Stop managing Salesforce administration with internal resource that could be focused on your customers. UTDS Optimal Choice provides ongoing, expert support that keeps your org performing, your users productive, and your platform evolving alongside your business.
Salesforce doesn’t run itself. After go-live, the platform needs ongoing attention, users raise issues, business processes change, new functionality needs configuring, and the org drifts from its original design without someone watching it.
Most businesses at some point reach the same conclusion: the cost of a full-time internal Salesforce administrator doesn’t stack up, but the cost of doing nothing is quietly compounding. Our managed support service is built for that gap.
“If any of those sound familiar, our managed support service is designed for exactly your situation.
We step in as your Salesforce partner, not a helpdesk ticket system.”
User management, permissions, profiles, role hierarchies, field and layout changes, validation rules, approval processes, and day-to-day configuration requests handled without you needing to raise a formal project.
We review your org on a regular basis, checking for configuration drift, data quality issues, storage problems, security gaps, and automation errors before they become visible to your users.
Salesforce releases three major updates per year. We review release notes, test relevant changes in sandbox, and apply updates to your org in a controlled, documented way, so new features arrive as improvements, not surprises.
We build, maintain, and refine reports and dashboards so your CTO, Head of Sales, Head of Marketing, or CRM Manager has the visibility they need without relying on data exports or manual spreadsheets.
Flows, process builders, and automation that has grown organically over time tends to become fragile and hard to maintain. We audit, rebuild, and improve automation so your org stays efficient as the business changes.
Managed support isn’t just keeping the lights on. As your business grows, we implement new functionality, build integrations, and extend Salesforce capability, all within a managed, versioned approach.
Before we agree a scope, we conduct an assessment of your Salesforce org. We look at configuration quality, data health, automation complexity, user adoption, and current support workload. This gives both parties a clear picture of what’s needed.
We agree a monthly support scope based on your actual needs, not a generic
tier. This includes agreed response times, what’s in scope, and how we communicate.
Everything is documented before we start.
CRM in financial services carries compliance weight. We understand data governance, access controls, and audit requirements that affect how your org is configured and maintained.
We keep your pipeline management, billing data, and client records running cleanly, so your consultants spend time delivering, not raising support tickets.
Budget-sensitive, mission-critical. We work with NGOs that need reliable Salesforce support without the overhead of a full-time internal resource.
Operational CRM with field service and customer account complexity. We handle the administration so your team handles the operations.
A well-managed Salesforce org gives your sales, marketing, and service teams a platform they trust. It takes consistent attention from someone who knows what they’re looking at. That’s what we provide.
Salesforce Registered Consulting Partner • No generic support queues • Named contact from day one
