Consistent embedded teamEvery week
See the progress.
Review completed work, resolve decisions, and agree on the next priority.
Clear next stepsOngoing Salesforce and AI Support
Salesforce and AI. Supported together.
Keep your systems improving and your people productive. One team supports your Salesforce, AI agents, and the workflows that connect them—from everyday operations to headless ways of working.
Compare the support models
See what your support model really gives you.
Strengthen your existing team or let us provide the support you need. Compare the people, knowledge, and progress behind the price.
A dedicated employee can bring deep business knowledge. You also own hiring, coverage, and specialist gaps.
| What matters | In-house admin | With our team |
|---|---|---|
| Who keeps the context? | Knowledge can become concentrated in one person. | The same generalists stay with you after the project. AI captures meetings and decisions. |
| Who covers absences or turnover? | You arrange backup and recruit when the role changes. | Overlapping coverage and planned rotation keep knowledge shared across the team. |
| What if the work needs a specialist? | One admin may need help with architecture, integrations, or AI. | Specialists join the core team for the initiatives that need them. |
| Who supports Salesforce and AI together? | Check whether the role covers agent workflows as well as Salesforce administration. | One team supports your CRM, agent workflows, and user adoption—including as you move headless. |
| Who drives the next improvement? | You balance day-to-day support with the improvement backlog. | Direct access to your consultants, with ongoing automation and improvement around your priorities. |
| How do you know it is creating value? | You set goals, measure results, and manage performance. | Weekly progress reviews and monthly value reviews connect the work to your business goals. |
Other consulting firms may route managed services through a support queue to resolve defined requests. Check who retains your context and owns ongoing improvement.
| What matters | Ticket-based managed services | With our team |
|---|---|---|
| Who keeps the context? | Rotating assignees may need the history explained again. | The same generalists stay with you after the project. AI captures meetings and decisions. |
| Who covers absences or turnover? | A shared pool can provide coverage; familiarity with your org may vary. | Overlapping coverage and planned rotation keep knowledge shared across the team. |
| What if the work needs a specialist? | Confirm which expertise is included and when it is available. | Specialists join the core team for the initiatives that need them. |
| Who supports Salesforce and AI together? | Confirm support includes AI integrations, monitoring, and human handoffs. | One team supports your CRM, agent workflows, and user adoption—including as you move headless. |
| Who drives the next improvement? | A request-driven contract may focus on closing the queue. | Direct access to your consultants, with ongoing automation and improvement around your priorities. |
| How do you know it is creating value? | Check whether reporting covers business outcomes as well as ticket metrics. | Weekly progress reviews and monthly value reviews connect the work to your business goals. |
These are working-model trade-offs to evaluate. Individual providers and arrangements vary. We can also strengthen the team you already have.
“The [SOLVD.cloud] team has improved our highly customized configuration of Salesforce significantly to match our business needs.”
Your people and agents. One connected support team.
Get more from Salesforce today, with the expertise to support AI as you adopt it.
Bring requests directly to consultants who know your systems. The same core team stays involved after launch, with shared knowledge and specialist backup—so you can keep improving without starting over.
Support your Salesforce
Improve data, integrations, and automation so everyday work runs smoothly.
Support your AI agents
Maintain agent workflows, monitor results, and refine permissions, approvals, and human handoffs.
Help your people adopt both
Train users, clarify responsibilities, and improve processes so people and agents work well together.
Know what changed and what comes next.
Weekly progress reviews keep work moving. Monthly value reviews connect improvements to your business goals.
Every month
Review the value.
Connect improvements to your business goals and adjust the plan as your needs evolve.
A more valuable systemWhat you have in hand.
- A shared priority list
Upcoming work, owners, and milestones.
Know what comes next and why it matters.- A record of improvements
What changed, what was tested, and how to use it.
Put each improvement to work with confidence.- A weekly written update
Progress, blockers, and decisions that need your input.
Stay informed without chasing an update.- Knowledge that stays with you
Documented meetings, decisions, and system changes.
Keep the context—even as people and priorities evolve.
“He provides learning knowledge & demo training videos of how our teams can be more self reliant within Salesforce.”
Make progress while we learn your systems.
We review your org, active work, and past decisions while addressing a priority your team cares about. You can see how we work before choosing a longer commitment.
FAQs
How do you handle urgent issues and support expectations?
We agree coverage, response expectations, and an escalation path around your business needs. Bring issues directly to your consultants; together, we distinguish urgent support from planned improvements and make any change in priorities visible.
Can you support us as we move to headless Salesforce?
Yes. We support both Salesforce and the AI workflows acting on it, including integrations, agent permissions, human approvals, monitoring, and ongoing improvement. We also help your people adopt new processes and understand when to step in. You can start with your current Salesforce needs and add agent workflows as they become useful to your business.
Explore Headless 360What is Expertise as a Service?
Expertise as a Service is our delivery model. We bring the right mix of specialists and generalists to each engagement, supported by AI agents that accelerate the team’s work, so you get maximum value without overpaying for your outcomes.
See the complete EaaSe delivery modelHow is this different from traditional Salesforce managed services?
Our model keeps an accountable core team close to your business, gives you direct access to the consultants doing the work, and uses agents to accelerate delivery. We agree priorities, communication, and escalation expectations around your support needs.
Compare the embedded-team modelIs the monthly support bill fixed?
Yes. We agree the monthly fee and delivery capacity before work begins. We prioritize the backlog against that capacity, make trade-offs visible, and discuss any additional project before it changes the commercial commitment.
How do project discounts work for support customers?
Long-term support customers receive our best project pricing. We honor the preferred rate for additional projects added while the support contract is active, so our most committed customers continue to receive our best value across the roadmap.
Discuss your investmentDoes this supplement an internal team or replace hiring?
Both models work. Many of our largest customers have internal Salesforce teams that use SOLVD.cloud for parallel capacity, specialist depth, and AI fluency. Other customers use SOLVD.cloud as their Salesforce and AI team rather than recruiting and retaining every capability themselves.
See the complete embedded-team modelHow do you take over from our current provider?
Onboarding starts with the org, active work, current risks, business priorities, and the people who know how the system is used. We rebuild the context into a shared knowledge base and move a real priority while that understanding develops.
Explore the SOLVR context agentThe next move