HOW IS THE HEALTH OF YOUR SALESFORCE ORG

Publish date:

• 15th January, 2022

“On average, sales and marketing costs average from 15%-35% of total corporate costs. So the effort to automate for more sales efficiency is absolutely essential. In cases reviewed, sales increases due to advanced CRM technology have ranged from 10% to more than 30%.” – Quote in Harvard Business Review. 

Hello and greetings from Codleo. 

Are you happy with your Salesforce org? Has it been delivering the results that you are so keen on? Do you find that along the way your Salesforce org has gone a little astray? If yes, then something is amiss for sure. It’s time to get your entire org a thorough health check – up via a good doctor. In this case, the good doctor refers to an experienced and certified team working for a recognised partner of Salesforce, like us.  

You definitely require a Salesforce Health Check in your organization when: 

• The usage of the team is failing or lagging despite training being provided as well as support being extended 

• The reports are cumbersome and unhelpful

• The dashboards are not living up to the expectations  

• Many redundant features  / functionalities, objects & fields are presently making your Salesforce org an unwieldy giant that is lumbering like an elephant, and not sharp like a gazelle  

• Governor limits in Salesforce crop up.  

• Data is of inferior quality impacting the insights, reports, and dashboards  

• Changes in the salesforce org take time.  

• Production releases are tough and post-errors glitch surface that are tough to address  

• Dev, QA, and Production environments are mostly not in sync 

So, is your Salesforce org having any of the above mentioned issues? 

These are the things a health check of your Sales can do for you: 

• Compare your org with those of other companies to gauge how it is performing and where it is lacking 

• Identify areas ( on priority ) that need to be targeted based on the proposed effort involved as well as the impact on the company 

• Suggest areas of improvement that should be undertaken 

• Propose a robust business case with approximate  Return On Investment, payback timeline & status quo risks 

• Advice and suggestions on how to extract “maximum juice” In the long run from the deployed CRM 

• Pen down future steps and actionable items for attaining business objectives 

Mr. Anand Sharma, Codleo Consulting quotes “A health check regularly is a must to ensure that the Salesforce org delivers on its promises and is healthy at all times. “

With regular health checks, you can ensure that your Salesforce org is working for you as it’s meant to be in the most optimal manner.  For conducting a detailed health check of your platform, contact us today.    

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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.