Discover Navirum Orbit FAQs: A General Overview
What is Navirum Orbit?
Navirum Orbit is a comprehensive Salesforce enablement program and managed services platform. Described as a “Salesforce Concierge,” it provides personalized, on-demand consulting and support designed specifically for financial services companies. Orbit is not just a post-project support model; it is a full-lifecycle partner that embeds into a client’s Salesforce journey from day one, acting as the system of record and institutional memory for the entire environment. The service combines managed services, roadmap development, and on-demand consulting into a single, integrated partnership.
What makes Orbit different from traditional Salesforce support services?
Orbit distinguishes itself by being a complete Salesforce enablement program rather than a simple support service. Key differentiators include:
- Integrated Partnership: It combines managed services, strategic roadmap development, and on-demand consulting.
- Proactive Approach: Orbit focuses on proactive system care, performance optimization, and strategic alignment with business goals, rather than just reacting to issues.
- Full Lifecycle Support: Support begins at the project’s inception (Orbit Project Assist) and continues after deployment (Orbit Post Go-Live), ensuring continuity.
- Dedicated Resources: Clients receive a dedicated Account Manager, direct Slack access for 1:1 communication, and a personalized portal.
- Institutional Memory: The Orbit portal centralizes all project history, design rationale, decisions, and files, preserving knowledge through staff changes and system evolution.
- Accountability: Navirum takes accountability for outcomes, ensuring Salesforce and all connected systems scale with the business.
Who is Orbit for?
Orbit is designed for a range of clients with varying needs:
- New Implementers: Companies implementing Salesforce for the first time.
- Existing Customers: Organizations with an existing Salesforce instance that need ongoing assistance.
- Post-Project Clients: Teams that have just finished a Salesforce project and require support after go-live.
- Small, Fast-Growing Companies: Businesses requiring significant ongoing customization that cannot commit to an expensive one-time project or hire a full-time expert.
- Mid-Market & Enterprise Companies: Organizations with 1-2 year Salesforce roadmaps and multi-cloud requirements that need a specialized, high-availability partner.
When does the Orbit service start?
Orbit support begins immediately from the start of any project or support engagement. This provides continuous and structured support throughout the entire Salesforce lifecycle.
- Orbit Project Assist: This phase runs during the implementation of a project.
- Orbit Post Go-Live: This phase begins immediately after a project goes live to ensure a seamless transition and ongoing optimization.
Value Proposition & Key Benefits
What are the core value levers of the Orbit support model?
Orbit delivers value through eight distinct levers that typical support models cannot match.
| Value Lever | Description | Value Created |
| Institutional Memory | Captures and preserves project history, design rationales, and decisions, acting as a stable memory layer amidst staff turnover. | Faster enhancements, fewer errors, lower onboarding costs, consistent governance. |
| Lower Cost of Ownership | Eliminates re-discovery and re-analysis costs by maintaining deep knowledge of the org, systems, and business context. | More output per dollar, predictable budgeting, less dependency on expensive consultants. |
| Communication Efficiency | Centralizes files, notes, decisions, and media in a single hub, moving communication away from inefficient email threads. | Faster decisions, clear accountability, reduction in misalignment, shorter delivery timelines. |
| Release Readiness | Monitors Salesforce’s three major annual releases and continuous rollouts, protecting the org and ensuring new features are utilized. | Stronger platform stability, better use of licenses, reduced risk from breaking changes. |
| Governance | Continuously validates and maintains data, integration, and compliance pathways for financial services firms. | Stronger audit posture, cleaner data, reduced regulator risk, higher business trust. |
| AI & Agentforce Enablement | Maintains a clean, well-structured Salesforce environment, providing the necessary foundation for adopting AI and Agentforce. | Readiness for AI-driven efficiency, cleaner automations, faster adoption of innovations. |
| Flexible Commercial Model | Adjusts with business seasonality, allowing support to scale up or down predictably without long-term lock-ins. | Better cash flow, no long-term lock-ins, predictable scaling of support. |
| Relationship Capital | Creates a long-term partnership with compounding technical, commercial, and cultural understanding. | Zero time wasted re-explaining the business, partnership-level trust, faster problem-solving. |
How does Orbit help businesses that are struggling with Salesforce?
