Salesforce Health Check

Restart Your Salesforce in Weeks, Not Months

A focused review and technical audit of your Salesforce environment to ensure it evolves with your business, covering configuration, automations, data quality, and user management. You’ll get expert recommendations with quick wins and long-term improvements to maximize value, delivered through a trusted partner network for SMB customers.

How It Works…

1.

Kick-Off Call

2.

Business Discovery & Prioritization

3.

Audit Business Processes

4.

Audit Technical Integration

5.

Audit Integrations

6.

Findings & Guidance

7.

Executive Read-Out

8.

Final Wrap-Up

What’s Included & Who It’s For

    • Discovery Workshop to:

      • Discuss current usage and stakeholder roles

      • Identify business objectives, key pain points, and success metrics

      • Prioritize areas of focus for technical audit

    • Audit current state org:

      • Org configuration and architecture

      • Use of key features

      • User management, permissions, and governance

      • Automations and workflows

      • Data management and hygiene

      • Integrations

    • Implementation, configuration, development, or training related to any findings

    • Read Out Session to:

      • Document and review key findings

      • Share strategic recommendations for high-impact and "quick win" improvements

      • Identify next steps with proposed phasing if necessary

    • Existing Salesforce customers looking to get more value from their current setup

    • SMB organizations with a single Salesforce Cloud implementation

    • Teams experiencing growth, new processes, or evolving business needs

    • Companies unsure if their configuration, automations, or integrations are optimized

    • Organizations dealing with data quality issues or low user adoption

    • Business and technical stakeholders (admins, ops, marketing, leadership) who want clear, actionable improvement recommendations

    • Customers open to working with certified partners for guided optimization

What We’ll Need

  1. Customer must be an existing customer of Salesforce

  2. Customer will provide business overview and configuration requirement overview

  3. Customer will confirm participation of exec sponsor and key stakeholders during all core meetings

  4. Customer will provide courtesy admin access to Sales Cloud and related applications to support technical audits

  5. Customer will allocate 6–8 hours of meeting time with partner resources during the predefined duration of this project (20 business days)

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