As Australia’s First Salesforce Partner we understand that your Salesforce CRM should evolve alongside your business. Our Health Check Programs are designed to problem solve and offer actionable quick-wins to ensure your business realises the full potential of your Salesforce investment.
Suitable for businesses that have a small/simple org or businesses that have a specific concern about one particular area.
Suitable for: businesses with a small-medium /simple org that want an overall assessment. Businesses with large/more complex orgs who want a high-level snapshot of their org.
Suitable for businesses with a larger, more complex org that want an overall assessment of their org.
Pre Health Check
• Org Health Questionnaire to understand key concerns & initial benchmarking
• Overview of organisation structure; roles & data access
• Review/discovery of key business process, pain points & future aspirations
Functional and/or Technical Analysis
• Functional and/or Technical analysis on the org – benchmarked against Salesforce best practice
• Red/Amber/Green assessment
• Best practice solution recommendations
• Playback session to walk through findings
• 30-day action plan, quick-wins & success roadmap
Choose the perfect level of Health Check engagement for your business
Our “Client for life” philosophy means we work towards your long-term success
We have proven capability and success across multiple industries