1. First contact
Just like a doctor will ask questions when you enter their surgery, we check the background and scope of your case so we run the right tests and not waste your time.
Health Check
What is the state of your Salesforce platform?
Health Checks are perfect if...
- You are running into errors or performance issues with your Salesforce platform.
- The overhead of maintaining or integrating your CRM is high.
- You need an outside perspective on your Salesforce configuration.
As systems age, users identify more requirements and your business evolves, your Salesforce platform may fail to keep up: legacy elements can be left behind, your storage may be full and your processes and flows become a tangled web. All of which can slow your system and process down and introduce data disparities.
You can get a full system diagnosis from our technical doctors through a Health Check. After a Health Check, you will know exactly the state of your Salesforce solution and what needs to be done to address any issues and seize dormant opportunities.
You can get a full system diagnosis from our technical doctors through a Health Check. After a Health Check, you will know exactly the state of your Salesforce solution and what needs to be done to address any issues and seize dormant opportunities.
Symptoms which show you need a Health Check
Poor adoption
Your end-users are avoiding using Salesforce or finding other ways to process data. A Health Check will identify the cause of the resistance and recommend a solution.
Problems after a Salesforce release
You experience irregular errors following one of Salesforce's tri-annual releases. A Health Check will identify the source, their nature and how they can be remedied.
Inaccurate reports
Your reports are missing data or aren't running properly. A Health Check will diagnose where the issue lies and recommend the right treatment to fix reports and maintain data consistency.
Moving from classic to Lightning
You want to have a smooth transition from classic to Lightning. A Health Check will identify any potential issues with your system so you can take appropriate action.
Missing new functionality and possibilities?
Salesforce releases new updates and enhancements three times a year. A Health Check will identify powerful new features that can drive your business success
Security concerns
Salesforce follows best practices for digital security but cannot help with user-created problems (no, "1234" is not a password). A Health Check will root out any security risks that users have introduced.
What a Health Check looks like
2. Diagnostic tests
We run both automatic and manual tests to detect any issues and identify areas for potential improvement. Depending on the initial brief, these tests may vary from a quick security run through to a deep dive to discover underlying issues that prevent user adoption.
3. Prescription
Once we've completed our tests, we provide an actionable report on any issues detected along with opportunities present in your system. We also provide the details of the work conducted for auditing. At this point, we can administer the treatment we prescribe.