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.
What is the state of your Salesforce platform?
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.
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.
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.
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.
Salesforce releases new updates and enhancements three times a year. A Health Check will identify powerful new features that can drive your business success.
Salesforce follows best practices for digital security but cannot help with user-created problems (no, "1234" is not a password). A Salesforce security Health Check will root out any security risks that users have introduced.
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.
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.
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.
Kickstart your next Salesforce project with an award-winning Salesforce partner. Complete the form and one of our consultants will get back to you. No matter your size, industry or requirements, we have the expertise and experience to help you achieve your goals.