As your business grows, it can be helpful to periodically stop and assess how effectively you are using Salesforce. Salesforce is constantly adding features and enhancements. Consequently, there may be opportunities to streamline operations and optimize processes that you may not be taking advantage of.
A Salesforce Health Check may be especially helpful if:
You still run parts of your business on a spreadsheet
You still have manual, slow business processes
You still rely on paper or non-digital records
You still have disparate systems with disparate data and want to consolidate all your tools within a single, integrated platform
Your business has seen significant growth in employees, customers, or products
You need to better serve and improve your customers experience
You’ve noticed that your business dashboards aren’t as helpful as they used to be
Your sales and quoting process is no longer capturing your KPI’s or the process has become too cumbersome
Your employees resist using Salesforce, and adoption is low
You haven’t upgraded to Lightning Experience
Or, if, in general, you just feel like you could be getting more value out of the Salesforce platform. Chances are, you’re right. And we can help. The Health Check process starts with a 60 minute call with one of our expert consultants. It’s a free call for businesses using Salesforce. To schedule your Health Check, just fill out the information below.