Salesforce

Fractional Support Services

Project Management | Architecture | Development | Support | Training 

Why Companies Turn to Us

When your internal team is stretched thin or lacks deep Salesforce expertise, Lightbridge fills the gap with fractional resources who know more than just the platform — they understand your entire go-to-market motion. 

“Our backlog of support tickets is growing, and our Salesforce admin is completely overwhelmed.” 

“We need hands-on configuration and development, not just slide decks and theory.” 

"Our sales and service teams are bogged down by manual data entry and repetitive tasks that should be automated." 

“We lost a key Salesforce admin and are suffering from a critical knowledge gap due to a lack of documentation.” 

"We need more capacity to handle projects now, but I want to avoid the risk and long-term commitment of a permanent hire." 

“We’re unsure if we're over-licensed or on the right Salesforce Cloud edition for our needs.” 

“We want to leverage Einstein AI, but we have no idea where to start.” 

“Our IT helpdesk is great with technology, but lacks the deep sales, service, and revenue operations expertise to be effective.” 

“Our team needs updated training on how to get the most out of our Salesforce investment.” 

How We Help

Provide Immediate, Flexible Resource Capacity

Need part-time support? Project-based resources? We scale up or down with your needs. You get all the benefits of a scalable workforce without the significant financial and emotional costs tied to the traditional cycle of hiring and downsizing.

We augment your team’s capacity by standing up a dedicated Salesforce Support Desk to manage daily needs and by deploying a fractional Salesforce development team to execute projects on your strategic roadmap.

    • This dual approach to Salesforce staff augmentation provides the immediate capacity needed to resolve your ticket backlog and free up your internal staff for more strategic work. The Salesforce Help Desk ensures your users have a reliable resource for troubleshooting and questions, while the development team makes tangible progress on critical Salesforce implementation and optimization projects. This allows you to scale your workforce up or down as needed, giving you all the benefits of a larger team while avoiding the significant financial risk, long-term commitment, and emotional costs tied to the traditional cycle of hiring and downsizing.

Protect Critical Knowledge with Documentation

To solve the critical knowledge gap that arises from insufficient or nonexistent documentation, we perform strategic Salesforce knowledge transfer by creating detailed, custom documentation tailored to your unique org.

    • This process of meticulous documentation creates a living knowledge base that serves as a stable source of truth , directly mitigating employee turnover risk by future-proofing your instance and ensuring your financial systems support remains robust and consistent.

Drive User Proficiency and Full System Utilization with Salesforce Training

We deliver comprehensive, role-based Salesforce training for the express purpose of increasing user proficiency and adoption across your entire team.

    • Our practical, hands-on Salesforce training is designed to ensure your users understand and can actually fully utilize the capabilities of the system, moving them beyond basic data entry to a deep understanding of its powerful features; this increased proficiency leads to higher quality data, greater operational efficiency, and a significant increase in the day-to-day value you get from your Salesforce investment.

Lead with Deep Go-to-Market Expertise, Not Just Technical Skills

As former sales operations leaders, revenue leaders, and go-to-market strategists, our team provides a revenue-first Salesforce consulting approach that goes far beyond generic technical skills.

    • Our RevOps and sales experts work alongside technical consultants to ensure Salesforce reflects how your business actually sells, forecasts, and scales. From territory and quota planning to pipeline management, sales stages, lifecycle design, and compensation alignment, we help you optimize core GTM processes. Every engagement starts with a revenue-focused lens—whether the goal is better forecasting, faster ramp time, or clearer cross-functional visibility—and we bring proven frameworks, benchmarks, and process design expertise to deliver real business outcomes. By combining strategic RevOps insight with deep technical skill, we turn Salesforce into a true growth engine—not just a system of record.

Optimize Your Salesforce Spend and Eliminate Waste

We strategically evaluate your Salesforce org to identify underutilized features and licenses, ensuring you only pay for what you truly need.

