly can you start?

We confirm a start date based on current capacity and scope. Onboarding begins with learning your Salesforce setup and prioritizing the work that needs attention first.

Is there a minimum term?

No. All plans are month-to-month, with no minimum term.

How does the 90-day money-back guarantee work?

The guarantee applies to all three plans. If the engagement is not working in the first 90 days, we refund everything you paid. No cancellation fee.

Need more Salesforce capacity?

Tell us what’s piling up. We’ll help you choose the support that fits your team.

Month-to-month. Backed by our 90-day guarantee.