Salesforce Health Check #2 - b2plus consulting

When should you do a Salesforce Healthcheck?

Your sales staff are dissatisfied with the CRM system, which is perceived as a burden and does not contribute to faster processing of tasks. In some cases, work may even be shifted back to Excel spreadsheets.
No changes have been made to the system by an experienced Salesforce administrator in the last 3 years. The automatic release versions in recent years have brought many new security and application functions that need to be set up.
The automation of processes or notifications does not run reliably because data has not been maintained completely or incorrectly.
You receive warning messages from the system that the memory is full, certificates have expired or processing limits have led to processes being aborted.
The system is to be used in other business units, but there is uncertainty as to whether the current system has been set up correctly and will support further growth.

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The 4 dimensions in the Healthcheck

Process design and user-friendliness

Your system interface should optimize the sales process: clear documentation, intuitive buttons and a clear arrangement of fields ensure efficiency. Default values and screen flows speed up data record creation, while well thought-out worklists provide targeted support for sales activities.

Use of platform standards and scalability

The use of standard objects and functions in Salesforce enables quick implementation and easy adoption of new functionalities. These standard functions are extremely stable and ensure reliable operation. They are designed to support future growth and therefore form an ideal basis for scalable business solutions. This promotes efficiency and adaptability of your system.

Data quality for Automation

High data quality is crucial for sales automation: mandatory fields, validation rules and lookup filters ensure complete and consistent data records, while process automation optimizes data updates and notifications.

Security settings and system limits

Salesforce provides standard tools for monitoring security settings and limits that should be used as a first step. These tools perform a basic check to ensure that your system is secure and operating within recommended parameters. They help to identify potential problems early and prevent them before they can develop into major challenges.

Your benefits at a glance

Implementation of the system analysis

To carry out the system analysis, we need a sandbox with a few sample data and a system administrator user.

For the most important information from the production system, you will receive a list of questions to read off the required values and hand them over to us for the results report.

Improve CRM performance with a results report

You will receive a detailed report covering the four dimensions and categorizing the experts’ assessments as “Good”, “Satisfactory” or “Needs Improvement”. For areas marked as “Needs Improvement”, we provide tailored recommendations to improve and optimize the current state so that your system can reach its full potential.

Secure decisions at a fixed price

We offer this comprehensive health check service for €980 (plus VAT). The package ensures a thorough assessment of your Salesforce environment, identifies areas for optimization and provides recommendations for action. This ensures that your system is running at maximum performance. Implementing our recommendations will increase efficiency and maximize the ROI of your Salesforce investment.

Download b2plus Salesforce Health Check Guide

Discover hidden potential in your Salesforce CRM and increase the success of your sales processes – with our free Health Check Guide. Download your guide to Salesforce optimization now and take your sales performance to a new level.