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Ongoing care for your CRM

Salesforce Managed Services That Keep Your Org Healthy

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One Point of Contact

You get a named lead and one shared queue, so nobody has to guess who owns a request.

Certified Admins and Developers

Daily changes and bigger builds are handled by people who work inside Salesforce every day.

Planned, Not Reactive

We review your org every month and fix small problems before your users ever notice them.

Clear Monthly Reporting

You see what was asked, what was done and what comes next, written in plain language.
What it means

Salesforce Managed Services, Explained

Buying Salesforce is the easy part. Keeping it useful is the long game. People join and leave, sales processes change, new releases arrive three times a year, and an integration that ran fine in spring can quietly fail by summer.

Salesforce managed services put the everyday care of your org in the hands of a dedicated team on an ongoing plan. Instead of hiring an admin, a developer and a support analyst, or paying by the hour every time something breaks, you get one team that knows your setup and answers for it.

Crozato looks after your Salesforce clouds, integrations and reports, and moves your roadmap forward a little every month. It is one part of our wider Salesforce services.

One shared queue for every request
Fixes and improvements in the same plan
A team that already knows your org
A cost you can plan for each month
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Managed Services by Crozato
What you get

What Your Managed Plan Covers

Admin and User Support

New users, permission changes, page layouts and how-do-I questions, handled through one shared request queue.

Release Management

Every Salesforce seasonal release is tested against your setup in a sandbox before it reaches your users.

Health Checks and Security

Regular reviews of permissions, sharing rules, unused fields and old automation, with a short list of what to fix first.

Integration Monitoring

We watch the links between Salesforce and your ERP, billing, marketing and support tools, and repair failed syncs.

Data Quality and Backups

Duplicate rules, clean-up work, import help and backup checks, so your records stay accurate and recoverable.

Reports and Small Enhancements

New reports, flows and screen tweaks delivered in a steady monthly rhythm instead of one big project.
Our monthly rhythm

A Simple Cycle That Keeps Your Org Healthy

Good support is repetitive on purpose. Every month follows the same four steps, so nothing depends on someone remembering to ask.

You always know what was requested, what was done and what is coming next, without chasing anyone for an update.

Monitor: we watch scheduled jobs, syncs and storage limits
Fix: requests and errors are handled by business impact
Improve: a few agreed upgrades ship every month
Report: a plain-language summary and a look ahead
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Monthly Salesforce managed services cycle: monitor, fix, improve and report
Connected systems

Integrations That Do Not Fail Quietly

Most Salesforce problems start outside Salesforce. A billing sync stops, a marketing tool creates duplicates, or an ERP update overwrites good data, and your team only notices when a customer complains.

We monitor the connections that matter most to your business and repair them quickly, whether they run on MuleSoft, REST APIs or a simple connector.

Failed syncs found and repaired
API limits and scheduled jobs watched
Field mappings updated when systems change
A short note on every fix we make
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Salesforce org connected to ERP, billing, marketing and support systems with integration monitoring
Getting started

From First Call to a Steady Monthly Rhythm

Step 1

Meet and Map

We learn how your teams use Salesforce, who owns what, and where the biggest pain points are.
Step 2

Health Check

We review security, automation, data and integrations, then share a written list of findings in order of priority.
Step 3

Set the Rules

Together we agree how requests come in, how urgent ones are handled and what your monthly report will show.
Step 4

Start the Rhythm

Your first month begins, with fixes, improvements and reporting running on a steady schedule.
Is it right for you?

Who Gets the Most From a Managed Plan

Managed services suit companies that depend on Salesforce every day but do not have the people to look after it full time. You may recognise your own situation below.

If two or more of these sound familiar, an ongoing plan will likely save you time and money compared with fixing problems one at a time.

You have no dedicated Salesforce admin
Your one admin is buried in requests
A past release or integration change broke something
Reps keep side spreadsheets because they distrust the data
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Salesforce managed services dashboard showing a request queue, org health checks and the next release status
Support levels

Choose the Level of Care That Fits

Every plan is priced around the size of your org, your number of users and the kind of help you need. We agree the scope in writing before we begin, so there are no surprises on your first invoice.

A named lead and a shared request queue
A monthly report and planning call
Changes tested in sandboxes first
Scope you can adjust as you grow
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Essential Care

For teams that need dependable admin work and day-to-day support.

Custom quote
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Named lead and shared request queue
Monthly org health check
Sandbox testing for changes
Plain-language monthly report
Best for growth

Growth Care

For teams that also want steady improvements and roadmap planning.

Custom quote
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Everything in Essential Care
Release testing and monthly enhancements
Integration and job monitoring
Quarterly planning session
Questions we hear often

Salesforce Managed Services FAQs

01 What are Salesforce managed services?
They are an ongoing service where an outside team looks after your Salesforce org: admin tasks, support requests, releases, integrations and small improvements. You pay a regular fee instead of hiring several roles or buying help by the hour.
02 How is this different from hiring a Salesforce admin?
One admin brings one set of skills and one calendar. A managed team brings admins, developers and architects, plus cover for holidays and sick days. Many companies keep an in-house admin and use us for the deeper work.
03 Which Salesforce clouds do you support?
We support the Salesforce clouds most growing companies use, along with integrations and Agentforce. Tell us what you run and we will confirm the fit on our first call.
04 How do you handle urgent problems?
Urgent issues, such as a broken sales process or a failed integration, move to the front of the queue. We agree what counts as urgent and how quickly we respond during onboarding, and we put it in writing.
05 Do you only maintain the org, or build new things too?
Both. Small enhancements are part of the monthly plan. For larger work, such as a new cloud or a big integration, we can scope a separate project or extend your plan.
06 Can we start with a health check first?
Yes. Many clients begin with a review of their org. You get a written summary of what is working, what is risky and what to fix first, and you decide about ongoing support afterwards.
07 How much do Salesforce managed services cost?
Pricing depends on the size of your org, your number of users and the level of support you need. After a short call we send a clear quote with the scope written out. You can ask for one on our contact page.
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