When embarking on a Salesforce implementation, organizations must choose the right engagement model that aligns with their needs, budget, and long-term goals. At Peergenics, we offer two primary execution models: Managed Services and Scoped Projects. While both approaches drive Salesforce success, they cater to different business requirements, timelines, and resource structures. Understanding their distinctions can help organizations make an informed decision that best suits their operational strategy.

Scoped Projects: Structured, Goal-Oriented, and Defined

A Scoped Project is a clearly defined engagement with a set timeline, deliverables, and budget. It follows a structured methodology to achieve specific business objectives within a fixed scope. This approach is ideal for organizations that require a focused implementation, such as a new Salesforce rollout, a system migration, or a major enhancement initiative.

Key Characteristics of a Scoped Project:

• Fixed Scope & Objectives: The project is planned with specific requirements and clear deliverables from the outset.
• Defined Timeline & Milestones: A detailed project plan outlines key phases, deadlines, and expected outcomes.
• Dedicated Project Team: Peergenics assigns a dedicated team of experts, including project managers, architects, developers, and business analysts.
• Comprehensive Documentation & Handover: The engagement concludes with full documentation, user training, and a transition plan.
• Best for Large-Scale Initiatives: Suitable for businesses undergoing major transformations, complex customizations, or full Salesforce deployments.

Example Use Cases for a Scoped Project:

• Implementing Salesforce Sales Cloud for a global sales team.
• Migrating from a legacy CRM to Salesforce.
• Deploying Service Cloud to streamline customer support operations.
• Integrating Salesforce with third-party applications like ERP or marketing automation tools.

Peergenics’ Approach to Scoped Projects:

We execute scoped projects using our Crawl, Walk, Run iterative delivery model. This ensures that we build a strong foundation, incrementally enhance functionality, and optimize performance over time. From discovery to go-live, our approach minimizes risks and maximizes user adoption.

Managed Services: Flexible, Continuous Support for Ongoing Success

A Managed Services engagement provides ongoing Salesforce administration, optimization, and enhancement through a flexible, retainer-based model. Unlike scoped projects with a defined endpoint, managed services support continuous improvements, addressing evolving business needs over time.

Key Characteristics of Managed Services:

• Flexible Scope & Priorities: Tasks and enhancements are handled based on real-time business needs rather than a predefined project plan.
• Continuous Support & Optimization: Organizations receive ongoing assistance with Salesforce administration, minor enhancements, and performance tuning.
• Scalable Resource Allocation: Access to a team of Salesforce experts without the need for full-time internal resources.
• Ideal for Maintenance & Incremental Enhancements: Best suited for businesses that need ongoing Salesforce support, post-implementation improvements, or periodic enhancements.
• Predictable Monthly Investment: A cost-effective model with a recurring service structure.

Example Use Cases for Managed Services:

• Regular Salesforce health checks, maintenance, and troubleshooting.
• Enhancing existing workflows and automations based on evolving business needs.
• Rolling out new Salesforce features or custom components incrementally.
• Providing ongoing user training and change management.

Peergenics’ Approach to Managed Services:

Our Managed Services model ensures that Salesforce remains aligned with your business objectives, adapts to market changes, and continues delivering value. Whether it’s fine-tuning workflows, implementing new reports, or optimizing integrations, our team provides expert guidance and support to keep your Salesforce instance running smoothly.

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Key Differences: Managed Services vs. Scoped Projects

Feature

Scoped Project

Managed Services

Scope

Fixed & well-defined

Flexible & evolving

Timeline

Defined start and end date

Ongoing, continuous support

Engagement Model

Project-based with milestones

Retainer-based with flexible task prioritization

Resource Allocation

Dedicated project team

On-demand access to experts

Best For

Large-scale implementations & major enhancements

Ongoing support, maintenance, and incremental improvements

Which Approach is Right for You?

Choosing between a scoped project and managed services depends on your organization’s specific needs:

• If you need a structured implementation with defined goals, a Scoped Project is the right choice.
• If you need ongoing Salesforce support and continuous improvements, a Managed Services model offers flexibility and scalability.
• Many organizations benefit from a hybrid approach, starting with a scoped project for initial implementation and transitioning to managed services for long-term success.

At Peergenics, we help businesses navigate their Salesforce journey with tailored solutions that align with their goals. Whether you require a full-scale implementation or continuous optimization, our team of experts ensures you maximize your Salesforce investment.

Need help deciding? Contact Peergenics today to discuss the best approach for your Salesforce needs!