10 Signs You Need a Salesforce Health Check Assessment
Traffic recovery into content optimisation
Traffic recovery into content optimisation
Salesforce is a powerful tool for managing customer relationships. However, like any other complex system, it requires maintenance to make sure it’s performing optimally. Just like a regular medical checkup, a Salesforce Org Health-check Assessment is a comprehensive review of your system’s overall health. In this article, we will explore ten signs that indicate your Salesforce Org needs one.
There are many Salesforce products available on the market, offering a range of tools and features. With Salesforce’s AI-driven insights and seamless integration across sales, service, and marketing, businesses can work smarter, increase efficiency, and deliver the personalised experiences that customers now expect. Whether you’re using Sales Cloud, Service Cloud or Marketing Cloud, you need to evaluate the system every once in a while to make sure it’s functioning optimally.
This is where the Salesforce Health Check Assessment comes into play. To put it simply, the assessment is a review of your current system, it identifies performance issues, underutilised features, data quality issues and much more. The end result? A programme roadmap for delivering any identified opportunities to maximise your return on investment.
If you’re unsure if you’re getting the most out of your Salesforce Org, we have compiled a list of the top 10 signs to identify the right time to get a Salesforce Health Check Assessment:
Experiencing slow load times or frequent system crashes can drastically reduce productivity and frustrate users. In fact, a study found that a 100-millisecond delay in website load time can reduce conversion rates by 7%. The same principle applies to your Salesforce platform—when performance issues occur, you risk losing valuable time and business. A Health Check Assessment can identify the causes of slow performance and provide solutions to ensure your system runs smoothly.
Low user engagement is a red flag that your Salesforce system isn’t meeting the needs of your team. According to research, CRM implementations fail up to 50% of the time due to low user CRM adoption. This is often caused by poor user training or overly complex system configurations. If your employees aren’t using Salesforce to its full potential, your investment is going to waste. A Health Check Assessment can reveal the root causes of low adoption and offer strategies to improve engagement.
Poor data quality can cripple your decision-making processes. Research found that 47% of newly created data records have at least one critical error. Missing, incomplete, or inaccurate data leads to faulty analytics and misinformed business decisions. A Salesforce Health Check Assessment will examine your data quality, helping you implement best practices to maintain clean, accurate, and reliable data.
In today’s business environment, data breaches and unauthorised access can have devastating consequences. According to recent studies, the average cost of a data breach in 2023 was $4.45 million. If your Salesforce system has gaps in user permissions or vulnerabilities that allow unauthorised access, your sensitive business data is at risk. A Health Check Assessment will identify and address security vulnerabilities, ensuring your system complies with data protection regulations.
If you’re spending more on maintaining your Salesforce system than on driving business growth, it’s a sign that something is wrong. Salesforce’s flexibility can lead to over-customisation, which often results in high maintenance costs. Companies can actually save up to 40% on maintenance costs by optimising their CRM systems. A Health Check Assessment can uncover areas where your system is over-engineered and help streamline your operations, saving time and money.
Salesforce offers an extensive range of tools designed to improve productivity and streamline business processes, but many organisations fail to take full advantage of them. A recent Salesforce report found that 43% of CRM features go unused. If your team is not leveraging key features like automation or analytics, you’re missing out on opportunities to enhance efficiency. A Health Check Assessment will help you identify and unlock underutilised features to drive business growth.
Having broken or outdated features in your Salesforce system can frustrate both users and customers. Studies show that 67% of customers will abandon a website within seconds if they encounter something that doesn’t work. The same frustration occurs when internal systems like Salesforce have broken features that slow down processes. A Health Check Assessment will identify non-functioning or outdated features and offer recommendations to get them back on track, preventing operational disruption.
Overreliance on manual workarounds is a clear sign that your Salesforce system isn’t operating efficiently. A study revealed that companies who embrace automation see a 30% reduction in operational costs. If your team is frequently using external tools or manual processes to accomplish tasks that should be automated, it’s time to reassess your system’s capabilities. A Health Check Assessment can identify opportunities for automation, saving time and reducing human error.
