With over 22 years of Salesforce experience, Solvit acts as a true extension of your team. Our Salesforce managed services combine strategic business process alignment with deep platform expertise, ensuring your environment scales, adapts, and delivers continuous ROI without overloading your internal resources.
Salesforce needs can spike at any moment, and when they do, we’ve got you covered. Solvit provides full-spectrum Salesforce managed support services that flex with your business.
We help you:
All with a 100% U.S.-based team that works on your hours, no time zone confusion, no communication gaps.
Your business changes and Salesforce should too. Without regular updates, your CRM can quickly become a source of technical debt and frustration.
With Solvit, you get:
Our Salesforce managed services keep your CRM aligned with your goals, now and into the future.
At Solvit, we know a great Salesforce setup is only half the equation. Your team’s confidence using it is the other half.
That’s why we:
Our goal: A Salesforce environment your team can fully own and thrive in.
Solvit’s team holds multiple Salesforce certifications spanning platform administration, cloud consulting, and development—so no matter what challenge arises, you’ll always be backed by certified specialists.
We bring certified expertise in:
A successful Salesforce implementation isn’t just about go-live—it’s about setting the foundation for long-term performance. Our structured approach ensures the solution reflects your business, integrates smoothly with existing tools, and transitions naturally into a live platform that can be continuously improved and expanded over time.
We begin by aligning on goals, pain points, and success metrics. This phase goes beyond technical requirements—we take time to understand how your teams work, where current systems fall short, and what outcomes matter most. The result is a shared roadmap grounded in real business priorities.
Using what we’ve learned during discovery, we configure Salesforce to fit your workflows—avoiding unnecessary complexity while maximizing usability. Whether it’s custom objects, automation, or UI refinements, every design decision is made balancing immediate needs with future scalability.
Accurate, clean data is the foundation of a successful Salesforce environment. Before migrating, we identify and resolve duplicates, outdated records, and formatting inconsistencies to ensure reliable reporting and usability. Once prepared, data is securely mapped and imported, preserving relationships and minimizing disruption.
We also integrate Salesforce with critical systems—such as ERP, marketing automation, and finance tools—to create a connected environment and eliminate data silos. Where needed, we configure APIs and third-party connections to ensure streamlined, real-time operations.
Adoption is where value becomes visible. We develop role-based training and offer hands-on support at launch to ensure teams are confident and productive from the start. We also stay close during early use to address questions and optimize as needed.
Once live, we don’t disappear. We support phased rollouts when needed, helping teams adjust to new tools without overwhelming them. After launch, we closely monitor system usage, collect user feedback, and resolve early issues to maintain momentum.
Our managed services provide flexible, ongoing support to keep your Salesforce environment running efficiently—while adapting to your changing business needs. Here’s what’s included:
We handle day-to-day admin tasks, including user setup, permission management, configuration updates, and system monitoring—so your team can stay focused on strategic work.
We build and maintain dashboards and reports that give your teams visibility into KPIs, trends, and performance drivers—helping you make confident, data-backed decisions.
We proactively troubleshoot errors, resolve bugs, and ensure stable performance through structured testing and peer review. From user-reported issues to unexpected system behavior, we manage resolution with minimal disruption.
From onboarding new users to rolling out new features, we provide training, documentation, and guidance to drive adoption and keep your teams productive.
We support your connected ecosystem by maintaining system integrations, monitoring API performance, and troubleshooting sync issues across platforms.
We assess upcoming Salesforce releases, test changes in sandbox environments, and manage deployments to ensure new features are rolled out smoothly and safely.
Salesforce evolves—and so should your instance. We help you evaluate new features, implement enhancements, and continuously improve your configuration to meet business goals.
Our team brings hands-on experience across industries where Salesforce is key to driving efficiency, visibility, and growth. We tailor every solution to the realities of your business—so your systems work the way you do.
Centralize project delivery, resourcing, time tracking, and billing. We help firms stay efficient, scalable, and client-focused.
Align sales, onboarding, and customer success in a single platform built for recurring revenue, usage tracking, and renewals.
Optimize donor and program management, track impact, and improve engagement using Salesforce Nonprofit Cloud and custom solutions.
Connect front-office visibility with back-office operations—supporting forecasting, partner management, and service delivery.
Whether you’re scaling your internal Salesforce team or looking for a cost-effective alternative, our managed services give you flexible access to expertise—without the overhead of full-time hires. We work as a standalone solution or a seamless extension of your team —adapting roles and focus areas as your needs evolve.
If you’re looking to partner with a team of PSA and Salesforce experts that puts your business’s operational needs first, look no further. Solvit designs and delivers implementation, integration, and custom solutions that will free you from frustrating work-arounds — so you can get back to working on your business.