To get the most out of the health check we come to you on-site to workshop and review your processes. We will develop a strategy that outlines your goals and system improvements.
If you would like to leverage the Salesforce platform to the best of its ability, a health check could be what you need.
The most important question a few months after implementation is “Is Salesforce meeting the needs of the business?” You would be surprised by how many time the answer is “No”. The issue isn’t the CRM the issue usually a change in business process, management changes or business growth. With these in mind we perform a Salesforce health check. The health check isn’t just about the configuration, fields, and triggers, we meet with the executives, management and staff to discuss the engagement of the CRM. From login to Dashboards we see how the business is feeling about how the CRM is meeting their needs.
Using a survey, we gather information regarding your system. We analyse the various inputs and identify the gaps between the business process and process supported by sales process. Based on the analysis we provide optimization plan to the management team.
The plan will include actions like:
We work with your management team to closely highlight our findings and formulate feature backlog that can be developed and delivered iteratively your business.