What is a Salesforce Health Check?
Trifecta’s Salesforce experts can provide a deep dive into all areas of your existing Salesforce org to build a comprehensive evaluation of your CRM, all in a matter of weeks. Let’s ensure that your Salesforce org is operating at peak performance.
You rely on a strong CRM to maintain seamless business operations. Routine check-ups are essential to keep everything running smoothly. It is best to Identify vulnerabilities and act before they cause trouble. Afterall, a hit to your CRM would be felt in waves throughout your entire organization.
With Trifecta's Health Check, you can:
Should I Get a Salesforce Health Check?
Is a Health Check the right fit for you? If your organization relates to any of these statements, you could benefit from a Health Check.
- You deployed Salesforce more than one year ago
- You are experiencing operating inefficiencies
- You have data accuracy/integrity concerns caused by incorrect reporting
- You are seeing issues with integrating data to other systems
- You implemented with all internal resources or multiple partners
- You are about to engage in new development efforts and
- You want to make sure you have a solid foundation
Commerce Jumpstart
For those in Commerce, we offer a specialized Commerce Jumpstart Health Check. This jumpstart is designed to pinpoint the areas and functions that your business relies on most for Commerce success. Gain thorough evaluations of these targeted areas to position yourself for success!