Let us be your growth partner
Do you currently have Salesforce? Has your business changed significantly and you need to update your system as it no longer matches your current processes? Our Salesforce Audit will provide you with new infrastructure to meet your current and future needs.
What the process looks like:
We consider the key drivers for your business, your KPI’s and your requirements for future growth.
We then assess your current environment.
Using our extensive experience, we then create a best practices design that leverages your existing infrastructure where possible.
We work with you, to quickly implement your new requirements.
We continue to assist you with rollout and support as needed.
Then send the below to them once they enquire
System Check / Object Review / Reporting & Dashboards
Security & Health Check
Duplicate Rule Review
Role & Profile Setup
Permission Set Licenses Used/Assigned
Email Deliverability Checks inc DKIM Setup
Process Reviews (Sales & Service)
Object Relationships (Schema Review)
Reporting & Dashboards
List of Dashboards setup
List of Reports created & visibility