Salesforce Managed Services | 24/7 Support & Optimization
Proactive Salesforce managed services for financial sector. 24/7 monitoring, continuous optimization, and strategic advisory—all protected by lifetime guarantee.
Imagine having a team of Salesforce ninjas watching your system 24/7/365. Our AI-powered monitoring catches issues 4 hours before they impact users. Predictive analytics identify bottlenecks before they form. Automated healing scripts fix common issues without human intervention. Result: 99.99% uptime, 67% faster system response times, and zero weekend emergency calls. One client saved $400K annually just from prevented downtime.
Stagnant systems die. We keep yours thriving through continuous evolution. Monthly optimization sprints that improve performance, reduce technical debt, and unlock new capabilities. We've helped clients discover an average of $2.1M in unutilized Salesforce features they already owned. Our optimization methodology increases user productivity by 40% and system performance by 60%. With our Lifetime Guarantee, every optimization builds on rock-solid code.
Salesforce releases 3 times yearly. Without us, that's 3 potential disasters. With us, it's 3 opportunities to leap ahead. We manage your entire release cycle: sandbox testing, impact analysis, feature adoption planning, and seamless deployment. Our clients adopt new features 6 months faster than average, gaining competitive advantages while others struggle with basics. When releases break customizations, our Lifetime Guarantee means instant fixes at no charge.
Transform your users from survivors to thrivers. Our support isn't just reactive help desk—it's proactive empowerment. Personalized training paths, just-in-time learning, and a success portal that answers questions before they're asked. We've achieved 97% first-call resolution rates and 4.9/5.0 user satisfaction scores. Users don't just get answers; they get superpowers. Average productivity gain: 3.2 hours per user per week.
Your dedicated Customer Success Manager isn't just an account manager—they're your strategic advantage. Quarterly business reviews that uncover hidden opportunities, roadmap planning that aligns technology with business goals, and executive dashboards that prove ROI. Our CSMs have identified an average of $3.7M in revenue opportunities per client. They know your business, your goals, and exactly how to achieve them with Salesforce.
Why Madrigal Partners?
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Proven Excellence, Guaranteed Results
Testimonials
"Madrigal delivered the impossible: unified commerce across 2,000 stores and online. Commerce Cloud with headless architecture gives us sub-second page loads and 67% higher conversion. Agentforce agents handle customer service in 15 languages, processing returns and recommendations 24/7—generating $18M in incremental revenue. The lifetime guarantee proved invaluable during our global expansion: as we entered 12 new markets, the platform scaled effortlessly. 340% ROI, 45% increase in customer lifetime value, and technology that grows with our ambitions."
"Madrigal's Health Cloud with Agentforce transformed patient care across our 12 hospitals. AI agents triage symptoms, schedule appointments, and provide 24/7 multilingual support—reducing ER wait times by 42%. Data Cloud unified patient records from 47 systems, giving doctors complete histories in seconds. The lifetime guarantee was critical for healthcare: when HIPAA evolved, our compliance updated automatically. We've saved $34M annually, improved patient satisfaction to 94%, and our AI catches critical patterns human eyes miss. This is healthcare's future."
"Madrigal Partners revolutionized how we serve high-net-worth clients. Their Financial Services Cloud implementation with Agentforce AI advisors provides 24/7 intelligent support, identifying opportunities worth $47M we were missing. Data Cloud unified 200+ legacy systems without moving a single byte—our advisors now see everything in real-time. The lifetime guarantee was decisive: when regulations changed, our compliance workflows adapted instantly at zero cost. Result: 340% ROI, 67% increase in assets under management, and advisors who love their jobs again."
"Manufacturing Cloud transformed our entire operation from shop floor to C-suite. Madrigal's implementation connects 10,000 IoT sensors feeding real-time data to Agentforce agents that predict maintenance needs 14 days in advance. Revenue Cloud Advanced handles our complex B2B pricing with 50+ variables, increasing margins by 23%. The lifetime guarantee meant we could innovate without fear—through three major equipment upgrades, our integrations adapted seamlessly. $12M saved in downtime prevention, 89% faster quote-to-cash, and AI that never sleeps."
Questions
What exactly does your Lifetime Guarantee cover?
Our Lifetime Guarantee covers all defects in our original workmanship for as long as you remain a Madrigal Partners client and maintain your Salesforce licenses. This includes:
Programming errors in the custom Apex code we develop
Configuration issues in our initial setup
Integration failures as originally designed and implemented
Workflow and automation defects in our solutions
The guarantee ensures that if any of these issues arise from our original work, we fix them at no additional cost. It's important to note that this covers defects in our work, not new requirements, platform updates, or modifications made by others.
