Managed Salesforce Services: from reactive recovery to proactive growth
A go-live is not the finish line, but a starting point. Your organization evolves, the market moves, and Salesforce itself rolls out updates three times a year. How do you ensure your platform not only stays operational but also grows alongside your ambitions?
At Welisa, we don’t see managed services as a helpdesk where you only submit tickets when something is broken. We ensure a reliable and future-proof environment. We act as an extension of your own team, allowing you to focus on your core activities.
Why Managed Salesforce Services is not a helpdesk
Not a helpdesk, but a partner
We are the proactive extension of your own team. You don’t just submit tickets when something breaks; we ensure you can stay focused on your core activities.
From reactive recovery to growth
Management goes beyond resolving incidents. We don’t wait for a process to stall; we optimize continuously to extract maximum value from your investment.
Grows with your ambitions
Your organization changes and Salesforce updates three times a year. We ensure your platform always moves seamlessly with your business goals.
Sound familiar?
What this means for your organization
Continuity & Stability
- Fewer disruptions through active monitorin
- Immediate scaling for critical incidents (P1)
- Reliable operation of processes
Efficiency & Execution Power
- Regular improvements to your configuration
- Smart use of new Salesforce features
- Alignment with changing business needs
Maximizing your platform
- Immediate access to the latest Salesforce releases
- Periodic health checks of your configuration
- An environment that grows with your ambitions
Structured management and improvement
Wij brengen strategie, architectuur en realisatie samen binnen één geïntegreerde Data & AI-aanpak.
Incident &
service requests
In the event of disruptions, we intervene immediately. For a critical incident (P1), we scale up instantly to keep your operations running, and we support your team with daily functional questions.
Change management
We implement structural changes or new functionalities in a controlled manner. We always perform an impact analysis and test everything in a sandbox before it moves to production.
Health checks & roadmap
During periodic health checks and blueprint sessions, we verify whether the technical configuration still aligns seamlessly with your changing commercial and operational goals
Release
guidance
Salesforce rolls out updates three times a year. We assess which new features are relevant to you and prevent them from conflicting with your current customizations or integrations.
+28% hogere forecast-betrouwbaarheid binnen 4 maanden
De verbeterde forecast-betrouwbaarheid bij Vredo kwam niet voort uit één losse optimalisatie, maar uit een samenhangende Data & AI-aanpak binnen Salesforce. Diezelfde structuur is toepasbaar in iedere organisatie waar data strategisch wordt ingezet.
Trusted by organizations such as
Continuous improvement for the long term
Management goes beyond resolving incidents; it is about maximizing the value of your investment. That is why we look ahead together with you.
During periodic health checks and blueprint sessions, we verify whether the technical configuration still aligns with your commercial and operational goals. Additionally, we guide you through the thrice-yearly Salesforce releases. We assess which new features are relevant to you and ensure that updates do not cause conflicts with your current customizations or integrations.
Strategic insights on managing Salesforce
Deep dive into managing Salesforce
Receive the executive roadmap for a cohesive Salesforce strategy.
Jaäl Pekelder
Sales Consultant
What we proactively monitor
Management should be predictable, not a dependency. That is why we work with a structured approach and clear agreements.
Errors & performance (Apex & Flows)
We see real-time error messages in Flows and Apex code. We identify unusual system behavior immediately, ensuring processes don’t stall unnoticed.
System health & API limits
Salesforce has hard limits on data storage and API calls. We monitor these continuously and intervene before a limit is reached.
Integrations & AI
Because Salesforce is often at the heart of the chain, we monitor the stability of connections (including your ERP). Additionally, we monitor the performance and usage of your AI applications.
Security & configuration:
We monitor login attempts and track configuration changes (metadata). This allows us to maintain a precise view of who changes what and guarantees the environment always remains secure.
Frequently Asked Questions
What is included in Salesforce managed services?
This includes the full technical and functional management of your platform. This encompasses incident resolution, proactive monitoring, processing change requests, and strategic advice on utilizing new Salesforce functionalities.
What is the difference between incident and change management?
Incident management focuses on resolving system errors as quickly as possible. Change management involves carefully planning and implementing structural improvements or new functionalities without compromising stability
Do you work according to fixed ITIL standards?
Yes, we use ITIL as the foundation for our services. This ensures a unified language, clear processes for incidents and changes, and transparent reporting on the quality delivered.
How quickly do you respond to a P1 incident?
For critical disruptions that directly impact your business operations, your request receives the highest priority, and we begin recovery immediately. We define exact response times in a Service Level Agreement (SLA) that fits your organization.
Do you also monitor the connections with our ERP system?
Certainly. Since Salesforce often serves as the core of a chain, we also monitor the stability and data flows of integrations with external systems such as SAP, Exact, or Ridder IQ.
Can you take over management from another Salesforce partner?
Yes, we do this regularly. We always start with a thorough health check and technical scan to understand your current configuration. This ensures a smooth handover and allows us to propose immediate optimizations.
