i n o v i

Salesforce Resources Icon Salesforce Managed Services

The best of both worlds: Flexible + Predictable

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Our fixed-fee, customizable Salesforce Managed Services plans offer 24/7 access to Inovi Salesforce experts. With Inovi Salesforce Managed Services, your Salesforce needs will never outpace your team’s expertise and capabilities.

Focus on your core business while benefitting from our specialized expertise.

Trusted & Tested

Inovi’s team has successfully delivered tens of thousands of hours of project work. Trust your business-critical CRM managed services to a team with deep expertise and decades of experience. Inovi’s rigorous sandbox testing uncovers hiccups or flaws before they can make it into production, and we ensure there are minimal disagreements between critical systems such as accounting, invoices and accounts payable so all of your programs can effectively communicate and share data.

On Time & On Budget

Our dedicated US-based and offshore development teams save time and money. Our fixed-fee CRM managed services plans offer small to mid-sized companies flexibility and predictability.

Specialized Skillsets

Our specialists have proven expertise in all the platforms we support. Our team includes Certified Salesforce Consultants with decades of experience in Salesforce and complementary platforms. From custom app development to Field Service Lightning, Service Cloud and Sales Cloud, we “exact match” our skilled professionals to your talent needs.

From HR to billing, invoicing, project management, marketing automation and more, Inovi Salesforce Managed Services ensures that each platform integrates flawlessly with Salesforce to keep your business running smoothly.

Near-Zero Attrition

Inovi’s industry-leading employee retention rate ensures efficiency and continuity through the completion of your project. Our near-zero attrition rate means the same talented team of developers is with you from start to finish. Staffing continuity ensures faster delivery of crucial projects, better daily coordination, knowledge accumulation and a smoother process that saves time and money.

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Custom App Development

Optimize your operations with custom-built applications and functionality designed to solve even the most vexing business challenges. Inovi’s apps and components are enjoyed by Salesforce users across the globe, and our team is constantly developing new solutions that solve business challenges, improve productivity and help businesses thrive.

For each development project, our team of Certified Salesforce Consultants ensures that all of your critical systems are smoothly integrated with Salesforce so they can seamlessly share data and talk to each other. We future-proof your Salesforce environment by creating elegant architecting and provisions for future interfaces and integrations that haven’t even been invented yet.

Whether you need a custom REST API in Salesforce or use an external SOAP Service, our team of Certified Salesforce Consultants can develop integrations using tools such as MuleSoft, Jitterbit, DBSync, DBAmp, CozyRoc, TaskFactory, Heroku and AWS.

Service Packages


Administration Services

  • First response to user questions and tickets
  • User setup, management and security
  • Configuration and management of workflows, validation rules, process builder
  • Data quality management and data loading
  • Creation and management of business reports and dashboards
  • Ongoing maintenance and support

Bronze + Developer & Integration Services

  • *Includes Bronze Scope Plus
  • Manage customer org updates
  • End user adoption and training
  • Creation and management of workflows, validation rules, process builder
  • Build, deploy and maintain code for all custom development needs
  • Design, build and maintain system integrations
  • Ongoing maintenance and support plus custom functionalities developed to support the growth or expansion of their business

Silver + Email Marketing Services

  • *Includes Bronze Scope Plus
  • Support and management of Marketing Cloud and/or Pardot
  • Design and creation of email templates
  • Ongoing maintenance and support plus custom functionalities developed to support the growth or expansion of their business
  • Support, development and digital marketing services to build a strong connection with their customers