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Managed Services

Managed Services provide dedicated support and expertise for your key business platforms.

Updated over a week ago

What are Managed Services?

Managed Services are add-on offerings that provide:

  • Expert support for specific platforms

  • Proactive monitoring and alerts

  • AI-powered insights and recommendations

  • Issue resolution assistance

Available Services

Zuora Managed Services

Expert support for Zuora subscription management:

  • Billing configuration

  • Revenue recognition

  • Subscription analytics

Salesforce Managed Services

Support for Salesforce CRM:

  • Configuration optimization

  • Integration support

  • Data management

Nue Managed Services

Assistance with Nue platform:

  • Setup and configuration

  • Best practices

  • Troubleshooting

Stripe Billing Managed Services

Support for Stripe billing:

  • Payment configuration

  • Subscription management

  • Reporting setup

Service Tiers

Each managed service offers three tiers:

Growth Tier

  • Basic support coverage

  • Standard response times

  • Core monitoring features

Scale Tier

  • Extended support hours

  • Faster response times

  • Advanced monitoring

  • Proactive recommendations

Premier Tier

  • 24/7 support coverage

  • Priority response

  • Dedicated support contact

  • Custom integrations

  • Strategic guidance

Subscribing to Managed Services

Add a Service

  1. Go to Settings > Billing

  2. Click Managed Services

  3. Select a service

  4. Choose a tier

  5. Review pricing

  6. Click Subscribe

Manage Subscriptions

View and manage your active services:

  1. Go to Settings > Billing

  2. See active managed services

  3. Upgrade, downgrade, or cancel

Using Managed Services

Concierge Dashboard

Access your managed services dashboard:

  1. Navigate to Managed Services

  2. View service status

  3. See active alerts

  4. Access AI recommendations

AI Concierge

The AI Concierge provides:

  • Automated Alerts - Notifications about issues

  • Insights - Analysis of your platform usage

  • Recommendations - Suggested improvements

  • Remediation Actions - Proposed fixes

Service Requests

Submit requests for assistance:

  1. Go to Managed Services

  2. Click New Request

  3. Describe your issue or question

  4. Submit the request

  5. Track status and responses

Activity Feed

View all managed service activity:

  • Alert notifications

  • Request updates

  • AI recommendations

  • Resolution notes

Alerts

Alert Severity

Severity

Meaning

Critical

Immediate attention required

High

Address soon

Medium

Monitor and plan

Low

Informational

Responding to Alerts

  1. View the alert details

  2. Review AI recommendations

  3. Accept or dismiss suggestions

  4. Track resolution

Integration Monitoring

For connected integrations:

  • View connection health

  • See sync status

  • Monitor error rates

  • Get proactive alerts

Best Practices

Proactive Monitoring

  • Review alerts regularly

  • Act on critical issues promptly

  • Use AI recommendations

Service Requests

  • Provide detailed descriptions

  • Include relevant context

  • Follow up on open requests

Tier Selection

  • Match tier to your needs

  • Consider growth plans

  • Evaluate response time requirements

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