Publish date:
An optimal Salesforce instance requires the technical capability to supervise administration and support on a daily basis. It also needs regular strategic reviews to ensure that the technology stack is functioning efficiently and is supporting the company’s strategic goals. It is a cost-effective way to check if your business is benefitting from Salesforce CRM and the best ways to fuel growth & efficiencies.
A Salesforce CRM Health check & Strategic review is ideal for Small and Mid-Size Segment Companies that have seen change or growth in recent years. If you have recently deployed Salesforce OR using an old salesforce instance OR change in organisational leadership OR not up-to-date on new Salesforce updates and features - Whatever the case may be, A detailed CRM Health check along with a detailed report on the issues and solutions is the mandate of the hour.
Why do you need a Salesforce Health Check in your organisation?
-
The use by the employees / team is not up to the mark despite training sessions and all types of support extended by your Salesforce licensed partner
-
The reports are complicated and don’t allow for the drawing of easy & quick insights.
-
The dashboards are not providing the insights the organisation is seeking
-
A plethora of useless and unused features / functionalities, objects & fields making your Salesforce edition / instance gigantic yet tough to manage efficiently
-
Governor limits in Salesforce has surfaced
-
The information quality is of low grade and negatively affects the insights, reports, and dashboards
-
Changes in the salesforce org take time. The speed is not what it is used to be.
-
Production releases are tough and post-errors glitch surface that are tough to address
-
Dev, QA, and Production environments are generally disconnected
What does the health check report include?
-
Details on the current state of affairs including use by the staff
-
Comparison of design & customisation vis – a – vis Salesforce best practices with regard to data model, custom codes, Workflows & processes as well as Security & sharing setting
-
Unutilised and vestigial functionalities in the Salesforce org
-
Lightning migration & readiness
-
Maintenance of the salesforce environment based on good practices
Duration of the health check can take anywhere from 4 to 8 days ( Business working days ). It all boils down to the complexities of each company’s salesforce edition / instance. The more complicated is the deployment, the longer is the time taken to do a thorough examination.
In order for the health check up to take place, the licensed Salesforce vendor like Codleo Consulting needs to have access to the Salesforce production or a refreshed complete sandbox.
If your Salesforce org is not performing up to the mark, get in touch with us for a detailed check – up that will enable us to take appropriate actions and bring it back to track. We are only a call away. Ciao.
2 claps
About the Author
Nikhil Mathur
Nikhil Mathur is a Project Manager, 3x Certified Salesforce Consultant with almost 4 years of Salesforce and rich onsite experience from working with multiple offshore clients. Out of the office, he finds thrill in biking and adventure sports.
