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CRM Health check

Salesforce CRM Health check lets you view the security settings within your system such as login access policies, password policies, network sessions etc. It is available for both Salesforce Classic and Lightning Experience. The editions that support Health check are Professional, Developer, Unlimited and Performance editions. It is an economical way to check if your organization is benefitting from Salesforce CRM and the best ways to fuel growth & efficiencies.

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

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

Security Healthcheck - Salesforce Platform - Spring ‘16

Immediate analysis of your Salesforce application’s different security settings configuration against the Salesforce Security Baseline...

Learn About Security Health Check (Lightning Experience)

This video introduces the Security Health Check, a tool for administrators. Learn how to evaluate and remediate security risks...

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FAQ

Frequently Asked Questions

  • Contact Management.

  • Practice Management Integration.

  • EHR and EMR Integration.

  • Reporting.

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

  • Security check

  • Network speed and performance

  • CPU utilization

  • 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.

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