People and process
How the team works, where adoption is difficult and which activities happen outside Salesforce.
Salesforce health check
Understand what needs attention before committing to a rebuild.
If Salesforce feels difficult to use or the numbers are hard to trust, a structured review can help establish the cause. We look at the business process and platform together.
Book a free introductionWhat the review can cover
Data and reporting
How key records are created and maintained, where duplicates or gaps occur and whether reports answer the business questions.
Configuration and connections
The automations, permissions and integrations that support the process, including dependencies and known issues.
A shared view of the priorities.
We agree the scope and access before starting. The findings set out what we reviewed, the issues identified, their business impact and the recommended next steps.
The aim is to help you make a decision. Some issues may need a targeted fix, others may need process mapping or a larger piece of work.
The introduction and the review are different steps.
The free 30-minute call helps us understand your concerns and whether we can help. A detailed health check is a separately scoped piece of work, with deliverables and costs agreed before it begins.
Start with a conversation
Let's talk through your business.
Book a free 30-minute call. We'll talk through what's getting in the way, where we can help, and how we can work together to move things forward.