Process and System Optimization

We offer Salesforce Optimization services designed to ensure you receive optimal value from your investment.
Make the most of your investment by utilizing the full potential of Salesforce to better evaluate your success.
Here are the services we can deploy during the audit which will help optimize Salesforce within your organization:

  • We create an interactive map to define and document your existing business processes.
  • Gain an understanding of how you currently capture and use customer information.
  • Talk to users to identify their adoption issues and needs.
  • Identify the gaps between your desired processes and your current Salesforce configuration.
  • Change the design of your data model to align to the processes and make it scalable for future growth.
  • Explore new Salesforce features and functionality you may not be exploiting.
  • Run system reports to identify how users have been using Salesforce.