Salesforce MSP
Ongoing Salesforce support and improvements, so your system keeps growing with your business.
Monthly Retainer Plans
Our Packages
Flexible monthly retainers to cover implementation, setup, development, integrations, and ongoing enhancements based on your business needs.
Essentials
20 hours/month
- Admin support for daily tasks
- Quick fixes and troubleshooting
- User Q&A and guidance
- Small, safe enhancements
- Monthly health checks to keep Salesforce optimized
Growth
40 hours/month
- Redesign key workflows to remove bottlenecks
- Reduce manual processes with automation
- Improve data quality and consistency
- Align reports and dashboards with real KPIs
- Provide targeted user coaching where needed
Optimize
60 hours/month
- Connect Salesforce with third-party tools and apps
- Align data models and ensure proper syncing
- Add robust error handling for reliability
- Build and validate flows with test cases
- Deliver advanced dashboards and analytics
Scale
80 hours/month
- Roll out new Salesforce features at speed
- Train teams and manage change effectively
- Strengthen governance and analytics
- Support cross-departmental adoption
- Deliver advanced automation and integrations
Custom Plans
Not every business fits into a predefined package.
Get a personalized retainer built around your goals:
- Flexible monthly hours
- Focused on your highest priorities
- Mix of implementation, integrations, automation, and training
- Perfect for complex or evolving Salesforce environments
Services
What we do
We specialize in helping businesses achieve success with Salesforce
Smart Solutions
Industries
Understanding how each industry operates is key to designing Salesforce solutions that actually work for your business.
Rethinking real estate operations in a data-driven world
Modern systems for institutions that drive learning and impact
Simplifying care delivery through smarter systems
Testimonials
Clients about us
I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!
John. B. · Access College America
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FAQ – Working with Palm Consulting
Frequently Asked Questions
Straight answers about working with Palm Consulting on your Salesforce project.
Managed Services
What Is Included In Managed Services
Most Salesforce orgs do not break all at once. They slow down gradually: a workflow nobody updated, a report that stopped matching reality, a new hire who never got proper training. A managed services retainer catches that drift before it costs real time.
- Day-to-day admin support: user setup, permissions, field and workflow changes, data fixes.
- Proactive monitoring so issues get caught before they become support tickets.
- Release management: reviewing and testing new Salesforce releases before they hit your org.
- Ongoing optimization: automations, reports, and dashboards refined as your process changes.
- A direct line to a consultant who already knows your org, instead of starting from zero with every request.
More about managed services
How much do Salesforce managed services cost?
It depends on the number of hours and scope your team needs each month. We offer tiered retainers, Essentials, Growth, Optimize, Scale, and Custom, built around monthly hours rather than one-size-fits-all pricing. After a free consultation we recommend the tier that fits.
Do I need managed services if I already have an in-house Salesforce admin?
Not always. Some clients use us to cover overflow work, second-opinion architecture decisions, or coverage during vacations and turnover. Others use us as their entire Salesforce team.
What is the difference between managed services and a new implementation?
Managed services assumes your org is already live and needs ongoing support. If you are starting from scratch or need a major rebuild, that falls under implementation, though the same team handles both.
Can you take over support for an org another consultant or agency built?
Yes. We regularly onboard orgs built by other partners or in-house teams, starting with a short audit before making changes.
Do you offer month-to-month or only annual contracts?
Retainers are structured around monthly hours. Ask us about the commitment terms that fit your situation during the free consultation.
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.