Orbit is specifically designed to address common challenges that prevent companies from realizing the full value of their Salesforce investment.
Can Orbit help reduce the cost of Salesforce maintenance?
Yes. An experienced Salesforce Administrator can cost over $100,000 per year. Orbit provides access to a multidisciplinary team of experienced consultants for as little as 10 hours a month. This fractional model allows businesses to pay only for the expertise they need, significantly reducing maintenance costs compared to hiring a full-time, potentially underutilized, internal resource.
Services & Features
What specific services are included in Navirum Orbit?
Orbit is a multi-faceted service that provides a range of capabilities under one umbrella:
- Managed Services: Continuous support and proactive system care, including scheduled maintenance, upgrades, and performance optimizations.
- Roadmap Development: Partnership to build a clear, actionable roadmap that aligns Salesforce capabilities with business goals, including milestone definition and progress tracking.
- On-Demand Expertise: Access to seasoned Salesforce consultants for focused, high-impact work in manageable sprints.
- Technical Support: 24/7 monitoring, rapid issue resolution, and a zero-tolerance policy for downtime.
- Salesforce Accelerators: Use of Navirum’s proven code, configurations, and intellectual property to fast-track solutions.
- Ongoing Salesforce Training: Customized training and support to help teams work smarter.
- Compliance & Privacy Solutions: Ensuring the system meets strict regulatory requirements.
What is the Orbit Portal and what can clients do with it?
The Orbit Portal is the central communication hub and single source of truth for all project-related activities. It is designed to eliminate the ambiguity and inefficiency of email.
Key Portal Features:
- Submit Requests: Users can easily submit requests through a simple, intuitive interface for various needs like general inquiries, project assistance, enhancements, or bug reports.
- Track Ticket Statuses: The portal provides real-time updates and information on the status of all submitted tickets.
- Centralized Collaboration: Teams can collaborate using text, images, videos, files, and embedded media, all timestamped, organized, and searchable.
- Secure File Uploads: Clients can securely upload files, screenshots, and screen recordings directly to relevant tasks.
- Integrated Knowledge Base: The portal is integrated with a knowledge base to help users find answers to common questions faster.
- Ticket Escalation: Users have the ability to escalate tickets when necessary.
How does Orbit keep my Salesforce system optimized and up-to-date?
Orbit ensures system optimization through continuous, proactive care. The team delivers scheduled maintenance, performs necessary upgrades, and provides constant performance tuning across the entire Salesforce ecosystem. This includes not just the core CRM but also connected apps, data flows, and integrations. Orbit also monitors Salesforce’s three major annual releases and continuous Agentforce rollouts to protect the org from breaking changes and ensure clients can leverage new features.
What are Salesforce Accelerators?
Salesforce Accelerators are ready-to-deploy solutions built from Navirum’s proprietary intellectual property, codebase, and best practices gathered from dozens of successful financial services implementations. They are designed to fast-track delivery, improve productivity, and drive user adoption, helping businesses achieve results in weeks instead of months.
Can Orbit help with poor Salesforce adoption or a legacy CRM migration?
- Poor Adoption: Yes, emphatically. Orbit provides targeted coaching, support, and training resources to enhance team performance and motivation, addressing the common challenge of low user adoption.
- Legacy CRM Migration: Yes, Orbit is perfect for straightforward migrations, such as a data export from a legacy system like ACT.
Commercial Model & Practicalities
What are the available Orbit Support Plans?
Orbit offers flexible plans to suit different business needs:
- Orbit Standard Plan: 2 hours of support per month, ideal for small businesses with straightforward needs.
- Orbit Flex Plan: 10-15 hours of monthly support, providing flexibility for growing teams with evolving requirements.
