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Pandemic in your org? You need a Salesforce Health Check!

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Posted on Aug 14, 2020
by Dev Kumbhare ( Sr. Manager Business Development)

Pandemic in your org? You need a Salesforce Health Check!

As the no.1 CRM in the market Salesforce is being widely used by business across the globe. As new releases come in each month, many companies are often releasing changes to their Salesforce instance which might cause errors in their custom codes, workflows, integrations with third-party apps and applications from the AppExchange. This ‘pandemic’ might affect not only your org but the whole business process due to which you may see diminishing ROI and it could affect your business severely.

Therefore, to avoid the pandemic getting into your org, businesses need to understand the importance of reevaluating the health of their Salesforce instance. Here a quick checklist one should look into to understand if your org is due for a Health-Check.

  1. How long has it been (6 months/1 year or more) since you have implemented the org?
  2. Have you integrated or embedded any new apps since then?
  3. Do you have complex data flows across your systems?
  4. Are there any organizational changes in the users/admins who have access to your org?
  5. Are you not able to derive the desired outputs from the usage of your org?
  6. Are you finding some resistance with the user adoption?
  7. Is it difficult to understand the dashboards and reports that you derive from the existing system?
  8. Is your org not upto speed with the new Salesforce releases?

At Aress, our expert Salesforce consultants will work with you to fully understand your business operations and provide a service to ensure your business gets the most out of your investment in Salesforce CRM. Aress offers a complete Salesforce Health Check covering the following to review your current use of Salesforce and recommend best practices that will help you improve productivity and reduce risk within your system.

  1. Governance and Security audit
  2. Salesforce optimization review and reports
  3. Run and analyze Lightning migration report and suggest you the best ways to move your org from Classic to the new Lightning design interface
  4. User Adoption Analysis

Maybe you recently deployed Salesforce or have had a change in organizational leadership. Perhaps your company isn’t up to date on new Salesforce updates and features. Whatever the case may be, Aress can provide the aid you require to ensure you are getting the most out of your Salesforce CRM.

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Category: Salesforce

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