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Monthly Managed Services

Effortlessly empower your business with our Monthly Managed Services.

Plans and pricing

Flexible plans, competitive pricing - choose the right fit for your business with ease.

Tier I

$1,500/month

Some key features
  • Small Business & Associations Well suited for small organizations with minor tickets and tweaks
  • Resources Project Manager & and Salesforce Consultant with access to senior consultants, developers, and specialty resources*
  • Includes Weekly sync with PM & Consultant, Ticket submission and backlog management, reporting on hours utilization and burn down. 
  • Hours 10 are included at the discounted rate. 

Tier II

$3,000/month

Some key features
  • Growing Small Businesses Good for small businesses in a growth phase
  • Resources Project Manager & and Salesforce Consultant with access to senior consultants, developers, and specialty resources*
  • Includes Weekly sync with PM & Consultant, Ticket submission and backlog management, reporting on hours utilization and burn down. 
  • Hours 20 are included at the discounted rate. 

Tier III

$6,000/month

Some key features
  • Medium-Sized Businesses Ideal for medium-sized businesses or a very active org
  • Resources Project Manager & and Salesforce Consultant with access to senior consultants, developers, and specialty resources*
  • Includes Weekly sync with PM & Consultant, Ticket submission and backlog management, reporting on hours utilization and burn down. 
  • Hours 40 are included at the discounted rate. 

All plans include

Unlock the full potential of your business with our comprehensive plans.

  • Maintenance and Updates

    Ensure your Salesforce and/or HubSpot platforms are always up to date and running smoothly with regular maintenance and updates.

  • Integration

    Integration of Salesforce and/or HubSpot with other tools and systems used by your business.

  • Reporting and Analytics

    Customized reports and analytics to help you track and measure the success of your sales and marketing efforts.

  • Customization & Configuration

    Customization and configuration of your Salesforce and/or HubSpot platform to fit the specific needs of your business, including workflows, reports, and dashboards.

  • User Management

    Set up and manage user accounts for your team, including access levels and permissions.

  • Training and Support

    Provide training and support to help your team get the most out of your Salesforce and/or HubSpot platform.

What to Next?

Here's what to expect once you purchase our monthly support.

  • Introductory Meeting


    We'll set up a first meeting to confirm your order and make sure you meet the requirements. During this meeting, you will meet your Project Manager, who will be responsible for your project's success. If, for any reason, , you will receive a full refund within 7 business days.

  • Kick-off Meeting

    Your Project Manager will arrange a brief kick-off meeting to review the project, scope, and discuss next steps.

  • Complete the Prep Checklist

     (1 week)
    Before we can proceed, you must complete the Prep Checklist provided.

  • Discovery

    Your Project Manager will arrange a Discovery meeting to go through the Prep Checklist with you and ensure everything is in place. During this meeting, they will also review the project, scope, and discuss next steps. You will be asked to complete the Prep Checklist and provide Dynamic Specialties Group with Admin Access to Salesforce.

  • Onboard

     (1-4 weeks)
    Our team of specialists will start preparing your backlog and plan according to our discovery. While you are waiting, we recommend you explore Trailhead, Success Community, the Premier Success Accelerator Library, and the Dynamic Specialties Group YouTube Channel. (Note: This step is not relevant if the client has already had a DSG JumpStart implementation.)

  • Brief the Team

    For each of the items identified in the Backlog, you will need to brief our team in detail with a clear expectation of what is required. The typical briefing process is as follows:

    • Backlog Item is prioritized
    • Client writes brief
    • Meeting with Dynamic Specialties Group to discuss
    • Solution Design
    • Playback Meeting
    • Build & Test solution
    • Deployment
    • Retrospective

Project Success with Our CRM Services.

Ready to elevate your Salesforce and HubSpot game? Let our experts handle your next project and deliver exceptional results.

Frequently asked questions

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Do my hours roll over month to month?

No, the hours do not roll over month to month. The hours are used in the month or lost. We monitor burndown as part of the weekly sync meetings to inform you of utilization. If you are concerned, start at a lower tier and work your way up. We are flexible. 

What are the benefits of signing up for your monthly Salesforce and HubSpot services?

Our monthly services provide ongoing support and expertise to help your business get the most out of your Salesforce and/or HubSpot platform. By signing up, you'll have access to a team of experts who can help you with everything from customization and configuration to training and support.

What is included in the monthly flat rate?

Our support includes a weekly sync in which we discuss what we worked on last week, what we are working on this week, and future work. We address production bugs, standard org maintenance requests, and feature updates that fit within the monthly budget. We can provide you the ability to submit help tickets through a portal, via email to your PM, or in your weekly meetings. We will manage the work in Asana to build a backlog of work to choose from during slow times.  If a project arises that is large in scope or requires specialty skills, we would propose a project.

How are additional hours beyond the allotted amount billed?

Any additional hours beyond the allotted amount will be billed at an hourly rate of $185/hour for the three-tiered program. These rates are subject to change based on the complexity of the tasks and the scope of work involved.

How do I get started with your monthly Salesforce and HubSpot services?

Click the "Buy Now" button to choose your desired tier and submit your payment. A representative will then reach out to schedule an onboarding call and initial discovery session. Once complete, we'll begin providing ongoing support and expertise to help your business thrive on Salesforce and/or HubSpot.

How long is the contract for your monthly services?

We offer month-to-month contracts for our monthly services, so you can cancel at any time if needed. However, we recommend a minimum commitment of 3-6 months to see the full benefits of our services.

Why would I choose monthly support rather than hiring my own internal support staff or a freelancer?

Our monthly support services provide a cost-effective alternative to hiring internal support staff or a freelancer. With our services, you get access to a team of experts who can provide ongoing support and expertise for a flat monthly rate. This allows you to save on the costs of hiring, training, and managing internal staff, or the risk and uncertainty of working with a freelancer. Plus, our team has the experience and knowledge to handle all aspects of your Salesforce and/or HubSpot platform, providing comprehensive support for your business.

What if I have a project?

If a project arises that is large in scope or requires specialty skills, we would propose a project.