- Tailored High-Touch Service: A customized plan to ensure clients receive personalized service aligned with their unique business operations and goals.
What is included in a monthly Orbit subscription?
Every Orbit subscription includes:
- A Dedicated Account Manager
- Access to the Orbit Portal for services and support
- A Monthly Project Status Report
- Real-time status updates on all raised tickets
- A clear Budget Status update
How does the Orbit commercial model work?
The model is designed for flexibility and long-term financial fit, especially for regulated businesses.
- Seasonally Adjustable: The service can scale up during heavy months and down during light months.
- No Lock-in: Clients are not tied to long-term contracts and can cancel with their Account Manager.
- Predictable Budgeting: The model offers more predictable budgeting compared to hiring short-term consultants or full-time staff.
Can Orbit provide support outside of standard business hours?
Yes. For enterprise clients, the Orbit team works flexibly across multiple time zones, including evenings, early mornings, and extended hours. With proper planning, the team can also staff work over weekends, public holidays, and bank holidays (e.g., Christmas, New Year’s), ensuring continuous delivery on mission-critical projects.
Technical Expertise & Integrations
What technical and industry expertise does the Navirum team hold?
Navirum’s team consists of trained engineers, computer scientists, business analysts, and project managers. They hold certifications across a wide range of Salesforce products and other technologies:
- Salesforce Clouds: Sales, Service, Financial Services, Marketing, Experience, Data Cloud, and AI solutions.
- Salesforce Platforms: Agentforce, OmniStudio, Tableau, Pardot.
- Other Technologies: AWS, DocuSign.
- Professional Skills: Project management and business analysis.
- Industry Expertise: Deep specialization in Financial Services (Wealth Management, Asset Management, Lending, etc.), along with experience in Healthcare, Technology, Government, and Manufacturing.
How does Orbit handle integrations and third-party apps?
Orbit supports the entire connected Salesforce ecosystem, not just the core platform. The team manages and optimizes apps, APIs, and data integrations to ensure they work together seamlessly. This prevents data silos and downtime. Navirum has partnerships and integration experience with a wide array of platforms, including:
- Financial Systems: NDEX, D1G1T, Croesus, LPL, Schwab, Fidelity, MoneyGuidePro, Addepar.
- AppExchange Tools: Intercom, TaskRay, DocuSign, Conga Composer, Box, OwnBackup.
- Cloud Platforms: AWS.
How does Orbit prepare organizations for AI and Agentforce?
Orbit acts as the foundational layer for a company’s AI roadmap. Most organizations cannot adopt AI effectively because their data and automations are messy. Orbit focuses on maintaining a clean, well-structured, and well-documented Salesforce environment. This ensures that advanced platforms like Agentforce have the high-quality data and clean automations they need to perform effectively, enabling faster and more successful adoption of new Salesforce innovations.
How does Orbit address security and compliance?
For financial services firms operating under strict requirements, Orbit provides continuous governance. The team validates and maintains critical pathways for systems like Financial Services Cloud (FSC), Portfolio Management Systems (PMS), and accounting/compliance systems. To further enhance security, Navirum partners with the world’s leading Salesforce security firm to ensure client data and systems are fully protected beyond standard best practices.
Read more about Orbit:
- Introducing Navirum Orbit: Beyond Support, A Strategic Salesforce Partnership
- Supercharge Your Salesforce Engine With 6 Powerful Benefits
- Orbit Managed Services for Wealth Management: A Comprehensive Overview
- How Orbit Helps Businesses Turn Salesforce Into a Value Creator and Reduce Maintenance Costs
- Eliminating Ambiguity: How Orbit Streamlines Communication on Salesforce Projects
- How To Implement Salesforce With Reduced Cash Flow Burden and Staff Time Consumption?
- Beyond Go-Live: The Compounding Value of a Full-Lifecycle Salesforce Partnership
- What Are Orbit Enterprise Managed Services?
- Customer Success Story: Orbit Is Empowering Wealth Advisors With Smarter Salesforce Support
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