Publish date:

• 4th May, 2021

Do you go for a health check-up every year? If yes, that’s great. If not, then if are over 40 years old, you should. As we know, “health is wealth”. Similarly, for your Salesforce CRM to be ship-shaped like you, it needs an audit every 6 months, known as the “Salesforce Health and Process Check”. This Salesforce Health Check locates areas where best practices and standard functionality are not being deployed adequately, as revealed by Salesforce consulting partners.  It’s the best way to discover if your CRM is working well for you, courtesy of Salesforce consulting partners.

To gauge if your Salesforce version is working optimally for your business, ask yourself these four questions before the Salesforce Health Check:

• Is your current Salesforce version in sync with the company's expansion and business initiatives? Salesforce gives users the power to configure various components—data, metadata, and infrastructure. This option of configurability is an important tool to mold the technical layout needed for your business to run smoothly. Some important questions to consider are: How will you deploy Salesforce across units? Will you deploy across the world? How will the information flow between orgs? If not, reach out to Salesforce consulting partners.

• Where does the company stand in terms of technical debt?  This is important to assess as the company expands, new projects are taken up, and performance has to be better, as well as with more functionalities to ease the day-to-day work. So, it’s good to ask yourself the following questions, as per Salesforce consulting partners: Is Salesforce being used as much as it should be?  The level of customization undertaken? How much time is it taking for deployments or migrations? Is your custom code efficient and scalable?

• Does the company have a clear and documented development, release, maintenance, and training cycle? The success of Salesforce hinges on its support structure to manage various facets such as program management, change management, release management, and so on. So that you have a management system that is equipped to handle everything smoothly, ask yourself: Are the relevant teams in sync with IT? Ask Salesforce consulting partners. How do you gather feedback to make sure the initiatives align with priorities? What steps are defined to handle risks at all stages of the software creation lifecycle?

• Is your Salesforce version optimized for your business as per your needs? The better integrated it is with your business processes and cycles, the better the benefits for the business. Creating a center of excellence results in cost- savings by employing best practices and reducing risks through gap analysis. Ask yourself if the IT and business teams can prioritize requests. With the current resources and complexity in your kitty, are you able to satisfy the demands of your ever-increasing business needs? If not, call Salesforce consulting partners.

So now you should start a 6-month salesforce health check regularly to ensure that your investment in the world’s best CRM is paying dividends for you. If not, effective and remedial action is called for to ensure the same takes place. Call Codleo Salesforce consulting partners today for a health check for your CRM / Salesforce

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.