    • To directly address the common uncertainty about whether you're paying for modules you don't need, our Salesforce optimization process, led by a Senior Architect, performs a detailed usage analysis. This process identifies these costly, underused features to build a data-driven business case for dropping them before your next Salesforce renewal, a strategy that directly reduces your annual subscription costs and improves your overall financial systems efficiency.

Drive ROI with Strategic AI and Automation

Our forward-looking process is designed to maximize your Salesforce ROI by proactively identifying powerful automation opportunities with Flow and creating a long-term plan for you to strategically adopt new technologies like Einstein AI.

    • Once these high-value projects are defined on your strategic roadmap, we deploy our fractional Salesforce development team to execute them, including the implementation of advanced SuiteScript automations; we use modern project management software to transparently manage this development, giving you full visibility and control as our Salesforce experts turn your platform into a powerful engine for growth.

Strategic Road mapping and Revenue Operations Advisory

Our advisory service provides strategic, long-term planning, led by a Senior Architect and go-to-market consultants, to ensure your technology investments are directly aligned with your business objectives.

    • Leveraging our proprietary DRIVER roadmapping methodology, our team of former CFOs and Controllers works with you to Define strategic goals, Review current operations, Ideate on solutions, and build a strategic Roadmap. This advisory process ensures every technical initiative is directly tied to what matters most to your business, providing a clear plan for growth and NetSuite optimization.

The Lightbridge Difference 

Go-to-Market Experts

Our team provides deep sales, marketing, and service expertise, not just Salesforce know-how. This ensures every solution is grounded in real-world go-to-market and revenue operations acumen. 

Blended Fractional Team

You get flexible, on-demand access to a complete team of senior experts—including Sr. PMs, Sr. Architects, Consultants, and Admins. This provides a breadth of knowledge that is more effective and affordable than a single full-time hire. 

Holistic Process Coverage

We support your entire enterprise workflow, from Lead-to-Cash, encompassing Marketing Cloud, Sales Cloud, Service Cloud, and CPQ. This one-stop-shop approach ensures seamless integration and process alignment across all your business systems. 

Flexible Engagement Model

We operate on a month-to-month retainer, giving you complete control and flexibility with no long-term lock-in or commitments. 

Consistent Documentation

We provide consistent documentation for our work. This future-proofs your instance against employee turnover and reduces dependency risk by creating a stable, lasting knowledge base. 

Independent and Unbiased Advisory

Our advice is never influenced by partner relationships. We are vendor-agnostic and look out for your interest first and foremost, providing trustworthy, client-centric guidance you can depend on. 

Why Fractional Talent? 

Cost Efficiency & Scalability

Instead of investing in a full-time employee, using on-demand fractional talent provides flexibility and is a fraction of the cost. This model allows a business to scale its capabilities as needed while keeping its existing full-time resources focused on their day-to-day operations and strategic activities. 

Faster Project Execution

While dedicated FTEs often become overwhelmed with daily responsibilities, which causes project backlogs, staff augmentation provides focused effort to keep initiatives moving forward. A fractional team can tackle tasks in parallel instead of sequentially, which leads to faster completion times and less rework. 

Expert-Level Help

A full-time employee can't be an expert in everything and may need to spend valuable time learning new areas when a problem arises. Fractional Subject Matter Experts (SMEs) bring years of experience and awareness of nuances that a generalist may not have, allowing them to solve problems more quickly and effectively. 

Knowledge Protection

FTE system administrators rarely have time to produce detailed documentation, which can lead to a loss of organizational knowledge during employee turnover. The Lightbridge fractional model guarantees proper documentation and provides a steadfast, turnover-resilient team to protect critical information and reduce new employee ramp-up time. 

