fbpx
Call us on (07) 3040 2705
    1. Services

    Salesforce CRM Health Check

    Our Salesforce CRM Health Check and 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.

    • We wanted to ensure that we chose a company who were genuinely willing to learn about our business. SalesFix rapidly understood our business and what we needed.

      Aaron Tabone
      Provider Assist

    • What Is Salesforce Health Check & Business Review?

      SalesFix provides an inexpensive service that ensures your business gets the most out of your investment in Salesforce CRM. Our experts will analyse your organisation’s needs and current usage of Salesforce CRM tools to best understand where you are and where you need to go.

      After a complete analysis has been completed, including a deep dive into your current business processes and how they are matching to your Salesforce org, SalesFix will provide you with a detailed report of our findings and recommendations so you can best decide what future Salesforce CRM services and opportunities you want to pursue.

    • 3 key areas of service

    • Consultation

      Vital to the success of a Business Review, we take a collaborative approach to ensure we fully understand your business objectives.

    • solution

      Our processes document everyday business activities which allows us to swiftly implement business processes.

    • Report

      We provide our findings & recommendations in an easy to read Action Plan for consideration.

    • Does any of this sound familiar?

    • Deployed Salesforce CRM 1+ years ago

    • Salesforce CRM was self- deployed

    • Change in tech or system administrator in the last year

    • Change in Executive or sales leadership

    • Company has undergone a re-organisation

    • Not up to speed with new Salesforce releases

    • How Does Salesforce Health Check Work?

      Our expert Salesforce consultants will work with you to fully understand your business’ operations and requirements. Armed with this understanding, SalesFix can then review your current implementation, usage of Salesforce features, Best Practices, security, and any third-party integration you may have.

      We will then provide detailed recommendations of any new features, financial process integrations, or system improvements that would aid your organisation in becoming more streamlined and efficient. We will find any holes in your current operations and advise you on how to plug them back up.

    • Who is Salesforce Health Check For?

      Our Salesforce CRM Health Check & Business Review is ideal for SMB’s that have seen change or growth in recent years. Maybe you recently deployed Salesforce or have had a change in organisational leadership. Perhaps your company isn’t up to date on new Salesforce updates and features. Whatever the case may be, SalesFix can provide the aid you require to ensure you are getting the most out of your investment.

  • Outcomes for you

    • Business Review

      Workshop to map your current business processes and identify a future roadmap.

    • Salesforce Review

      Identify current usage, features, Best Practice measurements, security protocols, and 3rd party integrations.

    • Solution Concept

      Strengthen data integrity, increase efficiencies and improve effectiveness aligned with business processes.

    • Detailed Report

      Findings and recommendations; including new features, integrations, process improvements and potential opportunities.

    • Salesforce Consulting Partner SINCE 2012

      As a Salesforce Consulting Partner, SalesFix transforms businesses and connects customers, partners and employees with streamlined systems.

    • How Does SalesFix Help?

      As a Salesforce Consulting Partner, SalesFix can provide unparalleled expertise in the implementation, integration, and operation of Salesforce CRM systems. Our expert consultants can put their experience to use to make sure you see the greatest return on investment possible. Our team is dedicated to increasing your team’s productivity and efficiency to get your business running smoothly as quickly as possible.

    • Get more effective and profitable sales processes.

      Contact Us