Salesforce Managed Services That Deliver Results

Turn Salesforce and HubSpot into your most powerful growth engines with certified experts who deliver tailored implementation, revitalization, and managed support — so your technology works for you, not against you.

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What's Included in Our Comprehensive Salesforce Managed Services

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

Maintenance & Updates

Keep your Salesforce and/or HubSpot running smoothly with regular updates, proactive monitoring, and ongoing CRM maintenance to ensure everything performs the way it should—day in and day out.

Customization & Configuration

Get a platform tailored to your business. We configure workflows, reports, dashboards, fields, and processes so your CRM reflects how your team actually works.

System Integration

Focus on growth while we handle the technical side. DSG provides ongoing maintenance, data management, workflow tuning, and on-call support for your team.

DevOps Management

Using platforms like Copado, we manage deployments, version control, and org development processes to keep your environment clean, consistent, and scalable.

Org Release Updates & Health Checks

We proactively monitor your org, apply key release updates, and address issues before they become outages—keeping your CRM stable and secure.

CRM Training & Support

Your team never has to go it alone. We provide hands-on training, platform guidance, and ongoing support to help you get the most out of your CRM.

Why Choose Dynamic Specialties Group for Salesforce Managed Services

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Customized Managed Services

Because your CRM deserves more than a one-size-fits-all approach. DSG is your hands-on partner for smarter systems, stronger data, and seamless support. 

 

Real Results. Real Growth.

  • 99%+ uptime across supported platforms

  • 100% standardized pipelines, properties, and reporting dashboards

  • 2–4 hours saved per rep per week after automation

  • 40–60% faster sales-cycle handoffs

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Certified Salesforce & HubSpot Experts

Our specialists bring years of experience across several industries.

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Data-Driven Decisions

Helping you unlock reporting and automation that drives measurable growth.

Project Success with Our Managed CRM Services

If your CRM feels messy, underused, or overcomplicated, we’ll help you clean it up, power it up, and keep it running smoothly.

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Frequently Asked Questions

Getting Started & How It All Works

Easy! Schedule a consultation call with us. We'll use that time to learn more about your project and specific needs.

On-boarding with us is like moving into a new house, but with less dust and fewer lost socks.

Here’s what goes down:

  1. Introductions—you’ll meet your project manager
  2. Kickoff call—meet the team, set expectations, and share goals
  3. Access setup & discovery—you hand us the keys (securely), review the project scope, and complete a “prep-checklist.”
  4. Quick-win identification—we find the easy wins and fast fixes
  5. On-boarding and backlog creation—everything you want, everything you need, everything your last admin didn’t get to
  6. 30-day plan—so you know exactly what to expect

By week four, you’ll wonder how you ever survived without us.

We run a monthly Release Update & Health Check to ensure your org stays secure, stable, and fast. Salesforce updates can be helpful, or quietly catastrophic. We make sure they behave.

We monitor:

  • Breaking changes
  • Security vulnerabilities
  • Performance slowdowns
  • New features you might be missing

And we’re proactive, meaning we’ll fix things before they become problems. Your team keeps working without surprise downtime.

What's Included (and What Isn't)

Think of it as your all-in-one, “we’ve-got-you” support system:

  • Weekly sync meetings
  • Bug fixes
  • Routine maintenance
  • Feature updates (within your plan’s scope)
  • Help desk options via portal, email, or weekly meeting

If something big pops up—like a complete new product implementation or a custom-coded masterpiece—we’ll scope it as a separate project so your monthly rate stays predictable.

A few things live outside the monthly scope, such as:

  • Large-scale implementations (CPQ, FSC, Marketing Cloud, etc.)
  • Complex custom Apex development
  • Major data migrations
  • Net-new third-party integrations
  • Multi-month strategic overhauls

If one of these shows up, we’ll give you a heads-up and propose a project before lifting a single finger.

If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.

If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.

Examples of “project territory”:

  • Implementing a whole new Salesforce module
  • Migrating tens of thousands of records
  • Custom development requiring testing cycles
  • Integrating with external systems

We’ll always clarify which bucket your request falls into.

DevOps, Tools, and How We Work Behind the Scenes

DevOps is what keeps your Salesforce changes safe, fast, and drama-free. We use Copado Essentials Plus to handle deployments, backups, version control, and testing—so updates don’t break your org or your team’s spirit.

Without DevOps:

  • Data gets overwritten
  • Features break
  • Risks multiply
  • Your admin spends hours fixing things that should've just worked

With DSG’s DevOps:

  • Deployments are safer
  • Releases are faster
  • Mistakes get caught early
  • Your org stays healthy

It’s basically insurance for your Salesforce, except fun.

We use:

  • Copado + GitHub for DevOps
  • Visual Studio Code for development
  • Secure cloud storage for backups (when needed)
  • Asana for project management
  • Figma for process documentation & mockups

Tools we’re proud of—processes we trust.

If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.

If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.

Examples of “project territory”:

  • Implementing a whole new Salesforce module
  • Migrating tens of thousands of records
  • Custom development requiring testing cycles
  • Integrating with external systems

We’ll always clarify which bucket your request falls into.