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Salesforce Managed Services

Whether you need help monitoring, managing, or extending the Salesforce platform and related technology investments, we can support your team.

Are Your Salesforce Org and Other Intelligent Platforms Still Smart Enough?

You’ve made an investment in your technology stack — and we’re here to make sure you get the desired results and ROI. When you partner with us, you get a custom consultative approach, as well as a dedicated team of technology and industry experts with years of expertise not just in Salesforce consulting, but also in data science and analytics. We’ve supported businesses through complex implementations, integrations, and extensive Salesforce managed services, enabling us to rapidly innovate on changing priorities and allowing you to focus on the strategic initiatives of your business.

New to Salesforce managed services? Simply put, Salesforce managed services is an end-to-end solution to optimize, maintain, and evolve your Salesforce instance and related technologies with scalable, specialized skills on demand. With Elevate, our managed services offering, we do all that and more.

Data Science and Analytics: How We're Different from Traditional Salesforce Managed Services

Rather than the most basic maintenance and support you may find with traditional IT vendors who provide Salesforce managed services, we help our customers with complex system enhancements, analytics and predictive models, and outcome-based support that aligns with their business needs. Yes, we know Salesforce, Tableau, and Snowflake, but what really sets us apart is our expertise in analytics and data science.

Data Science

Most organizations don’t know where to start with their data, and fail to realize the value of data science solutions. We analyze your data and blend prescriptive and predictive modeling into your systems to build the foundation necessary to surface actionable insights, helping users make better decisions by predicting likelihood of attrition, propensity to buy, and more.

Your business doesn’t stay fixed so neither should your models. Through Elevate, we help you maximize your investment and ensure models retain their value over time.


Data being at the core of what we do, we prioritize the conversion of data architecture, data integrations, and custom dataflow and preparation to better serve the outcomes of machine learning and analytics.

We focus on placing insights where the business occurs through embedded solutions in Salesforce, allowing for a more intuitive experience.

The Benefits of Salesforce Managed Services

The benefits of our Elevate service and our unique approach, tailored to suit your team’s changing needs and desired business outcomes.

Strategic Planning

Powering through a backlog and knocking out tasks are one thing; strategic planning and advisory services are another. We partner with you, offering recommendations and guiding you through your Salesforce journey. You also get the added benefits of ongoing assistance to monitor and evaluate the effectiveness of your solution.


With Elevate, you get flexible skills aligned with Salesforce, analytics, and data science expertise — meaning we can flex resources up or down with minimal lead time, as compared to traditional project staffing. We combine flexible staffing models and best practices to meet your needs and continuously drive innovation.


As your business grows and evolves, the skill sets you need to maximize business outcomes will change. With Elevate, you get a long-term, capacity-based agreement leveraged at a lower blended rate, resulting in more predictable and scalable spend… and all with access to diverse technical expertise and high-quality deliverables.

Platform Expertise

Our team of certified Salesforce experts is made up of leaders who have spent years focused on customer acquisition and engagement, data analytics and data science, and strategy consulting. In addition to expertise in different Salesforce Clouds, our consultants specialize in related technologies, such as Tableau, Snowflake, Slack, and others.

Industry Expertise

We know the importance of data and how to apply our analytics and AI expertise to suit your industry needs. We specialize in financial services, life sciences, and media… to name a few. With experience at the subvertical level, we’re uniquely positioned to help you get the most value from the Salesforce platform for your target market and internal stakeholders.

Change Enablement

Whether it’s implementing a new sales enablement tool, applying model insights to daily processes, or tweaking task and activity management, everyday changes can affect how you operate on a daily basis. We take pride in not only finding solutions to organizational evolution, but also giving your team ways to adapt and evolve.

Our Intelligent Platform Partners

As the market leader in providing intelligent experience solutions on the Salesforce platform, we combine CRM strategy, data science, and Tableau implementation expertise to drive sustainable solutions on the Tableau platform.

Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science expertise and award-winning Salesforce implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake’s Data Cloud for all your data needs.

mulesoft partner and consultant

Access key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

aws logo

By partnering with AWS, we demystify important AI capabilities and build the operationalized AI that fits your unique needs. Get AI everywhere and actions anywhere — by focusing on which predictive and prescriptive analytics drive the best outcomes.

Salesforce Managed Services Explained in Under Two Minutes

How Do You Get Started?

Finding the right solution when you’re not sure where to start can be overwhelming. As your partner, we have options to help you get started. We’ll also guide you in the right direction based on the individual needs of your business.

Elevate Quickstarts

Whether you need immediate dashboard optimization or immediate insights into service analytics, there’s a quickstart for that. With our Elevate Quickstarts, you get analytics expertise at an accessible price point, as well as templated menus that accelerate the requirements definition process. Best of all, our flexible pacing reduces stress on your business — with start to completion in as little as 8 weeks.

Elevate Org Assessment

As you prepare to enhance and extend your Salesforce org to provide better outcomes for your customers and users, you should ensure you are setting the best foundation for the future. With a quick and thorough analysis of your org, we’ll help you understand where your org is working well and identify areas of improvement. We’ll clearly identify existing issues and opportunities and prioritize them, so you can be confident in your instance of Salesforce and produce valuable insights for your business.

Proven Success With Salesforce Managed Services

With Atrium as a trusted partner, Robert Half has created a nimble, data-driven, AI-optimized solution that allows the company to innovate and respond to business needs at a pace that other companies can’t match.

In a three-month period, we were able to help Twilio address all of their prioritized backlog items. And within just two hours of use, Twilio AEs discovered over $250,000 in missed opportunities thanks to a solution our team built.

Ready to Talk?

Let’s discuss your goals and how we can help you achieve them with Salesforce managed services.