Is Your Salesforce CRM Performing at Its Best?
Find Out with Salesforce Health Check
What is Salesforce Health Check?
As your business grows, your Salesforce CRM needs to grow with it. But how do you ensure that your Salesforce CRM is scaling efficiently and effectively to meet your needs, goals and business objectives? That’s where Salesforce Health Check comes in.
Salesforce Health Check is a comprehensive diagnostic service that evaluates the performance, efficiency, security and overall health of your Salesforce CRM to ensure that it meets your business requirements and delivers maximum value. It helps identify any gaps, inefficiencies, or security risks that may be hindering your organization’s productivity and growth.
Our “Salesforce Health Check” services can enhance user adoption, evaluate system governance, as well as scrutinize data governance and management. Through this comprehensive analysis, you can upgrade your CRM from good to great, optimize your CRM for maximum ROI, and ensure its security and compliance with the latest industry standards and regulations.
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Whether you’re a small business or a large enterprise, our Salesforce Health Check can provide you with insights and strategies to help you get the most out of your Salesforce CRM. So, why wait? Get started today and see how we can help you take your CRM to the next level.
So, when do you know it’s time for a Salesforce Health Check? Here are some telltale signs and guidelines to follow:
- You’re not getting the results you want. If your CRM is not providing the business with the insights needed to inform decisions, if there are many manual processes, swivel chair integrations, or ad-hoc excel /reporting, it may be time to consider tweaks to Salesforce.
- You’re having performance issues. If your system is slow or even crashing regularly or reports are providing inaccurate data, then this is another indicator that it is time for an evaluation.
- You have outgrown the functionality of Salesforce. As your sales, marketing and customer service gets more complex, there will come a time when the existing Salesforce will no longer be able to support your needs. You would then enhance it with new capabilities.
- Your security requirements have changed. As your customer data grows and becomes more sensitive, there are higher expectations on how to secure that data and maintain compliance with regulations such as HIPAA, PCI DSS or Sarbanes-Oxley.
- Duplicate records
- Unused fields
- Data limits
- Storage limits
- Object limits
- Apex limits
- Login and password policy
- Organization-wide defaults
- Role hierarchy
- Profiles and permission sets
- Sharing rules
- Code audit for standard best practices
- High-level Apex review
- Unused automations
- Platform limits
- Unused packages
Salesforce Health Check Offerings
1. Business Analysis Consultation
We discuss with you your organization and the original goals and motivations for implementing Salesforce CRM. The goal is to identify Gaps between the original goals and the current state of your CRM. We also then layer in desired state gaps, what do you wish your CRM could do? What insight would you like to get from Salesforce that you do not get today?
In order to get the most from this exercise, its recommended that you conduct a business analysis exercise with your Executive Sponsorship team and with different departments to understand their services, current business priorities, current drivers and motivations for using the CRM if you are not already fully in the know.
2. User Adoption Analysis
This is where we discuss the user adoption and level of usage from different depts using Salesforce. A free, user-adoption dashboard can be downloaded to provide additional data points to inform this point of view.
Next, you’ll need to assess which applications your teams are using (Salesforce and non-Salesforce) to assess what efficiencies can be had by integrating apps or migrating to pre-integrated apps from Salesforce or the app exchange. Determining what features the teams are using (and not using) will help identify other possibly ways where greater value and efficiency can be uncovered.
3. System Governance and Management
Do you have a CRM steering committee, Salesforce champion, or technical team with the correct skills and time to manage and improve your CRM? Is your CRM a data warehouse, a rolodex for sales, or an integrated platform across the business to drive thoughtful engagement with your customers leveraging all the data you know about the customer from different parts of your business?
There are many best practices and reports/dashboards that can be created to inform your CRM roadmap as you transition from good to great.
4. Data Governance and Management Review
A good place to start is to understand what KPIs are important to run and optimize the business. What are the reports inside and outside of Salesforce that you review at a management and executive level. What insights are you not getting that you wish you could expose to save time and empower better business decision-making?
Examples to consider include, how do you use data to drive decisions, to power marketing activities and serve customers? Once you know which data fields are important, you can then conduct an audit on the quality of data within these fields. If these data points do not exist then a strategy can be put into place to start tracking them to power these reports. You can also install a data quality app from the app exchange and a duplicate management tool.
Another important consideration is security. Are you a publicly traded company? Are you in a regulated industry? Are you worried about what would happen if there was a data beach (external threat) or more likely (an internal) data leak like a disgruntled employee taking your customer list to a competitor.
In addition to the above Business Process Health Check, your organization can also opt for an in-depth Technical Health Check to assess the technical state of your Salesforce CRM. This is where we need access to your Salesforce to analyze specific areas like data quality, Salesforce security, Salesforce limits, customizations, and integrations.