Maximize Your Salesforce Investment with Managed Services

Your trusted partner for Platform Stewardship & Innovation

We do more than fix problems. We help your Salesforce system work better for your business now and in the future. Make your business work smarter.

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Outcomes from Managed Services

Less Technical Debt

Get rid of costly workarounds and inefficient processes

More User Adoption

Maximize your Salesforce ROI with higher engagement

Smarter Innovation

Make changes that align with your business goals

Optimized Platform Performance

Ensure your system runs at peak efficiency

Future-Ready Platform

Stay ahead with smart planning for new Salesforce updates

Business Growth

Turn your tech from a cost center into a revenue generator

Innovation as a Service

Build a steady stream of business improvements

Competitive Edge

Use the latest features before your competitors
Strategic Partnership
Business advisors first, technologists second
Proactive Solutions
We find ways to improve before problems happen
Business Process
We fix the business process, not just the technology
Forward-Thinking Architecture
We build for where your business is going

Managed Agents

We keep Agentforce running at peak performance to deliver consistent business results.

  • Performance Monitoring
    Continuous tracking of key metrics to ensure optimal results
  • Regular Tuning
    Refinement of agent responses based on user feedback and business goals
  • Content Updates
    Keep your agents current with the latest products, policies, and information
  • Usage Analytics
    Detailed insights into how your teams and customers use your agents
  • Competitive Advantage
    Stay ahead with AI that learns and improves every day

Managed AI

Our approach to AI creates real business value that grows over time.

Proven AI Workshops

Find game-changing use cases that transform operations

Quick-Win Proof of Concept

Create solutions that deliver immediate benefits

Ongoing Improvement

Continuously advance your AI capabilities

Results Reviews

Make sure your AI delivers real financial impact

Strategic Implementation

Follow a clear plan with measurable business milestones

Strategic Advantages

  • Radical efficiency through intelligent automation
  • Share knowledge across your organization
  • Make better decisions with predictive insights
  • Future-proof your business as markets change

Core Managed Services

We serve as strategic advisors who drive platform stewardship, not just maintenance. Our team ensures your Salesforce and Docusign investment delivers increasing business value.

Flexible Engagement Models

  • Adjust service levels as your business needs change
  • Access specialists when you need them
  • Scale up or down for seasonal business patterns
  • Bring in experts for major projects
Guiding client through plans on laptop computer
Customer service workers on phone headset

Team-as-a-Service

Get specialized experts who drive important initiatives when you need them.

  • Expert Help On-Demand — Access specialized skills you don't need full-time
  • Fresh Perspectives — Bring new ideas to solve old problems
  • Faster Transformation — Deploy specialized teams for strategic projects
  • Knowledge Sharing — Build your team's skills through collaboration
  • Hive of Knowledge — Our experts share deep expertise across a variety of projects, use who you need when you need

Application Management

We help your technology grow with your business as a key competitive advantage.

  • Business-Technology Alignment — Make sure technology supports your business goals
  • System Optimization — Ensure all parts work together smoothly
  • Improvement Pipeline — Coordinate ongoing enhancements
  • ‍Strategic Planning — Create platform growth plans that align with business strategy
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Uptima Managed Services vs. Traditional Costs

Traditional Staffing
Uptima Strategic Partnership
Business Impact
Maintaining status quo
Driving business transformation
Operational Flexibility
Fixed costs regardless of needs
Flexible investment aligned to priorities
Knowledge Security
Concentrated in few individuals
Distributed across diverse specialists
Strategic Advantage
Limited by internal knowledge
Leading-edge implementation expertise
Financial Model
Fixed overhead regardless of value
Flexible investment tied to outcomes

Why We're Different

We don't just support your business—we become part of your team. Our deep commitment to staying current with the latest technology means you get smart, up-to-date solutions that grow with you. Plus, we bring energy and enthusiasm to every project.

Frequently Asked Questions (FAQ)

What makes Uptima's Managed Services different from other providers?

Unlike traditional managed services that focus on support tickets and maintenance, our approach centers on platform stewardship and continuous innovation. We become an extension of your team, bringing fresh perspectives, specialized expertise, and an energetic approach to improving your Salesforce environment.

How quickly can we see results from your Managed Services?

Most clients see meaningful improvements within the first 30-60 days. We begin with quick wins that demonstrate immediate value while building toward larger strategic objectives. Our structured onboarding process ensures we understand your business goals and align our services accordingly.

Do you offer different service tiers to match our needs?

Yes! We provide flexible engagement models that can be tailored to your specific requirements and budget. Whether you need comprehensive platform management or specialized support for specific areas like Agentforce or Revenue Cloud Advanced, we can customize our services to fit.

How do you handle urgent issues or system problems?

Our dedicated support team is available to address urgent issues with clearly defined response times (SLAs) based on issue severity. We use a secure portal for ticket management and provide regular communication throughout the resolution process. For critical issues, our experts are on call to ensure minimal business disruption.

Will your team help with Salesforce updates and new releases?

Absolutely. We proactively evaluate each Salesforce release for relevant features and opportunities. Our team provides release impact assessments, implements valuable new features, and ensures all customizations remain compatible with the latest Salesforce versions—all with minimal disruption to your business.

How do you measure success and ROI for Managed Services?

We establish clear KPIs aligned with your business objectives at the beginning of our partnership. These typically include metrics like system performance, user adoption, process efficiency, and business impact. We deliver regular performance reviews that track progress against these metrics and continuously refine our approach based on results.

Transform Your Business Through Platform Stewardship

Schedule a consultation to explore:

  • Business transformation opportunities within your current platform
  • Strategic roadmap for innovation and value creation
  • Investment plan with measurable business outcomes
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