Do you go for a health check up every year? If yes, that’s great. If not, then if are over 40 years then you...
A Proactive Way To Get More From Salesforce – Health Check
An optimal Salesforce instance requires technical capability to supervise administration and support on a daily basis. It also needs regular strategic reviews to ensure that the technology stack is functioning efficiently and is supporting the company’s strategic goals. It is a cost-effective way to check if your business is benefitting from Salesforce CRM and the best ways to fuel growth & efficiencies.
Our Salesforce CRM Health check & Strategic review is ideal for Small and Mid-Size Segment Companies that have seen change or growth in recent years. If you have recently deployed Salesforce OR using an old salesforce instance OR change in organisational leadership OR not up-to-date on new Salesforce updates and features - Whatever the case may be, we will do a thorough CRM Health check and submit a detailed gap analysis for the best usage of Salesforce and its ROI.
How Codleo Can Help
Salesforce Health Check is a speedy and cost-effective solution to judge the return you are getting out of your investment in Salesforce Org. You may get a full system review from our specialised team through our Health Check and Gap Analysis services. After viewing the Gap Analysis report, you will know exactly the state of your current Salesforce platform and the solutions that need to be implemented to address the problems and increase the use of Salesforce features and increase ROI.
Problem: Our client came to us with issues of performance and scalability with their current Salesforce usage. There were no dedicated Business/Application owners for the Salesforce instance in the organization, with team members using Salesforce randomly without any purpose or processes. As a result, some objects were out-dates and different initiatives created through the years were modified on an ad-hoc basis with little or no data engineering or design.
Solution: Our process began with in-depth engagement with the management to identify business critical information, review of the current Implementation, coding and architecture. Thereafter Codleo submitted a detailed report for business and IT both so that we could correct the basic architecture. Our project streamlined the data model, improved usability and adaptability of the implementation, cleaner page layouts with minimum/required information for users to enter. This also led to Improved reports and dashboards as unwanted fields were removed from the system.
Our Process
Codleo analyses the various inputs and identifies the gaps between the business processes & processes supported by the Salesforce. Based on the analysis, we provide an optimization plan and submit our Salesforce CRM Health check gap analysis report
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Contact Management.
Practice Management Integration.
EHR and EMR Integration.
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During the health check, detailed analysis of the following should be made:
Hardware and infrastructure
Disk latency and size
Number of users on CRM
Disk usage by top tables in CRM database
CRM customizations and integrations
Security check
Network speed and performance
CPU utilization
System logs
The score is arrived at by a comprehensive formula (based on a number of settings) that determines how well the current security settings meet the Salesforce Baseline Standard. Settings that match/exceed compliance raise your score.
