Health Check Overview

What exactly are the elements to our health check offer?

We take you or your team through a series of exercises including: 

  • An Initial Assessment Call to assess suitability.

  • A 2 Hour Business Analysis Consultation comprising of; 

    An Organisational Review, Organisational Drivers/Motivational Factors for CRM and an Organisation-wide Adoption of CRM: Technical Audit

  • A 16hr Desk Based System Review comprising of;                                       

    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

We then produce the following based on the results of our appraisal: 

  • A Recommendation Report and Action Plan

  • A 2 Hour Recommendations Review Consultation including; 

    Product and User Adoption Plan, System and Governance Plan, Data Management Plan & Next Steps Action Plan 

  • Virtual Training on Best Practice Principles 



Looking for hands-on personalised support and training?

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. 

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Would your Salesforce CRM benefit from a spring clean?

Take advantage of our FREE offer of a health check. 

We’ll lend you our expertise and insight to appraise your organisation’s system and provide your charity with comprehensive recommendations on the three key areas of Salesforce operations: 

  • Product and User Adoption

  • System Governance & Management 

  • Data Governance and Management

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.

How do I apply?

Simply complete the questions below and book in a 15 min appointment slot with our Head of Service Delivery for an initial chat.