Managed Services

Our Managed Services offering gives our customers effective access to our team’s 15+ years of Salesforce + NetSuite administration and development expertise. Whether you have in-house Salesforce and/or NetSuite resources that you want to supplement, or you want to rely on SAASCG fully, our goal is to be a valuable resource for your company to address ongoing business demands with appropriate Salesforce and NetSuite capabilities. We ensure satisfaction by embracing a state-of-the-art SAASCG Customer Community and assigning a responsible, golden rule natured SAASCG Relationship Manager to serve you well.  
We provide comprehensive Salesforce and NetSuite administration and development by assessing and optimizing your Salesforce and/or NetSuite design and setup with constructive guidance and execution of best practices for the following business processes:

Salesforce Sales, CPQ and Service Clouds
  • Lead Management 
  • Opportunity Management 
  • Quote Management 
  • Contract Management
  • Renewals Management 
  • Customer Service Management
  • Customer Support Management 
  • Reporting and Analysis via Dashboards, KPIs, Reports and Views
  • Data Clean Up and Import/Export
  • Automation - Approval Workflows, Process Builders, and Flows
  • Development - Lighting, Apex, and Visualforce 
  • User Training
 
NetSuite ERP, OneWorld, Professional Services Automation and SuiteSuccess 
  • Quote-to-Cash Management
  • Revenue Recognition Management
  • Procure-to-Pay Management
  • Project Time, Expense and Billing Management
  • Financials & Accounting Management
  • Consolidations Management
  • Reporting and Analysis via Dashboards, KPIs, Reports and Saved Searches
  • Data Clean Up and Import/Export
  • Automation, including Approval Workflows
  • Development - Scripting
  • User Training

Integrations Managed Services
  • Salesforce + Netsuite 
  • 3rd-Party Connectors (SF + Marketo, NS + Avalara, NS + Concur, NS +  Expensify) 
  • Real Time or Scheduled Syncs
  • Custom Integrations
  • Integration Optimization
  • Integration Reporting and Analysis 
  • Boomi or Celigo User Training​
Whether our customers choose to utilize a single offering or any combination of the three managed services, SCG will give you confidence that your Salesforce + NetSuite environments are working well. Your SaaS Consulting Group Relationship Manager will help you onboard, execute timely and effective communications, and proactively ensure your satisfaction including the following best practices:

  • SAASCG will manage support requests via SAASCG’s Customer Community, powered by Salesforce Service Cloud 
  • SAASCG’s Customer Community will serve as the central support request repository, accessible by our customers designated assignees
  • Support request acknowledgment will be immediate, with responsible level of effort estimates provided promptly
  • Requests are categorized, assigned and addressed by the appropriate SAASCG skill set 
  • Email alerts are provided for status updates
  • Proactive support request resolution
  • Comprehensive User Acceptance Testing (UAT) processes
  • Deployment of support request features into your production instance
  • Performance reporting delivery

In summary, we provide outstanding and timely resources, focused on meaningful results, within a flexible offering that fits within your monthly budget. ​