Salesforce CRM Health Check – Why You Need One Now

Salesforce CRM Health Check – Why You Need One Now

Our CRM Health Check & Business Review is an inexpensive way to make sure your business is getting the most from your investment in people, processes and technology. Perfect for SMB’s who have had significant business change or growth in the past 1-2 years and are unsure what to do next.

The world of business is not how it used to be, which means the way companies work and interact with their customers also has undergone some drastic changes. Customer contact is no longer limited to a face-to-face basis. Now, the only limitation on communication is the strength of your internet connection.

This evolution of how we interact with one another certainly has its benefits, but it also means businesses need to stay on top of the latest ways to communicate with their client base. One of the more popular methods of achieving this is through the customer relationship management (CRM) program known as Salesforce.

Numerous companies across the globe use Salesforce as part of their standard operations in a bid to consolidate their relationships with their customers. It plays a crucial role, but it’s equally vital that the health of your Salesforce remains optimal. Too many businesses overlook the significance of the CRM check, leading to mishaps and a faltering Salesforce program.

At SalesFix, we offer an inexpensive way to ensure the health of Salesforce in your business, including an overall health check and a review of security health. Whether you’re a small business looking to grow, or a larger company that’s wanting to maintain momentum, our health check service is a must for Salesforce users.

What Is Salesforce?

Salesforce provides companies with access to specific details on the individuals with whom they do business. This data covers all possible departments, including marketing, sales, commerce, and service. Personalised insight into your clientele allows you to sharpen your marketing and improve all of your business processes.

Over 150,000 companies worldwide use Salesforce to improve their website functionality, and the positive effects aren’t limited to the digital space.


The Importance of CRM

Customers are the lifeblood of any business. Investing in them and investing in your company are one and the same. For this reason, customer relationship management (CRM) systems are becoming increasingly popular. More and more brands are recognising the importance of staying in tune with the people who make your business run.

This user base goes beyond the people who purchase your products or use your service. It also includes suppliers, buyers, or anybody else who comes into contact with your business. CRM is a vital part of company relations, which is why when you invest in a program like Salesforce, you’re making the right step toward employing the best practices

The only way to know for sure that your CRM is achieving its goals is by performing a health check. Our health checks are thorough and detailed. They grant you access to all the information you need on how to move forward, which elements are successful, and which areas aren’t performing adequately.

Why Is a Salesforce Health Check Important?

Investing in a CRM system like Salesforce demonstrates a commitment to your brand and a desire to understand better the relationships that keep your business afloat. However, you undermine all of this if you don’t perform a Salesforce health check on your management systems.

The world of digital business is endlessly changing. It’s the nature of the internet that things move fast and change quickly, and Salesforce is not exempt from this. In the same way that you keep up with trends in your industry, you need to stay on top of your Salesforce maintenance. Our health check service allows you to do just that.

The critical thing to remember here is that issues with your Salesforce health may not be immediately apparent. You may well have been using the same implementation with your business for some time, with no problems. However, that doesn’t mean everything is working as it should be. Security settings, session settings, rights reserved, and other unique features can harbour problems without any visible indicator.

The issue may not even present itself as a dire problem. Instead, it could just be a case of missed opportunity. There are plenty of ways to optimise your Salesforce program to match the stage your business has achieved, many of which you wouldn’t have identified without the help of an efficient health check.

Here are some of the areas we can check to ensure the optimisation of your Salesforce:

  • Design includes the infrastructure, data, and metadata. By assessing the design, we can identify whether or not your current Salesforce services match up with the needs of your business. Are your page layouts conducive to quick purchases? Is your user interface accessible? Have you set the appropriate cookie categories? If your company has expanded lately, do you have enough orgs (your personal Salesforce interfaces) to meet your desired end goal? We can assess all this for you.
  • Analytics pertain to user information. How are your assigned users making use of Salesforce? Have you optimised the website to encourage increased site traffic? Does market research drive your solutions? These are all questions our health checks put forth. It’s easy to assume a service is in optimal condition, but without due analysis, you can miss a lot of necessary action. A sign that there may be a problem with how your Salesforce is the length of time it takes for data to transmit from your services. There may be data that is the staff repeatedly neglects to fill, which you’ve come to ignore but actually could prove highly beneficial. Performance metrics are vital, and we can lay them out for you in an easy to understand format.
  • Updates can encompass everything from your security controls to user permissions. A variety of Salesforce updates are entirely automatic, but not all. Is your system fully up to date? Are there custom fields you’ve added recently? Have you included business continuity plans to support these updates? Perhaps you aren’t utilising the best data model or password policies for your org. We can assess your Salesforce implementation and discover areas you may have missed.

Until you contact us for a full breakdown, it’s hard to be sure you’re using optimal security settings, features, and data. A health check gives an in-depth analysis that goes beyond the Salesforce baseline functions. When you work with us, you can rest assured that we tailor each of our health checks with your specific business in mind, based on how you function. It’s this individuality that makes our service so rewarding.

How Does a Salesforce Health Check Work?

There are three key actions we take with every operation. These steps help us understand your business and how we can improve your CRM.

1. Consultation

The business review and consultation are step one. Before moving forward with anything, we want to understand how your company functions. What are your end goals? Why do you use Salesforce? It’s okay if you don’t have the answers to all of these questions right away. It isn’t an interrogation; it’s a consultation.

We want to understand your company and the way you work so that we know how to best work for you moving forward. It’s a collaborative effort.

2. Solution

Once we’ve completed our consultation, we draw up a plan on how best to optimise some of the ways you’re putting Salesforce to use. This strategy could include altering the way you use session cookies, updating support services, enhancing security standards for monitored access, expanding on password policies, or improving methods to export backup data.

Our health check processes monitor business activities daily, including all integrations with third-party software. This assessment gives us a thorough insight into how you operate alongside Salesforce, so it makes the implementation of newer processes much more manageable.

3. Report

Finally, we provide you with a full review of our findings, which includes a full Salesforce security health check alongside overall productivity and efficiency check. With access to this information, you can begin to use Salesforce in a smarter, more optimised way across your org.

Our health check page report will provide an easy to read action plan for you to implement. We don’t just point out the problems and leave; we provide you with a fully actionable solution guide.

Who Is This Service for?

Businesses of all sizes use Salesforce, and all of them can benefit from a review to ensure that they are putting their org to their best use. As stated above, in the world of digital commerce, things can change very quickly.

Our service helps you to keep up with the many demands of staying in tune with your clientele, both customers and colleagues alike. As a trailblazer community, we’ve helped businesses across numerous industries to elevate their customer relations.

Work with us, and you will receive a full-service review, a detailed report, and a health check score based on the data we’ve gathered—all the data necessary to succeed.

Contact Us

If you currently use Salesforce and want to optimise your business performance, contact us now. Our team is ready to deliver a full breakdown of what we can offer you.

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