Free Health Check on your Salesforce CRM
An Organisational Review, Organisational Drivers/Motivational Factors for CRM and an Organisation-wide Adoption of CRM: Technical Audit
User Adoption Appraisal, Installation of User Adoption Dashboard, Product and Feature Appraisal, Governance and Management Review, Salesforce Management Appraisal & Optimizer Report, Security Health Check Report, NPSP Health Check Report, Error Handling, Assessing How Organisation Users Data, Assessing Data Quality Activities, Install Data Quality App from App Exchange, Install Field Footprint, Set Up or Install Duplicate Management Tool
Product and User Adoption Plan, System and Governance Plan, Data Management Plan & Next Steps Action Plan
For organisations whom are looking to embark on their own DIY Salesforce Implementation, or just feeling like they would like some extra support from our team of experts – then check out our Training Workshops or Salesforce Support Packages.find out more
Our free health check service is delivered by our Supermum Volunteers, who have recently upskilled in Salesforce Administration and are looking to support charities on a pro-bono basis to gain valuable work experience by working with the EC team.
Simply complete the questions below and book in a 15 min appointment slot with our Head of Service Delivery for an initial chat.