Most organisations do not use their technology nearly as well as they could be for various reasons (staff leaving, fast pace of upgrades, too little resource). Identify, plan, and overcome these with the Salesforce healthcheck.
Step 1: Look at all the parts of your system, from hardware to operating systems to versions of Salesforce and any add-ons you are/are not using.
Step 2: Root cause analysis of where you are expending too much manual effort and where the obvious time and money savings can be made.
How we do it
Firstly, we’ll document your strategic objectives, how well you think you are achieving them, and how well Salesforce is performing in this regard.
A series of reports and tests on your system to analyse what you have and how it is performing will be carried out.
We’ll spend time with your users, documenting how they currently use the system and run their processes, and where the majority of their time is spent.
A report will then be presented back to your organisation at the end of the exercise.
What you get
A clear report on your use of Salesforce which looks at flaws in your system as well as its good points will be provided.
Obvious risks and how they should be mitigated will be highlighted, including: performance bottlenecks (and how they could be overcome using standard Salesforce elements), opportunities for growth or better performance, and a clear roadmap of how this could be achieved.
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