Salesforce maintenance
Keep your CRM reliable, secure and efficient over time with proactive, expert maintenance.
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CRM maintenance
- Regular follow-upContinuous checks on your CRM.
- Prevention and fixesIncidents detected, solved and anticipated.
- A reliable CRMLasting stability, security and performance.
Expert maintenance for a Salesforce org that keeps performing
We look after the stability and evolution of your CRM, so it stays aligned with your business needs and goals.
Corrective maintenance
Fast diagnosis and resolution of anomalies, errors and blockers to get your CRM working properly again.
Adaptive maintenance
Adapting Salesforce to your new business needs (process changes, fields, rules, automations, etc.).
Continuous optimisation
Better performance, data quality and user experience (speed, reliability, usability).
Configuration checks
Regular review of settings, permissions, sharing and integrations for a consistent, secure CRM.
Automations that degrade over time
A typical Salesforce maintenance case.
- The problemAfter several months of use, some automations (Flows and rules) no longer run correctly, leaving incomplete data and manual tasks.
- The solutionAudit of the automations, fixes to the failing elements, clean-up of obsolete rules and proactive monitoring.
- The resultReliable processes again, up-to-date data and a more stable CRM, with monthly follow-up so the problem doesn't come back.
Before
Automations
- Flow – Account updateFailing
- Rule – AssignmentPartial
- Flow – Follow-upInactive
After
Automations
- Flow – Account updateActive
- Rule – AssignmentActive
- Flow – Follow-upActive
How does maintenance work?
A simple, transparent and continuous process, for a CRM that stays operational.
- 1
CRM audit
We assess the current state (performance, automations, configuration, risk areas).
- 2
Prioritised actions
We identify and plan the fixes, optimisations and changes to make.
- 3
Monthly work
We make the fixes, adjustments and optimisations according to the plan (with a report).
- 4
Follow-up and recommendations
A regular review and advice to keep your CRM reliable, secure and efficient over time.
What monthly maintenance includes
Complete, proactive care of your Salesforce, month after month.
Technical follow-up and stability
- Checks on automations (Flows, rules...)
- Anomalies detected and fixed
- CRM performance monitored
Data quality and security
- Data quality checks
- Permissions and sharing reviewed
- Security recommendations
Changes and optimisation
- Small changes and adjustments
- Existing processes optimised
- Continuous improvement advice
See the details of the maintenance plans and choose the level that suits you.
Frequently asked questions
Answers to the most common questions about our Salesforce maintenance.
Corrective maintenance fixes what no longer works (errors, access, wrong reports). Adaptive maintenance adapts Salesforce to your new needs (fields, rules, automations).
Every month, within your plan: your requests as they come in, plus the planned checks, with a monthly report.
Yes, within the plan's hours: small adjustments, optimisation of existing processes and improvement advice. Apex development and integrations remain on a quote.
Through a monthly report: hours used, requests handled, changes made, risks and recommendations.
Hand your Salesforce maintenance to Super Admin CRM
Expert follow-up, regular work and a CRM that stays reliable, secure and efficient.