How is this different from typical Salesforce support contracts?
Most Salesforce partners offer 30-90 day warranties, after which you're on your own or need to purchase expensive support contracts. Our Lifetime Guarantee is fundamentally different:
No time limits: While others' warranties expire, our guarantee lasts for the lifetime of your engagement with us
No additional costs: Fixes for defects in our original work are always free
Proactive monitoring: We use AI-powered tools to identify and fix issues before they impact your business
True partnership: This isn't just a warranty—it's our commitment to your long-term success
For ongoing enhancements, new features, and platform updates, we offer comprehensive Managed Services that complement the guarantee.
What happens when Salesforce releases updates that affect our customizations?
Salesforce releases three major updates annually, which can impact custom development and integrations. Here's how we handle this:
Proactive testing: We test all updates in sandbox environments before they go live
Lifetime Guarantee coverage: If an update breaks our original code due to a defect on our part, we fix it for free
Managed Services option: For ongoing compatibility management and feature adoption, our Managed Services ensure your system evolves smoothly with each release
This dual approach—guarantee plus optional managed services—ensures both protection and continuous improvement.
Why should we choose Madrigal Partners for Financial Services Cloud implementation?
Financial Services Cloud requires deep industry knowledge beyond typical Salesforce expertise. Here's why we excel in FSC:
Industry-specific experience: We understand the unique challenges of wealth management, banking, and insurance
Compliance expertise: Our implementations include KYC/AML automation and audit-ready workflows
Proven results: Our FSC clients typically see 3.2x improvement in advisor productivity and significant AUM growth
AI-powered solutions: We leverage Einstein AI for personalized client engagement and predictive analytics
Integration mastery: Seamless connections with core banking systems and portfolio management platforms
Plus, our Lifetime Guarantee applies to all FSC implementations, giving you unmatched peace of mind in a highly regulated industry.
How long does a typical Salesforce implementation take?
Implementation timelines vary based on complexity, but here are typical ranges:
Basic Sales/Service Cloud: 8-12 weeks
Financial Services Cloud: 12-16 weeks
Multi-cloud with integrations: 16-24 weeks
Enterprise transformation: 6-12 months
We use an agile methodology that delivers value incrementally, so you'll see benefits even before full completion. Our lifetime guarantee means we're invested in getting it right the first time, not rushing to meet arbitrary deadlines.
What kind of ROI can we expect from your Salesforce implementation?
While every organization is unique, our clients consistently report significant returns:
Productivity gains: 40-60% improvement in sales team efficiency
Revenue growth: Average 23% increase in sales within the first year
Cost reduction: 30-50% decrease in operational costs through automation
Customer satisfaction: 45% improvement in NPS scores
Data accuracy: 90%+ reduction in data errors
For Financial Services Cloud specifically, we've seen advisors increase AUM by an average of $4.3M per year. Our ROI analysis service can provide projections specific to your organization.
Do you work with companies that already have Salesforce but need help optimizing it?
While every organization is unique, our clients consistently report significant returns:
Productivity gains: 40-60% improvement in sales team efficiency
Revenue growth: Average 23% increase in sales within the first year
Cost reduction: 30-50% decrease in operational costs through automation
Customer satisfaction: 45% improvement in NPS scores
Data accuracy: 90%+ reduction in data errors
For Financial Services Cloud specifically, we've seen advisors increase AUM by an average of $4.3M per year. Our ROI analysis service can provide projections specific to your organization.
What industries do you specialize in?
While we serve clients across industries, we have particularly deep expertise in:
Financial Services: Wealth management, banking, insurance (our Financial Services Cloud specialty)
Healthcare & Life Sciences: Providers, payers, medical device companies
Professional Services: Consulting firms, law firms, accounting practices
Technology: SaaS companies, software vendors, IT services
Manufacturing: Discrete and process manufacturers
Our industry expertise means we understand your specific challenges, compliance requirements, and best practices. We don't just implement Salesforce—we configure it to match your industry's unique needs.
How do you handle data security and compliance requirements?
Security and compliance are fundamental to everything we do, especially for our financial services and healthcare clients:
Certified professionals: Our team includes Salesforce Certified Technical Architects with security specializations
Compliance frameworks: We implement solutions compliant with HIPAA, SOC 2, GDPR, and financial regulations
Security best practices: Including encryption, field-level security, IP restrictions, and SSO implementation
Audit trails: Complete documentation and change tracking for regulatory requirements
Data residency: Ensuring data stays in required geographic locations
We also conduct security reviews throughout the implementation and provide documentation for your compliance audits.
