Salesforce.com Health Check
We come across many companies that are using Salesforce.com. Even though it may have been initially implemented to meet their business requirements at that time, very often as the business grows, they find their processes have changed and usage of Salesforce.com can decline.
In this situation, we recommend taking one of our Health Checks. We work with your business on a short 1-day engagement to capture a high level set of requirements relating to your current business environment.
Following this, we take a look at how you’re currently using Salesforce.com. We look at the areas are you using effectively, what features available within your edition of SFDC that you could be using, what might need changing to reflect the changes in your business processes.
The final output is an action plan of items that we recommend you consider implementing to bring your Salesforce.com CRM system back up to a roadworthy standard for your business.