Ongoing Service

What's Included

👤 User Management & Permissions

People join. People leave. Roles change. We handle all of it — adding and deactivating users, adjusting profiles and permission sets, and making sure the right people have access to the right information. No security gaps, no outdated licenses sitting idle.

You'll end up with: A clean, secure org where access reflects your team as it actually exists today.

🗂 Data Cleanup & Deduplication

Bad data compounds over time. Duplicate records, inconsistent formatting, and outdated contacts quietly erode your team's trust in the CRM — and their willingness to use it. We perform regular audits and cleanups to keep your database accurate and reliable.

You'll end up with: Data your team actually trusts — and will actually use.

📊 Reports & Dashboard Updates

Your business changes. Your reports should too. We update existing dashboards, build new ones as needs evolve, and make sure your leadership team always has a clear, current view of pipeline health, sales activity, and performance.

You'll end up with: Reporting that keeps pace with your business — not a snapshot from six months ago.

🔧 Troubleshooting & Bug Fixes

Flows break. Fields behave unexpectedly. Integrations act up. When something goes wrong in your Salesforce org, you don't want to wait days for a response. We diagnose and resolve issues quickly so your team stays productive.

You'll end up with: Fast, reliable support from someone who already knows your org — no onboarding required.

🔄 Seasonal Updates & Optimizations

Sales processes evolve with your business — new products, new territories, new fiscal year goals. We make regular updates to keep your Salesforce configuration aligned with how you actually sell today, not how you sold 18 months ago.

You'll end up with: A Salesforce org that grows with your business instead of falling behind it.

How It Works

Choose the Model That Fits Your Needs

Hourly Support Pay only for the time you use. Best for businesses with occasional, unpredictable admin needs. Submit a request and we get to work — no retainer required.

Pre-Purchased Block of Hours Buy a block of hours upfront at a preferred rate and draw down as needed. Best for businesses that want predictable costs and faster response times without committing to a monthly retainer. Unused hours roll over.

On-Demand / As-Needed No commitment, no minimums. Reach out when something comes up and we'll handle it. Ideal for businesses that have a stable org but need occasional expert support for one-off tasks or unexpected issues.

Why Ongoing Admin Support Makes Sense

Most small businesses fall into one of two traps: they either neglect their Salesforce org until it becomes a problem, or they try to manage it internally with someone who has a dozen other responsibilities.

Neither works.

A neglected org leads to bad data, frustrated reps, and wasted investment. An internally managed org leads to a well-intentioned employee spending hours on tasks that would take an expert minutes.

Ongoing admin support from Columbia Solutionforce gives you the best of both worlds — a consistently well-maintained org and a senior expert who responds quickly, knows your setup inside and out, and has no learning curve.

Who This Is For

Ongoing admin services are the right fit if you:

• Have Salesforce in place but no dedicated internal admin

• Are spending too much internal time managing user access, data, and reports

• Have experienced issues that sat unresolved longer than they should have

• Want your Salesforce org to stay current as your business evolves

• Need expert support on call without the cost of a full-time hire