What makes your team different from other Salesforce consultants?
Our team combines technical excellence with business acumen:
100% Salesforce certified: Every consultant holds relevant certifications
Industry veterans: Average 10+ years of experience, many from the industries we serve
Continuous learning: We invest 20% of our time in training and certification
Solution architects: Not just developers, but strategic thinkers who understand business impact
Lifetime commitment: Our team members know their work is guaranteed for life, driving exceptional quality
Unlike firms that offshore critical work, our core team handles all architecture, development, and strategy. This ensures consistent quality and clear communication throughout your project.
Can you integrate Salesforce with our existing systems?
Integration is one of our core strengths. We've successfully connected Salesforce with virtually every type of enterprise system:
ERP systems: SAP, Oracle, Microsoft Dynamics, NetSuite
Marketing platforms: HubSpot, Marketo, Pardot, Mailchimp
Financial systems: QuickBooks, Sage, custom banking platforms
Communication tools: Microsoft 365, Google Workspace, Slack, Zoom
Industry-specific: EMRs for healthcare, core banking systems, portfolio management tools
We use enterprise-grade tools like MuleSoft for complex integrations and native Salesforce tools for simpler connections. Every integration is designed for reliability, scalability, and real-time data flow where needed.
What if we need changes or new features after implementation?
Business needs evolve, and your Salesforce platform should evolve with them. Here's how we handle post-implementation changes:
Lifetime Guarantee: Covers fixes for any defects in our original work—forever
Managed Services: For new features, enhancements, and ongoing optimization
Change request process: Clear procedures for scoping and implementing new requirements
Agile approach: Quick iterations for continuous improvement
Knowledge transfer: We can train your team to handle minor changes independently
Many clients start with implementation and transition to our managed services for ongoing support. This ensures your Salesforce investment continues delivering value as your business grows and changes.
Do you provide training for our team?
Comprehensive training is critical for success, so we've developed a multi-faceted approach:
Role-based training: Customized sessions for different user groups (sales, service, management)
Hands-on workshops: Learn by doing in a safe sandbox environment
Documentation: Custom guides specific to your processes and configurations
Train-the-trainer: Empower your super users to support others
Ongoing support: Quick reference materials and video tutorials
We measure training success through adoption metrics and adjust our approach as needed. Many clients see 90%+ adoption rates within 60 days of go-live thanks to our comprehensive training approach.
What is your implementation methodology?
We use a proven agile methodology that delivers value incrementally while reducing risk:
Phase 1: Discovery & Design (2-4 weeks)
Deep dive into your processes, pain points, and goals. Output: detailed implementation roadmap.
Phase 2: Core Configuration (4-8 weeks)
Build foundation elements: data model, security, core objects, and workflows.
Phase 3: Advanced Features (4-8 weeks)
Custom development, integrations, automation, and specialized functionality.
Phase 4: Testing & Training (2-4 weeks)
User acceptance testing, performance optimization, and comprehensive training.
Phase 5: Go-Live & Hypercare (2-4 weeks)
Phased rollout with intensive support to ensure smooth adoption.
Throughout, we maintain constant communication with regular demos and feedback cycles.
How do we get started with Madrigal Partners?
Starting your Salesforce transformation with Madrigal Partners is straightforward:
Initial Consultation (Free): 30-60 minute call to understand your challenges and goals
Discovery Workshop: Half-day session to dive deep into your requirements
Solution Proposal: Detailed roadmap with timeline, investment, and expected ROI
Contract & Kickoff: Simple agreement that includes our Lifetime Guarantee terms
Project Launch: Your dedicated team begins the transformation
Most clients move from initial consultation to project kickoff within 2-3 weeks. We can also start with a smaller pilot project if you prefer to experience our approach before committing to a full implementation.
Ready to transform your business? Contact us today for your free consultation.
Our Toolset
Initial Consultation
Discuss project goals, requirements, and timeline. Understand client needs to provide tailored solutions.
Project Planning
Develop a detailed project plan, including milestones and deliverables, ensuring alignment with client expectations.
Design & Prototyping
Create wireframes and design prototypes. Get client feedback to refine and finalize the design before development.
Development Phase
Build and integrate features, ensuring quality and functionality. Regular updates and reviews with the client.
Testing & QA
Thoroughly test the project for bugs and issues. Conduct client review and final adjustments before launch.
Launch & Maintenance
Deploy the project live. Provide ongoing support, updates, and maintenance to ensure long-term success.
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