Salesforce Managed Services
The Secret is DaaS
Delivery as a Service (DaaS) is redefining how institutions imagine Salesforce managed services, which has a bad reputation for being rigid, and reactive, and — dare we say — behind the times.
The Future of Salesforce Managed Services
DaaS goes beyond ticketing and traditional managed services. It offers flexible, expert support through adaptive mini roadmaps and backlogs tailored to your evolving needs.
A cost-effective way to maximize your Salesforce investment—from launch to integration to ongoing development.
Why Reinvent Managed Services?
It had to be done. As demand for skilled IT professionals rises, many institutions have turned to Salesforce managed service for supplementary support, but traditional models fall short of the expertise, training, and budget to maximize Salesforce fully.
Our delivery as a service model helps supplement technical expertise, and project management and actionable and digestible way.
% of IT employees are moving into business roles.
Say qualified job candidates are harder to find.
The Magic of Delivery as a Service (DaaS)
When you work with Fortimize, you’ll have a consistent core team of product experts who partner with your internal owners to innovate and maintain throughout the engagement. With DaaS, we deliver rapid, ongoing value—reducing bottlenecks, controlling costs, and accelerating outcomes.
People
- Executive Alignment
- Centers of Excellence
- Steering Committee
- Roadmapping
- Change Management
- User Adoption
- Training
Process
- Salesforce Launch
- Salesforce Optimization
- Integrations
- Artificial Intelligence
- Marketing Journeys
- Data & Analytics
- Enhancement Releases
Technology
- Financial Services Cloud
- Sales Cloud
- Service Cloud
- Mulesoft
- Analytics Cloud
- Snowflake
- Marketing Cloud
DaaS for Implementation
Our Delivery-as-a-Service model isn’t just for support—it’s a powerful framework for full implementations. With agile teams and flexible engagement, we guide clients from discovery through go-live with continuous delivery and alignment every step of the way.
DaaS Project Types
- AI Installations (e.g. Admin, Coach, Analyst, Sales Agents)
- Workflow Improvements (e.g., Flows, Process Builder, Triggers)
- Data Governance (e.g., Clean, Restructure, Add Automation)
- System Updates (e.g., Seasonal Changes, New Data Models, UX)
- API Audits (e.g., Core, Marketing, ERP, Security Reviews)
- Dashboards & Permissions (e.g., UX, Analytics, Evolutions)
Traditional Technical Support
Fortimize has a traditional technical support service for institutions with deeper internal resources. Our experts can help maintain, optimize, and scale systems on demand. Fortimize Support offers a flexible, ticket-based consulting model with prepaid hours and a set timeline, allowing clients to address evolving business needs without the constraints of fixed-scope agreements.
Training
For both end-users and administrators.
Releases
Update and implement relevant releases.
Troubleshooting
Fix errors, bugs, code, and configuration issues.
Configurations
Tailor user workflows and dashboards.
