Our Salesforce CRM Health check & Strategic review is ideal for Small and Mid-Size Segment Companies that have seen change or growth in recent years. If you have recently deployed Salesforce OR using an old salesforce instance OR change in organisational leadership OR not up-to-date on new Salesforce updates and features - Whatever the case may be, we will do a thorough CRM Health check and submit a detailed gap analysis for the best usage of Salesforce and its ROI.
How Codleo Can Help
Salesforce Health Check is a speedy and cost-effective solution to judge the return you are getting out of your investment in Salesforce Org. You may get a full system review from our specialised team through our Health Check and Gap Analysis services. After viewing the Gap Analysis report, you will know exactly the state of your current Salesforce platform and the solutions that need to be implemented to address the problems and increase the use of Salesforce features and increase ROI.
Problem: Our client came to us with issues of performance and scalability with their current Salesforce usage. There were no dedicated Business/Application owners for the Salesforce instance in the organization, with team members using Salesforce randomly without any purpose or processes. As a result, some objects were out-dates and different initiatives created through the years were modified on an ad-hoc basis with little or no data engineering or design.
Solution: Our process began with in-depth engagement with the management to identify business critical information, review of the current Implementation, coding and architecture. Thereafter Codleo submitted a detailed report for business and IT both so that we could correct the basic architecture. Our project streamlined the data model, improved usability and adaptability of the implementation, cleaner page layouts with minimum/required information for users to enter. This also led to Improved reports and dashboards as unwanted fields were removed from the system.
Codleo analyses the various inputs and identifies the gaps between the business processes & processes supported by the Salesforce. Based on the analysis, we provide an optimization plan and submit our Salesforce CRM Health check gap analysis report
Look after the flow of goods from manufacturers to the warehouse bin to the sales order
Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology
Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort
"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"
"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"
"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"
"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."
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.