Is your salesforce org on life support?
- data review
A high-level view of the quality of your data and the extent to which the system has been configured to protect against poor data quality
- user adoption
If you are seeing low user adoption of your Org, then it is vital to identify the root cause before your employees lose trust in the platform
- code review
A review of your Salesforce custom code and configuration to ensure that it has been written in a sustainable manner/to best practice.
- workflows
A detailed review of your current business processes and how well these have been embedded within your Salesforce Org
- reporting
An evaluation of the extent to which reports are used and where they could be better leveraged to report on performance and ROI
- Config review
A review of the way the system has been configured to evaluate how any maintenance overheads could be reduced
Are you seeing diminishing ROI from your Salesforce Org?
A well-adopted Salesforce instance will provide you with the foundations to enable business change through improved business processes and better ways of working. However, the ability to fully achieve the maximum ROI potential can be challenging if your Salesforce Org is not maintained and optimized regularly.
As markets change, your business priorities and objectives also change, therefore your Salesforce org must be able to flex and scale in the same way. Investing time to regularly reassess your Org will help processes continuously improve, ensuring maximum ROI is generated from the platform. If you’ve not stopped to take stock recently, then maybe it’s time for a Salesforce Health-Check?
Are you due a Health-Check?
- How long ago was your Salesforce implemented?
- Have your business processes, objectives or priorities changed?
- Have you integrated new systems into your business?
- Has your business strategy changed?
- Is user adoption lacking?
- Is your Org not meeting stakeholder expectations?
- Are manual processes creeping back in because Salesforce is not working you?
- Are you worried about org security?
- Are your reports and dashboards not helping you make day to day business decisions?
If the answer to any of these questions is yes, then it may be time to give your Salesforce Org a CloudStack 360 Health Check! The most effective way to assess the expected results of your Org against the actual results is with our Health Check.
increase user adoption
If you are seeing low user adoption of your Org, then it is vital to identify the root cause before your employees lose trust in the platform. Inaccurate reports or automated processes not performing as desired can often be a cause of low user adoption, or it may be an up-skilling requirement. Whatever the cause, we will work with you to implement the best solution for your business.
fully optimized org
Have you seen a recent decline in the performance of your org? Are your dashboards and reports outdated and inaccurate? Running a health-check can allow you to identify where the flaws are in your processes and fix the issues that are impacting the efficiency of your org.
continuing your salesforce journey
Have your business objectives and priorities changed, or has your business evolved? Putting your Salesforce Org through a Health Check will provide you with valuable business process insights. CloudStack 360 will help Maximize your ROI!
cloudstack 360 hEalth check will Boost Up Your Business
Our CloudStack 360 consultants will perform a custom tailored Health Check on the current performance of your Salesforce Org, helping our team to diagnose exactly where there are opportunities for improvement within your instance, and what will give you the biggest ROI in the shortest amount of time. We will then work closely with you to define and roadmap a strategy to optimize your org, ensuring you are maximizing your investment in Salesforce.
- Business Processes Review- A detailed review of your business processes and how well these have been integrated within your Salesforce Org
- Reports & KPI’s – An deep evaluation of the extent to which reports are used and where they could be better leveraged to report on performance and ROI
- Data – A high-level view of the quality of your data and the extent to which the system has been configured to protect against poor data quality
- System Maintenance Review – A review of the way the system has been configured to evaluate how any maintenance overheads could be reduced.
- Code Review – A review of any custom code to ensure that it has been written in a sustainable manner/to best practice.
CloudStack 360 Health Check Key Outcomes
- Develop road map for future Salesforce success
- Maximized efficiency of your Org and enhanced ROI
- Identify key enhancements to increase user adoption
- Identify where best practices are not being leveraged
- Identify ‘quick win’ areas with new Salesforce features
