Managed Services

Trifecta offers Salesforce Managed Services to connect your business goals with the Salesforce resources and skillsets to achieve them.
“Trifecta was able to demonstrate their deep knowledge of Salesforce and translate it into solutions that met our unique business needs.
Saadia Bryant
VP of Marketing, Product & Design, Gemline
About

Ongoing Support and Maintentance

Trifecta’s Salesforce Managed Services keeps your Org running at peak performance long after implementation. With 34 years of custom development experience, over a decade as a Salesforce Partner, and a seat on multiple Salesforce Advisory Boards, our team delivers proactive support, continuous optimization, and strategic guidance. It’s why 90% of our customers have partnered with us for an average over 8 years.

We work with you to understand your organization’s goals and priorities, then map out the best ways to achieve them using Salesforce. With a customer-driven approach, industry best practices, and team flexibility to adapt as your business evolves, you’ll always have the right skillsets that align with your changing needs.

Starting at $10K+ per month under an annual contract.

value

The Value of Partnering with Trifecta

Business-First Approach

By deeply understanding your business needs, we bridge the gap between strategy and technology. We connect the technical Salesforce capabilities to meaningful outcomes that drive efficiency and growth with a strategic roadmap.

Industry Expertise

Bringing industry perspective and best practices into every discussion surrounding the following verticals: Manufacturing, Distribution, Energy, and Automotive.

High Retention & Continuity of Talent

Our team of global staff (we offer a hybrid on/offshore model) has high retention rates, ensuring the same experts stay with your project, preserving knowledge and delivering consistent, long-term support.

Program Details

What’s Included in Trifecta’s Salesforce Managed Services Offerings?

Trifecta’s Managed Services offerings provide you with the support your organization needs to be successful with your Salesforce investment. We are dedicated to creating the right fit for your Org so you have access to the right resources and skillsets to meet your needs.

Plan #1: CLASSIC

Recommended if you need short-term post-launch support and/or assistance in maintaining and administering your Salesforce instance.

Includes:

  • Salesforce Best Practice Guidance  
  • Training & How-To, Documentation  
  • Break-Fix  
  • Integration Support 
Plan #2: ELITE

Recommended if your use of the Platform is simply transactional, but you need to augment your Salesforce capabilities or functions to be more strategic. A typical contract term is a minimum of 6 months, a flex team is optional with a lead time of 3 weeks, and 5% – 10% overage hours built into the agreement.  

Includes:  

  • User Administration  
  • Enhancements  
  • AppExchange Install & Configuration  
  • Business Capability Recommendations 
  • Salesforce Environment Management  
  • Version Control and Dev/ops  
  • UX/UI Expert Usability Review  
  • Standard Reports & Dashboard 
  • A-la-carte options available 
Plan #3: PREMIER

Recommended if you need a dedicated team of proactive subject-matter experts to strategize and innovate across a multi-cloud environment and maximize ROI. Our top-tier plan offers the option of a dedicated team structure, a minimum contract term of 6 months, a flex team is optional with a lead time of 3 weeks, and 5% – 10% overage hours built into the agreement.  

In Addition to the Classic & Elite Offerings, Services Include: 

  • UX/UI Accessibility Testing  
  • UX/UI – A/B Testing  
  • Tableau & Einstein Analytics  
  • Data Hygiene & Data Management  
  • Backlog Creation 
  • Salesforce Release Readiness  
  • Release & Change Management  
  • Security Audits  
  • Office Hours  
  • 24/7 Support Available a-la-carte 
Salesforce Expertise

As a Trusted Partner for Over a Decade, We Have Multi-Cloud Experience and Insights

TRUST BY THE WORLD'S TOP BRANDS