Our Salesforce CRM Health Check & Business Review is ideal for SMB’s that have seen change or growth in recent years. Maybe you recently deployed Salesforce or have had a change in organisational leadership. Perhaps your company isn’t up to date on new Salesforce updates and features. Whatever the case may be, Codleo Will Make sure you will never face these challenges with your Salesforce CRM
How Codleo Can Help
Salesforce Health Check is a quick and low-cost method to evaluate the value you are getting out of your investment in Salesforce Org. After having spent anything over a year of using Salesforce, conducting a detailed Salesforce Health Check helps you find ways to optimise your Salesforce experience and following are the ways by which codleo will help you with your Salesforce CRM
Companies have deployed Salesforce Community Cloud to build a portal for its vast dealer network. By digitising all dealer-related processes on a single portal, they created a self-service platform that delivers a frictionless experience to channel partners. With the ability to manage their orders more efficiently through the portal, Companies has seen a 1.2% improvement in sales.
Codleo analyze the various inputs and identify the gaps between the business process and process supported by the sales process. Based on the analysis we provide an optimization plan to the management team. The plan will include actions like:
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Practice Management Integration.
EHR and EMR Integration.
During the health check, detailed analysis of the following should be made:
Hardware and infrastructure
Disk latency and size
Number of users on CRM
Disk usage by top tables in CRM database
CRM customizations and integrations
Network speed and performance
The score is arrived at by a comprehensive formula (based on a number of settings) that determines how well the current security settings meet the Salesforce Baseline Standard. Settings that match/exceed compliance raise your score.