Solutions
Managed Service
Certified CRM expertise without the in-house overhead
What It Is
Your outsourced CRM function, fully managed
BPI OnDemand's Managed Service gives your organisation access to a dedicated team of certified CRM specialists — without the cost and overhead of building that expertise in-house.
We handle day-to-day user queries, configuration changes, platform upgrades and the ongoing strategic evolution of your CRM. Whether you're running Salesforce, Microsoft Dynamics 365 or Oracle CX, we act as your embedded CRM team — proactively identifying opportunities to improve adoption, automate processes and drive business performance.
Our managed service covers the full CRM stack: Sales, Marketing, Service, Field Service, CPQ and AI/Analytics. With 120+ clients relying on us on an ongoing basis, our model is built for long-term partnership — not one-time projects.
Why BPI?
- Certified specialists across Salesforce, Dynamics 365 and Oracle CX — one team, all platforms
- Proactive optimisation included as standard, not just reactive support
- SLA-backed response times with named account management
- Monthly reporting covering usage, improvements delivered and roadmap progress
- Implementation cost wrapped into the managed service — no large upfront investment
- 120+ clients still with us years after go-live
What's Included
Everything your CRM needs to keep delivering
SLA-Backed Support
Defined response and resolution times for all query types. Named account manager plus a full specialist team behind every ticket.
Configuration & Admin
Ongoing CRM administration — fields, workflows, layouts, automation rules, user management and permission sets kept current.
Proactive Optimisation
We don't wait for tickets — our team continuously reviews your CRM health, adoption metrics and process efficiency to surface improvements.
Monthly Reporting
Clear monthly reports covering work completed, platform health, user adoption trends and the forward roadmap for your CRM.
Strategic Roadmapping
Quarterly strategic reviews aligned to your business goals — ensuring your CRM evolves as your organisation grows.
Full Stack Coverage
Sales, Marketing, Service, Field Service, CPQ and AI/Analytics — across Salesforce, Microsoft Dynamics 365 and Oracle CX.
Ready to talk?
Let's talk about your CRM managed service
Book a free 30-minute call with Fred — no sales pitch, just an honest conversation about what's possible.
Book a free 30-minute call with Fred