Salesforce CRM health check

Benefit from our Health Check solutions – Basic and Enchanced

Our Business Analysis team will undertake a detailed review of your Salesforce operations and identify effective solutions to increase economic efficiency and measurable progress in your organisation.

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Who benefits from a Salesforce health check?

As your organisation evolves, your Salesforce system needs to keep pace with new business practices for the best return on your CRM investment. Salesforce releases changes and enhancements three times a year providing greater opportunity for your business to profit from these updates. Since your original Salesforce implementation, an overhaul will ensure your organisation is benefitting from new and updated features. Additional considerations might include:

  • Do you have greater security requirements?
  • Is your system aligned with new business initiatives and future direction? 
  • How to prevent user error for improved operating efficiency?
  • Is new data being fully and correctly integrated into your CRM?
  • Are you leveraging the system’s capabilities for better automation?
  • Does your system produce accurate reporting for insights into key metrics?

Factors limiting optimal Salesforce success:

Team Adoption

Without full team adherence to Salesforce, optimal system performance is hard to  achieve. Positive user experience plays a vital part in using your CRM to its best advantage.

Motivational Factors

To identify growth opportunities and the ability to scale requires full confidence in what is achievable with your CRM system. A health check provides certainty to drive your future success.

Security Concerns

In line with your organisation’s security policy, technical risks can be determined and managed to ensure all system vulnerabilities are kept to a minimum and your data remains secure.

Inaccurate Reporting

A principal function of your CRM is precise data reporting. Anomalies mean key performance metrics cannot be correctly analysed. A system health check will identify potential issues.

Data Quality

High-quality data demands clear processes and regular monitoring. A system audit will guarantee that data integrity is maintained and reinforces Salesforce technical capabilities.

Missing Functionality

Regular Salesforce software updates are designed to enhance your business functionality. To profit successfully from your CRM investment, access to all new features is essential.

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How does our Salesforce health check work?

An introductory telephone call will help us determine your organisation’s need for our Salesforce health check. We will discuss your current usage and requirements to better understand how we can help you improve your CRM system.

Our initial assessment will identify if you need the basic or enhanced health check.

  • Our basic health check includes a review on data integrity, governance and exploring particular pain points within your organisation’s system for £400 plus VAT which includes 16hrs of pro-bono support. 
  • For an enhanced health check, it includes the basic deliverables and our consultants will initiate a deeper business analysis and technical audit and will be quoted for depending on the complexity of the work.

Why Economic Change?

Our passion, expertise and dedicated approach is widely acclaimed by our clients. We help maximise the economic and social benefits of your Salesforce system including marketing automation. Since 2012, we have enabled our socially-driven clients to increase efficiency, sustainability and to maximise impact.


Non Profits




Repeat / Referral


Pro Bono Hours

Benefits to you:

Business Review

We will review your organisation, the drivers and motivational factors for CRM implementation and conduct a full product and feature appraisal.

Virtual Training

We provide virtual training workshops covering Salesforce set-up, data management and analytics, system security, and custom design and automation.

Detailed Recommendations Report

To help increase your business capability, our detailed reports cover product and user adoption, system and governance, and data management.

Organisation Adoption

To encourage your team to commit to using Salesforce as an essential business-critical tool, we facilitate implementation across your organisation as a whole.

Included in our Salesforce CRM health check:

A 16-hr desk-based system review

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 uses data
Assessing data quality activities
Install data quality app from app exchange
In-depth business analysis
Deep technical audit

Our Customers
love what we do

Over 600 Projects delivered to over 300 non profits. Economic Change has empowered companies of all sizes with Salesforce.

Read our Success stories

“This was a completely new project for us, the team were fantastic and made this journey enjoyable and a lot easier to manage. Their communication was excellent and very clear, keeping us informed throughout the process. All questions were answered efficiently and they were quick to help us out when ever we needed.”

RSPCA Norwich

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change worked very closely with us,was very approachable and was excellent at explaining things in a way that we could easily understand. Their help was much appreciated by our team and the wider organisation who have been impressed at how we are starting to implement what we have learnt. ”

Plunkett Foundation

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change really understood how our charity works which proved to be very useful in designing our salesforce org. We have now a very flexible and valuable tool that will help us keep up to date information on our contacts, relationships and activities. This in turn will massively reduce the time collecting our stats for grant funders. Thank you!”

Entelechy Arts

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change and our assigned consultant really went above and beyond to develop what we needed. During the scoping period, they really worked with us to identify the priorities and find ways to get the most functionality out of our limited budget. Our consultant was very patient and flexible, adapting things as we tested and refined our needs. The Supermum trainee was smart, efficient, and led a great Admin training. Economic Change also provided input on the most appropriate payment processor for us, which was area that we weren't implementing on this project. I have already recommended Economic Change to a friend at another charity and I would gladly do so again.”

The Care Workers Charity

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

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