Salesforce is a cloud-based solution, continuously undergoing changes
User requirements, business operations, and data are constantly evolving as well. Therefore, it is essential to regularly assess the processes in your current Salesforce environment. By doing so, you can unlock the full potential of your Salesforce platform, and gain confidence in its performance.
What we offer
Our team of Salesforce professionals will conduct a comprehensive audit of your system, meticulously identifying any potential gaps in the setup. They will then provide actionable recommendations and pinpoint opportunities for improvement.
- Discovery calls with key stakeholders from your organization
- Review of relevant technical and process documentation
- Evaluation of key CRM aspects: configuration, automation, user adoption, security & compliance
- Company settings assessment
- Documentation of the assessment’s results and findings