Health Check

How is your investment in salesforce in empowering your business producing the results now ?. While you may have had Salesforce for a while and it might be working well for your business,

you still want to make sure that your investment is reaping returns leading to effective sales processes, automated business processes and giving you insights into key metrics.
How do you know if your Salesforce implementation is still supporting your evolving business? As you change your organizational structure, scale, processes, and priorities, has your salesforce setup has been kept in sync? Just as we need to keep a pulse on the business, it is important to keep tabs on the health of your Salesforce implementation.

WHY HEALTH CHECK?

  • Have doubts about your current Salesforce usage capacity
  • Need to test your system for annual reporting
  • Need to check work of an internal or external team for the quality
  • Need to check the current system before new integration
  • Notice your system has become slower
  • Have concerns about security issues
  • Planning to onboard a new Business Division and need to scale your current solution

You should find that this modest investment in your time for the consulting session will give you an informative review of the “health” of your system, and assess where there might be an opportunity to optimize your implementation for your current needs.
Salesforce can transform your business and improve the experience for your customers and employees. However, this can only be achieved if the platform is configured and optimized to support your needs.
We work in a consultative approach, listening to your issues, understanding new requirements, reviewing your existing Salesforce environment and working with you on a set of recommendations and way forward to present a solid business case on why we need improvements for the business.

Give us your details and we will reach out to get started with your salesforce journey