Time For A Salesforce Health Check

Are you struggling to use Salesforce within your current business system? Are your business processes optimised? Maybe it’s time to take another look at how you are using Salesforce. Every now and then, a business will change their workflow or notice an inefficiency in their process that is linked to how they use Salesforce.

Salesforce is a flexible platform that can cater to a variety of businesses, but occasionally you need to reevaluate your Salesforce solution. If this is happening in your business, your next step should be to ask experienced professionals to conduct an audit of your Salesforce system. This is also known as a ‘Salesforce Health Check’. 

In such instances, Consleague Salesforce Discovery Mapping Programme can help you find ways to enhance your processes and optimise task automation to ensure that you are getting the most out of Salesforce.

Why Should You Get a Salesforce Health Check?

1.    Salesforce was implemented incorrectly

In order for Salesforce to be effective, it must be attuned to the needs of the business. Occasionally, we see that Salesforce was implemented incorrectly and the system is not functioning properly. On the other hand, we also see that, while the implementation may have been suitable at the time, it no longer suits the needs of the business. A health check can examine how Salesforce was implemented and ensure that everything is in place for you to succeed in the future.

2.    Poor system adoption

Even if everything is technically fine, low rates of Salesforce adoption throughout the business may mean that something’s not quite right. Poor system adoption sometimes occurs if Salesforce has not been correctly implemented or if the communication about the system has not been clear. A health check will help you discover why users are reluctant and ensure that you can address the issues swiftly.

3.    Your business processes have changed

Sometimes, as a business expands, you will find that your workflow no longer aligns with the way Salesforce was originally intended to be used. A Salesforce health check will uncover these kinds of situations and help you realign your business processes with the way you use Salesforce. Then you will be able to understand any gaps or inefficiencies in your system and get rid of them. 

 

Benefits of a Salesforce Health Check

●      Optimise your Salesforce usage

A Salesforce Health Check can set you back on the right path. If you have a poor setup, you won’t be able to get what you want out of Salesforce. We can ensure that you have the right structure for your business and eliminate bottlenecks in your system.

●      Plan for the future

It is essential to have a long term vision. Part of our health check considers the business’s long-term aspirations and helps to ensure that the system is ready to scale when you want to expand. In addition, we can recommend products or services that will help you plan for the future.

●      Increase user adoption

Our health check is not just a technical examination. We will also look at how Salesforce is being used throughout the business and address any issues with adoption. We’ll highlight any barriers to adoption and recommend ways to increase user adoption throughout the business.

Consleague’s Salesforce Health Check

Our experienced Salesforce consultants will help to digitally transform your business. With our assistance, you will be able to perform a comprehensive Salesforce Health Check, optimise your workflow and ensure that your business is heading in the right direction.

If you’re interested in learning more about this subject or a Salesforce implementation, why not set up a call with one of our Solution Experts.