Salesforce is a cloud service, which means the software is constantly evolving. So are the needs of users, business processes, and data. That is why it is very important to take a step back and periodically assess the processes within your existing Salesforce ecosystem. This will give you the peace of mind that your Salesforce implementation is utilizing all your platform capabilities.
WHAT IS IT? —
Our team of Salesforce professionals will conduct an audit of your system and will identify potential gaps in how the system was set up. They will then give recommendations and opportunities for improvement.
WHAT DOES IT INCLUDE —
Discovery call with a Salesforce specialist
Assessment of Object utilization - standard and custom objects
Company settings assessment
Complete document of the assessment’s results and findings
Free of charge
No strings attached: no hidden clauses that bind you to our services for the implementation phase
If you want to learn more about our process, please download the detailed Salesforce assessment deck.