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
Delivery-as-a-Service (DaaS) removes financial and operational risk with predictable monthly costs—no surprises or change orders—avoiding the pitfalls that derail nearly 70% of IT projects.
It keep scope aligned, outcomes predictable, and your Salesforce investment delivering lasting value.
Why Reinvent Managed Services?
It had to be done. As demand for professionals rises, many institutions have turned to “managed service” for support, but traditional models fall short of the expertise, training, and budget to maximize their Salesforce investment.
% 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
A Unified Delivery Model
At Fortimize, Delivery-as-a-Service (DaaS) isn’t a project style—it’s our DNA. Whether it’s a new implementation, a health check, or ongoing optimization, we use the same agile, transparent delivery framework. That consistency keeps clients confident, teams aligned, and outcomes measurable from day one.
Most firms juggle multiple delivery models—each with different contracts, teams, and expectations. We don’t. Our teams aren’t boxed into roles or phases—they collaborate continuously. That means wicked-smart humans spend their energy solving problems, not managing process. Every sprint builds on the last, every decision stays connected, and innovation moves faster because the delivery model never changes.
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.
