Salesforce Health Check
Are you already using Salesforce to gain a 360-degree view of your customers? And would you like to know whether you are making the most of this platform's diverse potential?
Our Salesforce Health Check provides clarity!
Together, we take an impartial look at your Salesforce organisation to identify potential and opportunities for optimisation. This gives you a quick overview of the current state of your CRM system. We provide you with detailed analyses and specific recommendations for action in the following areas:
- Deployment
- Security
- Configurations
- Test Coverage
divided into different criticality classes. This allows you to decide flexibly what you want to optimise and when – depending on the criticality level.
Get clarity quickly
With our Salesforce Health Check, we offer you a complete analysis of your CRM system, a direct assessment and important recommendations for action. Finally, you will receive a comprehensive analysis of the results, both for your technical contacts and for your management and decision-makers.
Kick-off
Together, we take a look at your business processes and daily operations.
With a deeper insight into your processes and organisation, we can identify potential, optimisation opportunities and security issues in the best possible way.
Technical
analysis phase
We analyse the different areas of your organisation using a variety of tools
- Security check
- Optimizer
- Code review
- and much more
Management summary & best practice recommendations
Our targeted approach gives you a quick overview of your status quo, broken down into criticality classes
- Quick wins
- Mid-term recommendations
- Long-term recommendations
Optional: Customer & Employee Experience Check
We take a close look at your customer and employee journey. Our goal here is a seamless digital journey – both for your customers and your employees.
Contact person
is a CX expert specializing in customer-oriented sales processes and CRM strategies. At msg for banking, he advises customers on all stages of the digital sales funnel and digitally supported consulting.