Get a free Salesforce Health Check. Improve visibility across your org, strengthen data integrity and accuracy, and increase sales effectiveness and efficiency with a Salesforce health check.
Get a free Salesforce Health Check. Improve visibility across your org, strengthen data integrity and accuracy, and increase sales effectiveness and efficiency with a Salesforce health check.
Are you following best practices?
Do you know what’s in your database?
Have you kept your software up to date?
If you have said no to any of these questions it’s time to evaluate the health of your Salesforce environment. We know business strategies evolve and you change your tactics and processes to meet those demands, but have you aligned your processes in Salesforce for optimum performance and results?
During the CRM Triage, we will review your current usage of your CRM, introduce you to the latest productivity features, and recommend best practices for utilization of the latest Salesforce.com technologies.
Salesforce CRM and Force.com features not being utilized
Areas where best practices and data governance is not
implemented
Incomplete or poorly structured configurations
Absence of security protocols
Deviations from standards of maintainability
Ideas and opportunities to improve your results
Review of new features