Success Stories: Managed Services
We take managed services seriously – not just as support, but as a partnership for long-term success.
As the managed services project architect, I’ve supported 10+ clients in keeping their Salesforce platforms aligned with evolving business needs. This included designing and implementing enhancements, troubleshooting issues, and delivering continuous improvements that make a real impact.
The results:
- Reliable day-to-day support: Stress-free operations with urgent issues handled swiftly and effectively.
- Improved member experience: Streamlined on-boarding processes and significantly faster case resolution times.
- Enhanced data integrity and integration: More ideal data visibility and smoother integration with core and loan origination systems, including Fiserv DNA, Jack Henry, and nCino.
- Skilled internal teams: Clients’ Salesforce admin teams grew with us through hands-on training sessions that drove long-term success.
★★★★★
Charlene was instrumental in making this engagement a success. Her ability to clearly explain technical concepts to my team made a huge difference, and she navigated the changes and adjustments with skill and professionalism. The project wouldn’t have gone nearly as smoothly without her guidance.
System Architect |
Investment and Financial Technology Institution
Testimonial from Implementation Projects
Brought Our Vision To Life With Deep Expertise
❞
Simply put, if you have a difficult project, you want Charlene working on it. She has the ability to stay organized under pressure while offering versatile solutions.
Director
US Consumer Brand
Skilled and Reliable Team
❞
I was amazed by Charlene and her team’s ability to gather requirements and put it into workflows and document and then actual development so quickly. I hold Charlene’s knowledge of Salesforce in very high regard.
Project Manager
Supply Chain Firm
Highly Recommended
❞
Took the time to truly understand our goals, actively collaborated on potential solutions, and provided thoughtful recommendations to guide us toward the best path forward.
Salesforce Administrator
US Non-profit Medical Research Association
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