Salesforce Support & Managed Services That Keep Your CRM Running Smoothly
Trusted by fast-growing startups and enterprise teams worldwide
Trusted by startups and Fortune 500
Proven Results Across Startups and Global Enterprises
Explore Our Salesforce Support & Managed Services
360° System Health Assessment
We conduct a comprehensive review of your Salesforce org to identify performance gaps, security risks, configuration issues, and improvement opportunities.
Explore
Tailored Support Roadmap
Based on the assessment, we create a customized support plan with defined priorities, SLAs, response times, and business-aligned goals.
Explore
Proactive Monitoring & Alerts
Our team continuously monitors your Salesforce environment to detect potential issues early and prevent user or system disruptions.
Explore
Issue Resolution & Helpdesk Support
We provide expert Salesforce admin and helpdesk support, handling user issues, configuration fixes, reports, dashboards, and bugs.
Explore
Release & Patch Management
We manage Salesforce seasonal releases and patches, ensuring system compatibility, smooth updates, and minimal business disruption.
Explore
Performance Optimization
Our consultants optimize workflows, automation, and integrations to improve efficiency, speed, and overall Salesforce performance.
Explore
Custom Enhancements & Development
We support custom Salesforce development including new features, integrations, APIs, automation, and platform enhancements.
Explore
Regular System Reviews & Reporting
Monthly or quarterly system reviews provide insights into performance, adoption metrics, issue trends, and future improvements.
Explore
User Training & Adoption Support
We train and guide your teams to improve Salesforce adoption, boost productivity, and achieve faster results across departments.
ExploreHow Salesforce Support & Managed Services Fuel Business Success
Business Continuity & Reliability
Ongoing support prevents downtime, reduces risks, and ensures your Salesforce platform is always up and running.
Faster Issue Resolution
Expert support means quick fixes, fewer disruptions, and higher user satisfaction.
Optimized User Adoption
Continuous training and guidance increase platform usage and empower teams to achieve more.
Scalable, CostEfficient Model
Managed services eliminate the need for large internal teams, offering expert care at predictable costs.
Why Companies Choose Dotsquares for Salesforce Support & Managed Services
Experienced Salesforce Professionals
Our certified Salesforce experts bring years of CRM experience, delivering reliable support, proactive insights, and strategic recommendations tailored to your business goals.
Proactive Support Approach
We don’t just fix issues — we prevent them. Through continuous monitoring, preventative maintenance, and release planning, we keep your Salesforce environment stable and future-ready.
Flexible & Scalable Service Plans
Whether you need light admin support or fully managed services with SLAs, our flexible packages scale seamlessly as your business and Salesforce usage grow.
Dedicated Customer Success Team
Your dedicated Dotsquares support team works as an extension of your organization, providing timely assistance, expert guidance, and continuous Salesforce enhancements.
Salesforce Problems Don’t Need a Full Rebuild
Whether you are stuck with slow workflows, poor adoption, or missed insights, Dotsquares steps in fast. Work with experienced Salesforce customization consultants who know how to improve what you already have.
Hire NowHow Salesforce MSP Helps You vs. InHouse Approach
Both configuration and customization help adapt Salesforce to your business. The right choice depends on how far you need the platform to go, how unique your processes are, and how much flexibility you need as you scale. Understanding the difference helps you make smarter, long-term decisions.
Get Expert Advice
Managed Services Provider (MSP)
- Expert team on demand
- Predictable monthly cost
- Proactive monitoring and improvements
- Strategic roadmap for growth
InHouse Support Only
- Higher staffing costs
- Limited Salesforce expertise
- Reactive troubleshooting
- Difficult to scale support
Case Studies
Introduction
Profusion Planning is committed to building trusting, long-term relationships with clients, recognizing that as life changes, financial plans must be flexible enough to adapt. As a dedicated, privately owned financial planning firm based in Western Australia, Profusion Planning holds its own Australian Financial Services License. This ensures that clients' interests are placed at the center of all advice provided.
Challenges
The process relies heavily on manual data entry in Excel, increasing the risk of human error and inconsistencies. Calculations are time-consuming and inefficient, leading to delays in finalizing client contracts.
Solution
Utilize Salesforce automation tools such as Flows and Process Builder to automatically trigger the contract renewal process one month before the contract expiration. Automate the generation of renewal reminders and send them to both clients and advisors, ensuring timely initiation of the renewal process.
Introduction
Reddi Beverages was founded in Chicago by career mixologists with the vision of bringing craft cocktails to the masses. It is their mission to provide high-quality ingredients to bars, restaurants, and at-home cocktail enthusiasts. In addition to a line of cocktail products, Reddi Beverage Company also provides consulting, private label, and beverage manufacturing services.
Challenges
The store was to be developed on Salesforce B2B Lightning, which is a recently launched Salesforce product and has some limitations.
Solution
The platform provides the capability to manage leads through multiple pathways, accommodating various lead sources and nurturing strategies.
Introduction
African Investments Ltd is a Jersey registered company focused on matching business, trade, and investment opportunities across all sectors and countries in Africa. The company has built up one of the most extensive business networks in the African continent, including 25,000 investors.
Challenges
• Smooth transition of data between WordPress and Salesforce
• Create a custom sitemap with a huge number of custom contacts and opportunities
Solution
• Optimized the database to handle large volumes of data
• Created webhooks to sync data in real time from Salesforce to WordPress
Introduction
HopeWorks Foundation is a non-profit charity organization dedicated to providing resources, education, and healthcare services to underprivileged communities in NewYork. The organization relies heavily on donations from individuals and corporate sponsors to fund its initiatives.
Challenges
Donor data is maintained in disparate spreadsheets, leading to inefficiencies in communication and missed engagement opportunities.
Solution
Salesforce Nonprofit Cloud's donor management features were used to automate tracking donor interactions, segment donors, and personalize communication. Dynamic dashboards provide insights into donor engagement levels.
Introduction
Bright Future Foundation is a nonprofit organization based in California focused on providing scholarships, educational materials, and mentorship programs to underserved students.
Challenges
The scholarship application process is manual, leading to delays and potential errors in application review and awarding.
Solution
Implemented Salesforce Nonprofit Cloud to create an online scholarship application portal, with automated workflows for application review and approval.
Connect Salesforce with the Tools Your Business Already Uses
Custom API Connections
We create secure, purpose-built APIs that allow Salesforce to exchange data smoothly with your existing systems, helping teams work from a single source of truth.
Salesforce App Integrations
We build reliable integration apps that connect Salesforce with external platforms, including AppExchange-ready solutions designed for long-term scalability.
Business-Specific Salesforce Integrations
Every integration is designed around your workflows. Dotsquares develops tailored Salesforce integrations using proven technologies to ensure flexibility and performance.
Trusted Integration Platforms
We leverage established integration tools such as Informatica Cloud and Jitterbit to connect Salesforce with multiple applications while keeping complexity under control.
Experience Excellence with Salesforce CRM
Leverage the expertise of our certified developers to tailor Salesforce CRM to your unique business needs. Achieve seamless integration and extraordinary results with our dedicated team.
What Our Clients Say
Talk to a Salesforce Expert
Free consultation, same-day response, confidentiality guaranteed.
