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
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 behavior.
Mobility and mobile application support
Maximize your company’s Salesforce investment and improve user engagement
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:
Make some simple configuration changes
Clean Up of Data
Integration with other systems
Define new KPI’s and build Dashboards and reports
Fixing existing defects are issues
Executive End-user training