Sales teams and technology platforms struggle with CRM administration overwhelming management capacity. Our managed offshore teams handle ongoing Salesforce operations with institutional-quality customization and user support optimization.
Stop struggling with
- Salesforce administration backlogs affecting sales productivity
- Manual customization consuming CRM admin time
- Data quality issues compromising customer insights
- User adoption challenges preventing CRM effectiveness
- Integration maintenance limiting system performance
Start achieving
- Comprehensive Salesforce management with zero sales disruption
- Perfect customization and automated workflow optimization
- Enhanced user adoption and training coordination
- Sales teams focused on revenue generation and customer growth
- 50% reduction in Salesforce management costs
Request A Proposal
Let’s start with a few simple questions about you.
Client Retention
Clients stay because they don’t have to supervise us.
Cost Savings
Structured execution without internal headcount growth.
Accuracy
Because your ops can’t afford inconsistency at scale.
These aren’t project-based numbers. They’re system-level outcomes—visible across cycles and functions.
Strategy is abundant. Execution is rare.
Backed by the Operators that Keep the Real Economy Running
“Working with Assivo felt different from the very start. Their team brought a level of strategy development that matched TreviPay’s most complex operational challenges—the kind of customization we never imagined an offshore partner could deliver.
What impressed me most was the execution: precise, disciplined, and unwavering in integrity, reminiscent of the standards I came to value in over two decades of military service. Assivo doesn’t just deliver capacity—they deliver order, clarity, and results you can depend on.”
—Jim Knickerbocker, Director of Strategic Projects, TreviPay
Built for America’s Middle Market, Recognized by Its Leaders
Administration Complexity Management
Managing ongoing Salesforce operations across multiple sales teams exceeds admin capacity
Customization Requirements
Manual CRM administration requires specialized Salesforce expertise and business process knowledge
User Adoption Coordination
Salesforce management demands continuous training and change management support
Data Quality Maintenance
CRM administration requires ongoing data validation and customer record integrity
Integration Management
Salesforce operations require continuous connectivity with business systems and applications
How We Help
Our managed teams provide comprehensive Salesforce management including system administration, custom development, user training coordination, data quality management, and integration maintenance. We ensure systematic CRM operations while maintaining data accuracy and adapting to varying sales requirements across organizations.
Key Capabilities
Complete Salesforce management lifecycle coordination and CRM administration
System administration and custom development protocols
User training coordination and data quality management
Integration maintenance and performance optimization
The Challenge
A Series C sales technology platform managing high-growth customer operations struggled with Salesforce administration across multiple sales channels. Their operations team spent excessive time on CRM maintenance instead of sales process optimization and customer experience enhancement.
Our Solution
Our dedicated offshore Salesforce management team provides comprehensive ongoing support including system administration, custom development, user training coordination, data quality management, integration maintenance, performance optimization, workflow automation, and continuous improvement across all Salesforce clouds and business applications.
Client Results
- Reduced admin time by 75%
- Achieved 99.9% data quality
- Cut Salesforce management costs by 50%
- Improved user productivity by 60%
- Increased CRM efficiency by 90%
VP Sales Operations | Series C Sales Technology Platform | Multi-Channel Operations | Implementation within Weeks
Structure Delivers Results
Administration Excellence
99.9% data quality through systematic management combining automated CRM monitoring with expert administration review and user coordination
CRM Efficiency
Structured administration ensuring comprehensive Salesforce coordination while maintaining consistent user productivity and system integration quality
Salesforce Expertise
Specialized teams experienced in ongoing CRM administration system customization and sales process optimization best practices
Platform Integration
Comprehensive Salesforce support and coordination ensuring accurate system management with complete documentation throughout CRM workflows
From Inquiry to Excellence
Introductory Meeting
Understand your Salesforce management requirements sales workflows and current CRM administration landscape
Requirements Alignment
Assess your current CRM workflows and identify opportunities for administration improvements and sales optimization
Tailored Proposal
Receive a comprehensive solution designed for your specific Salesforce management and CRM coordination requirements
Structured Onboarding
Implement administration protocols train specialized CRM teams and establish systematic quality control measures
Measurable Outcomes
%
High-Volume Management Capability
99.9%
Data Quality
%
Enhanced User Productivity
50%
Cost Reduction
90%
CRM Efficiency
Client Success Stories
“Their offshore Salesforce team revolutionized our CRM operations. Perfect system administration while our sales team focuses entirely on customer acquisition and revenue growth.”
“The managed service model enabled our platform to scale Salesforce operations without admin bottlenecks. Institutional-quality CRM management at sales speed.”
Industry Applications
Enterprise Software Companies
Multi-division Salesforce management across sales and customer success operations
Sales Technology Platforms
Automated CRM workflows for lead management and revenue optimization
Professional Services Firms
Client relationship management and business development CRM coordination
FinTech Sales Companies
High-volume customer management and sales process automation
Manufacturing Companies
Customer relationship management and sales pipeline optimization
Financial Institutions
Client management CRM administration and regulatory compliance coordination
Expected Outcomes
Comprehensive Salesforce management with zero sales disruption
99.9% data quality across all CRM systems
Enhanced user productivity and training coordination
Reduced Salesforce management operational costs
Improved CRM efficiency and integration maintenance
Streamlined sales operations coordination
Frequently Asked Questions
All Salesforce clouds including Sales, Service, Marketing, Commerce, and Platform applications.
Salesforce expertise with continuous optimization and user adoption management achieves 99.9% quality consistently.
Yes, we manage everything from standard configurations to complex custom development and enterprise integrations.
Enterprise-grade security protocols with encryption, access controls, and complete audit trails.
Yes, we offer comprehensive user training, adoption support, and ongoing education programs.
We have pre-trained expertise on 300+ software packages. We commonly see Marketing Automation, ERP, Support, and Analytics platforms, but we adapt to any system you use.
Advanced development capabilities ensure custom solutions meet business requirements and maintain system performance.
Trusted by the Institutions that Set the Standard
Driving Efficiency Across the Portfolios of Leading Global Investors
Accelerate sales success with comprehensive Salesforce management and CRM optimization.