Salesforce Health
Drive real efficiencies from your Salesforce CRM.
A Salesforce Health review is a cost-efficient way to ensure that your company is gaining the maximum benefits from your Salesforce CRM.
An analysis of your current Salesforce platform can deliver important insights into the best ways to manage and promote robust growth whilst maximising business efficiencies.
Salesforce Health
What’s included
Business Review
If your organisation has experienced organisational change since introducing Salesforce, then it is crucial to carry out a business review to ensure that your business goals continue to match your current Salesforce CRM design to drive overall business efficiency.
Salesforce Health Check
As Salesforce continuously updates existing applications and delivers new initiatives, it is vital to sync the platform with your current business goals. Our team of certified professionals can find gaps and suggest and deliver solutions.
Detailed Report
We will deliver a detailed report offering crucial information regarding your business review and Salesforce Health Check. It will include recommendations for solutions to enhance your existing Salesforce CRM to enable you to take full advantage of its benefits in the most efficient way.
Salesforce Health
Features
Improve Analytical Data Reporting
With the latest tools and plugins, you will improve your capability to create automatic reports, saving you precious time. Improved reporting data will enable you to make well-informed decisions to maximise customer loyalty and long-term profitability.
Encourage Team Collaboration
Sales, customer service and marketing teams can share important data and documents concerning clients and pass them down the pipeline to propel the closing of sales, ensure knowledge of new products, and boost customer service. Teams can work together smoothly to improve your bottom line.
Enhance Salesforce Automation
When it comes to sales, there are a vast number of small tasks that need to be carried out along with the surface details to improve efficiencies and deliver sustainable sales growth. Salesforce automation allows you to track and monitor these tasks to ensure your business processes function smoothly.
Is your Salesforce CRM aligned with your business goals?
Contact us to make the most of your CRM!
Salesforce Health
Benefits
Boost Productivity
Your employee’s productivity will increase thanks to the installation of the latest Salesforce upgrades and patches.
Improve Customer Service
The moment a customer contacts your company, your staff will have instant access to all relevant activities and data concerning past purchases, preferences or other detail that will help them successfully address the customer’s enquiry.
Salesforce Health
Other Products
Salesforce Implement
Our team will work with you every step of the Salesforce implementation. We will take care of the complexities, resolve any issues, minimise expenditure and lower risks.
Cloud Consult
Cloud Consult is an IT Roadmap including recommendations and strategies on the IT direction of your business based on your requirements.
Salesforce Support
Salesforce Support allows you to take control of your Salesforce platform by providing your team with support services to maximise your Salesforce applications.