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CRM Health check

A Proactive Way To Get More From Salesforce – Health Check

An optimal Salesforce instance requires 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.

What is the state of your Salesforce platform?

Our 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, we will do a thorough CRM Health check and submit a detailed gap analysis for the best usage of Salesforce and its ROI.

Poor adoption

Problems after a Salesforce release

Inaccurate Reports

Moving from classic to Lightning

Missing new functionality and possibilities

Security concerns

Architecture Problem

How Codleo Can Help


Salesforce Health Check is a speedy and cost-effective solution to judge the return you are getting out of your investment in Salesforce Org. You may get a full system review from our specialised team through our Health Check and Gap Analysis services. After viewing the Gap Analysis report, you will know exactly the state of your current Salesforce platform and the solutions that need to be implemented to address the problems and increase the use of Salesforce features and increase ROI.

  • We will review your current usage of your CRM, introduce you to the latest productivity features, and recommend best practices for utilization of technologies.
  • We provide superior expertise in the implementation, integration, and operation of Salesforce CRM systems.
  • Evaluation of your CRM environment to identify the areas that require improvement.
  • Customer service and call center
  • Our team is dedicated in increasing your team’s productivity and efficiency which gets your business running smoothly as quickly as possible.
  • Boost your sales and margins
  • Identify hidden cross-sell and up-sell opportunities by predicting customer buying behaviour
  • Mobility and mobile application support
  • Maximize your company’s Salesforce investment and improve user engagement


Salesforce CRM Healthcheck Videos

Security Healthcheck - Salesforce Platform - Spring ‘16
Learn About Security Health Check (Lightning Experience)

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Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

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Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

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Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

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Daily Travel & Expense Management

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company


Frequently Asked Questions

  • Contact Management.

  • Practice Management Integration.

  • EHR and EMR Integration.

  • Reporting.

During the health check, detailed analysis of the following should be made:

  • Hardware and infrastructure

  • Disk latency and size

  • Number of users on CRM

  • Disk usage by top tables in CRM database

  • CRM customizations and integrations

  • Security check

  • Network speed and performance

  • CPU utilization

  • System logs

The score is arrived at by a comprehensive formula (based on a number of settings) that determines how well the current security settings meet the Salesforce Baseline Standard. Settings that match/exceed compliance raise your score.

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