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Managed Support

Navigate the Cloud

SUPPORT AS A SERVICE

Achieve an 80% higher return on your  investment by providing the level of support your system and team need.

Beyond Help Desk

Standard with all our managed products or as an add-on to existing Salesforce systems.

We don’t just help you and your team to use the system, we help you drive user adoption, increase productivity, and ensure business continuity and minimize risk. Support provided by Certified Administrators & Consultants.

Our goal is not to just have great customer support but “amazing customer support”

Focus on your business - leave the rest to us.

Premier Admin Support & Services

User Support

Online access to Customer Support Knowledge Base

Search the self-help knowledge base of articles and videos for instant assistance

Customer Community Discussion Board

Get help, ideas and share best practices with users just like you

Ongoing Consulting

Salesforce is a very powerful system - we help you build a system that works and keeps on working

Online case submission & tracking

New User Setup and Orientation

Live Chat and on-line meetings

Fast initial response times

Really Fast, we know you are working and need help now - our average response time is under 15 minutes

Submit your case and track it to completion

Online session to make sure new user is logged-in and setup correctly.

Get instant help or start a quick live video conference

Administrative Task

Users (1)

Create, update and deactivate users

Profiles

Create and update profiles

Page Layouts (2)

Create and update page layouts

List Views

Create and update list views

Custom Fields

Record Types

Roles

Create and update roles and role hierarchies

Create and update custom fields.

Create and update record types

 

Dashboards

Create and update dashboards as necessary

Workflow Rules/Tasks/Alerts/Field Updates

Create and update workflow rules, task, alerts, and field updates

Reports

Validation Rules

Assist in creation and modification of reports as necessary

Create and modification of validation rules as necessary

 

Set Up and Customization

Communication Templates

HTML Letterhead Templates

Create HTML letterhead templates (3)

Email Templates

Assist in creation of email templates

Data

Security

Company

Collaboration

Mass Transfer Records (1)

Mass transfer records, provided by customer in formatted CSV file

Mass Create Records (1)

Mass create records, provided by customer in formatted CSV file

Mass Update Records (1)

Mass Delete Records (1)

Mass delete records, provided by customer in formatted CSV file

Mass update records, provided by customer in formatted CSV file

Sharing Rules

Create and update sharing rules

Password Policies

Manage password policies

IP Ranges

Add and update IP ranges

Session Settings

Field Accessibility

Create and update field accessibility

Manage session settings

Password Policies

Manage password policies

Session Settings

Manage session settings

Password Policies

Manage password policies

Session Settings

Manage session settings

Formula Fields

Create and modification of formula fields as necessary

Dashboards

Create and update dashboards as necessary

 

Territory

Territory Setup

Setup territories provided by customer in formatted CSV file

Territory Rules

Create and update territory rules

User Territory Assignments (1)

Create and update user territory assignments

So, what is not covered? In addition to the items listed in the next paragraph, we like to keep it simple. If what you need requires more then 30 minutes to complete, we consider that a project and will provide you with a quote to do. Rest assured, we can do a lot in 30 minutes.

 

Administration Services excludes the initial implementation of your system, data migrations, data management or manipulation (de-duping, merging, cleansing), copy from one org/object to another, AppExchange installs/uninstalls/, extensive customization, and custom code.

(1) Customer provides data (upload ready) in TSG-specific CSV format.

(2) Excludes custom code.

(3) Includes creation of templates; HTML email content provided by customer.

THE SAILOR GROUP

 

13506 Summerport Village Pkwy.

Suite 285

Windermere, FL 34786

1-888-414-8120

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