Higher Availability and Resource Redundancy

Unlike a single Full-Time Employee (FTE) who can be a single point of failure (due to vacation, sick time, or turnover), the fractional model provides a "steadfast team" offering "turnover-resilient support". The structure includes a "Helpdesk and SLAs", ensuring rapid and consistent support that isn't dependent on one person's availability. This team-based approach inherently offers higher availability and redundancy. 

Access to a Blended, Cross-Functional Team

The service is more than just typical support; it offers "fractional Project Management, Support and Outsourced Development under a single flexible contract". Every contract includes a Senior PM to drive progress, a helpdesk with SLAs, and a dedicated technical team for development. This provides access to multiple distinct roles (project manager, administrator, developer) simultaneously, a capability that is impossible to achieve by hiring a single FTE. 

Increased Strategic Focus for Your Internal Team

By using on-demand fractional talent to manage the systems, your existing full-time resources can be kept "focused on day to day operations and strategic activities". Instead of being overwhelmed with daily responsibilities and urgent requests, your internal team is freed up to concentrate on high-value initiatives that drive strategic growth. 

Drive Better Business Outcomes 

  • Improve roadmap development speed by up to 2x. 

  • Achieve improved visibility earlier to enhance your strategy and allocate resources more effectively. 

  • Achieve better business outcomes at a neutral or lower cost. 

  • Allow your internal staff to concentrate on high-value, revenue-generating strategic work by freeing them from lower-priority tasks. 

Flexible Support Tiers

We offer tiered service packages to match your organization’s needs — whether you're in steady-state mode or scaling aggressively. 

  • Lite Support

    Best for: Stable orgs with minimal customization

    - Sr. Project Manager: 6 hrs/month 

    - Support Team: 20 hrs/month 

    - Functional Salesforce help, reports & dashboards, troubleshooting 

  • Moderate Support & Development

    Best for: Growing orgs with moderate custom needs

    - Sr. Project Manager: 16 hrs/month 

    - Support Team: 120 hrs/month 

    - Development Team: 80 hrs/month 

    - Includes Salesforce release readiness, profile/permission set review, roadmap session, training 

  • Full Support

    Best for: Complex, fast-moving enterprises

    - Sr. Project Manager: 40 hrs/month 

    - Support Team: 240 hrs/month 

    - Development Team: 160 hrs/month 

    - Includes thrice-yearly release testing, strategic roadmap, advanced training, integration health checks 

Custom Solutions

Need a tailored plan? We analyze your support history and business needs to create a package that fits. 

What’s Included in Your Support Package 

  • Your strategic partner and single point of contact, coordinating tasks and providing executive-level updates weekly. 

    • Saved searches, reports, and dashboards 

    • Month-end close support 

    • Configuration troubleshooting 

    • Documentation and best practices guidance 

    • SuiteScript development 

    • Workflow automation 

    • PDF templates & UI enhancements 

    • Third-party integrations 

    • Custom reports and analytics 

    • Release Impact Analysis (2x/year) 

    • User Role Cleanup (Quarterly or Biannual) 

    • Integration Health Check

    • User Training

    • Roadmap Development

FAQs

  • We document everything, deliver weekly exec updates, and assign a dedicated PM.

  • Internal PMs are often stretched thin. Ours specialize in financial systems and drive end-to-end delivery. 

  • Advanced Accounting Modules — we provide hands-on training and documentation to close that gap.

  • We use a dedicated Support Desk and Monday.com board to prioritize and track progress

Getting Started

Let’s put support in place — fast.

See what our customers are saying! 

Or

How to engage with us: Discovery to onboarding in less than a week. 

  1. Master Service Agreement & Statement of Work is Sent/Signed 

  2. Tickets can be submitted through our Support Desk, 24/7 

  3. Longer term projects tracked on a shared task board 

  4. Partner with our Sr. PM for road mapping, priority, and strategy 

  5. Weekly executive updates on progress and priorities 

Our Terms 

  • Month-to-month retainer, flexible to your needs 

  • Paid monthly, upfront 

  • Net15 payment terms