As a Salesforce cloud customer, you must assess if you are getting the best out of your Salesforce investment. And there is no better way than to perform a free Salesforce health check and optimization report. AppShark has always made it a point to go the extra mile for our customers. We want you to succeed with Salesforce and offer a Free Salesforce Health Check Report!

AppShark’s Salesforce Health Check Services

 

A well-maintained Salesforce instance is one that is properly configured and optimized. Just like a car that is not serviced on time can break down on the road, so can an unoptimized salesforce account. There are many things that can affect the performance of your salesforce account and some of them could be easy to fix while others might require in-depth analysis and re-configuration.

The first step in fixing any issue related to your Salesforce account is to identify the problem areas and work towards resolving them. What better way than to approach this task with an unbiased third-party report.

 

We will analyze your org and generate a report that broadly focuses on:

 

Health Check: An overall picture of the health of the org and what we would recommend.

 Security: A review of the security settings in place for your Salesforce org

 Data Quality: An analysis of the data for quality and consistency.

 Processes: Where we find opportunities for improvement in your processes.

 

Overall, our Salesforce Healthcheck Services includes a comprehensive review of-

 

  1. Salesforce org architecture and business process
  2. Code quality and best practices implementation
  3. Operating efficiency of the systems
  4. Salesforce integration with other enterprise systems
  5. New salesforce releases
  6. Data quality and data flow
  7. Reports & dashboards
  8. Customization, Automation & Scalability
  9. Other technical checks

 

Once we complete the report, we will also provide a summary for each area as well as recommendations for improvements. The report will also include an action plan with a list of tasks you should perform in order to address any issues found during this analysis.

How will this Salesforce health check help you?

Salesforce is one of the most powerful tools when it comes to CRM. Salesforce provides many useful features and functionality but sometimes it needs to be looked at by an expert to make sure that you are getting the most out of it. There are a number of things that can affect your Salesforce instance and hinder its performance such as;

 

  • Poorly configured objects
  • Poorly configured security settings
  • Lack of regular maintenance
  • Inefficient data processing
  • Integration Issues
  • Security vulnerabilities

 

In order to avoid these issues, AppShark offers an evaluation service that gives you an in-depth look at how your Salesforce instance is performing. By conducting an evaluation, we will help you identify any issues that your system may be experiencing and provide solutions for those issues that will make your system run more efficiently. This will help you get more from your Salesforce instance, drive automation and productivity and optimize your ROI.

 

Interested in our Offering?

Are you a growing business with a vision of transitioning to fast-track growth?

Reach out to us to know more about our product and what it can do for your business.
The right solution is just a click away.

Signs Your Salesforce Instance Needs A Health Check

Salesforce is a great CRM, but like everything else in this world, it has its limitations. And so once in a while, you will probably need to consider evaluating your Salesforce instance to see if there are any shortcomings that you would want to address.

 

So when would you know it’s time for an evaluation? Here are some guidelines we’ve learned to follow over the years:

 

  1. You’re not getting the results you want. This can be a tough one. If you aren’t seeing results from your efforts, it could be because you’re not properly using the tool. But if after taking some time and training, you still get the same results, then maybe it’s time to consider other options.
  2. You’re having performance issues. If your system is slow or even crashing regularly, then this is another indicator that it is time for an evaluation.
  3. You have outgrown the functionality of Salesforce. As your sales, marketing and customer service gets more complex, there will come a time when the existing Salesforce will no longer be able to support your needs. You would then enhance it with new capabilities.
  4. Your security requirements have changed. As your customer data grows and becomes more sensitive, there are higher expectations on how to secure that data and maintain compliance with regulations such as HIPAA and PCI DSS.

 

Interested in our Offering?

Are you a growing business with a vision of transitioning to fast-track growth?

Reach out to us to know more about our product and what it can do for your business.
The right solution is just a click away.