Overly complex or ineffective customisations can complicate your Salesforce system and lead to poor performance. It has been reported that 75% of CRM implementation failures are due to excessive complexity. Customisations that don’t align with your business goals or aren’t functioning as expected can hinder productivity. A Health Check Assessment will evaluate your system’s customisations and ensure they are effective and aligned with your business objectives.
Without a clear strategy for managing and improving your Salesforce system, your organisation is likely missing out on growth opportunities. According to Salesforce, 79% of top-performing companies have a long-term CRM strategy in place. If your Salesforce org lacks a roadmap for future enhancements, you risk falling behind competitors who are continually optimising their systems. A Health Check Assessment will provide you with a strategic plan to ensure your Salesforce platform supports your long-term goals.
Identifying and addressing these issues early is critical for the long-term success of your Salesforce platform. Neglecting these signs can lead to higher costs, lower productivity, and missed business opportunities. Conducting a Salesforce Health Check Assessment ensures that your system is running at peak efficiency, helping you drive revenue, reduce operational costs, and stay competitive in your industry.
Read more on the benefits of conducting a Salesforce Health Check Assessment.
By proactively addressing these challenges, you can secure the full value of your Salesforce investment and ensure sustained business growth.
Nobody knows your organisation better than you do. And although the benefits of using Salesforce CRM are extensive, investing in new systems and services takes a lot of consideration. We’re Unify, a global Salesforce Agency, that works closely with ambitious, customer-centric organisations worldwide. We offer expert advice to drive digital transformation, optimise customer experiences, and achieve operational excellence.
For a detailed consultation and to learn how Salesforce can benefit your organisation, contact Unify Data & Analytics today.
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.1″ _module_preset=”default” custom_padding=”11px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” custom_margin=”-5px|auto|-5px|auto|true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”]Anglia Ruskin University saw a 30% steep decline in organic traffic year-on-year which was gathering momentum and showing no sign of slowing down. They reached out to Sagittarius to halt this decline, driving recovery and, ultimately, growth in this important channel.
Technical audit: a technical audit of the site revealed an array of issues; combined, these issues were harming the visibility of the site in organic search. The technical issues were promptly specified and Sagittarius worked closely with ARU and their development team to implement solutions and monitor subsequent impact.
The next challenge was ensuring the website continued to grow and reach a larger audience within the ever-competitive education sector.
Tracking and analysis: Sagittarius worked closely with Anglia Ruskin University to deeply understand their business and marketing objectives and configure tracking through Google Analytics and Tag Manager that allowed them greater visibility of their channel marketing and website performance in conjunction with these.
Keyword strategy and content optimisation: High-value courses were identified as a focus area for growth, including courses that had seen reductions in organic traffic year-on-year that were a contributing factor to declining volumes. In-depth keyword research mapped against the current content on-site provided a strategic focus for progressive optimisation and Sagittarius worked collaboratively with ARU to identify and fill content gaps whilst improving existing content to better serve the intent of their users.
All outputs from course selection, search intent, and strategy to update landing pages allowed us to present an extensive list of pages that was woven into a content optimisation roadmap.
Campaigns: The core of our work has been supplemented with strategic campaigns that tie in with key calendar events, such as Clearing, to build ARU’s authority on important topics and provide opportunities to target and build quality links to the site.
Our approach immediately kick-started growth
Including both high value and year-on-year declining courses acted as a double-edged sword. We were able to halt the decline in organic traffic and use the content optimisation roadmap to gain further momentum. This saw us overcome our second challenge in continuing to grow ARU’s authority online, reaching a larger audience within the ever-competitive education sector, and ultimately fuelling growth in applicants.
Anglia Ruskin University (ARU) is a long-standing client of Sagittarius’. The university began life as an art school in 1858; today it has campuses in Cambridge, Chelmsford, Peterborough and London, and specialises in the fields of health and social care, computing and technology, engineering, law, business, economics and life sciences.
Implement a strong digital strategy to increase traffic and drive higher conversion rates