Challenges we solve by SALESFORCE CRM Health Check
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
Challenge
Change in tech or system administrator
Challenge
Speed with new Salesforce releases
Challenge
Ensure you are getting the best ROI
How Codleo Can Help
HOW CODLEO CAN HELP YOU WITH SALESFORCE CRM HEALTHCHECK
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
- We will review your current usage of your CRM, introduce you to the latest productivity features, and recommend best practices for utilization of salesForce.com technologies.
- We provide superior expertise in the implementation, integration, and operation of Salesforce CRM systems.
- Evaluation of your CRM environment to identify the areas that require improvement.
- Customer service and call center
- Our team is dedicated in increasing your team’s productivity and efficiency gets your business running smoothly as quickly as possible.
- Boost your sales and margins
- Identify hidden cross-sell and up-sell opportunities by predicting customer buying behaviour
- Mobility and mobile application support
- Maximize your company’s Salesforce investment and improve user engagement
Success Story
REVVING UP CHANNEL PERFORMANCE WITH A CUSTOMISED DEALER PORTAL AND ENSURING A GRIP ON CUSTOMER FOCUS WITH CUSTOMER 360
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.
Our Process
Our Salesforce CRM Health Process
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:
Step
01
Make some simple configuration changes
Step
02
Clean Up of Data
Step
03
Integration with other systems
Step
04
Define new KPIs and build Dashboards and reports
Step
05
Fixing existing defects and issues
Step
06
Executive End-user training
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Vertical Solutions
Salesforce Industry Vertical Solutions
HEALTHCARE
Our Products
Salesforce Product We Work With
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
Pardot
Heroku
Mulesoft
Salesforce Chatter
Tableau
Quip
Chatbot
Commerce
All of Our Salesforce Expert Consultants are trained to the highest level
Sales Cloud Consultants
Service Cloud Consultants
Marketing Cloud Administrators
Platform App Builder
System
Architect
Advanced
Administrator
Technical
Architect
Platform
Developers
Our Servcies
We provide the following Salesforceservices for you
Feedback
Feedback from our clients
FAQ
Frequently Asked Questions
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Contact Management.
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Practice Management Integration.
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EHR and EMR Integration.
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Reporting.
During the health check, detailed analysis of the following should be made:
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Hardware and infrastructure
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Disk latency and size
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Number of users on CRM
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Disk usage by top tables in CRM database
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CRM customizations and integrations
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Security check
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Network speed and performance
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CPU utilization
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System logs
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.
