Salesforce CRM health check
Benefit from our Health Check solutions – Basic and Enhanced
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.
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:
Factors limiting optimal Salesforce success:
How does our Salesforce health check work?
Benefits to you:
Detailed Recommendations Report
Why Economic Change?
Included in our Salesforce CRM health check:
|A 16-hr desk-based system review||Basic||Enhanced|
|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|
|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
This review is provided to Salesforce by the customer in a project satisfaction survey.