The main purpose behind conducting a Salesforce Health Check Assessment is identifying inefficiencies in your Salesforce Org and getting actionable recommendations on how to eliminate them, but how would this benefit your organisation?
As your organisation grows, your systems can become overloaded with irrelevant, inaccurate or outdated data as well as redundant workflows. This overload results in very slow load times and reduce the overall effectiveness of your Salesforce Org.
The assessment will pinpoint any areas where performance is lagging. After initial identification, you’ll get actionable recommendations that will not only improve the speed of your system but will enhance satisfaction and productivity for users as well.
When using new systems, organisation often struggle with low CRM adoption rates. Although common in early stages, if this doesn’t improve over time it can indicate poor system configuration.
The Salesforce Health Check Assessment can provide insights into user behaviour. When you understand how your team is interacting with the system, you can quickly identify which features are being underutilised or misused. Moreover, it will uncover any areas that need process automations, simplified workflows or customised interfaces. As a result, your team will be able to make the most of your Salesforce Org and your ROI will skyrocket.
Data quality can degrade over time. This can happen with any systems, not just your CRM, and although this is natural, it can lead to costly errors in decision-making over time. Issues in data entry processes and validation rules can also risk the integrity of your Salesforce system. The assessment includes a thorough review of your existing data to ensure you avoid these issues.
It identifies duplicate records, incomplete information, inconsistent data entry practices and outdated information. By addressing this problem, you can ensure your database is accurate and up-to-date. It also provides actionable recommendations on data privacy management. This ultimately leads to better business outcomes as a direct result of cleaner data and higher data quality.
As your organisation grows, your systems need to grow with it to ensure goal alignment. What does that mean? The initial configurations of your Salesforce systems could reflect goals that you’ve already achieved or include processes that are no longer relevant to your current objectives.
By conducting a health check, you can get insights into how well your other systems are integrated with Salesforce. It will pinpoint workflows that need reconfiguration, identify any addition tools or features that can be useful in achieving a cohesive ecosystem. It also aids in the development of a robust data integration strategy to centralise information and maintain data accuracy. This way, you ensure that your Salesforce system reflects and supports your current strategic initiatives to avoid any hindrance to growth.
If security is not a top priority within your organisation, it needs to be put on top of the list, especially if you deal with sensitive customer data. The Health Check reviews your Salesforce system’s current security settings and identifies areas that may vulnerable and need to be improved.
As security practices have been continuously evolving to reduce the risk of data breaches, this is especially helpful to organisations that have been using Salesforce for a long time. Not only will it help you identify faults in your current system setup, it will also identify gaps in your current policies that require tweaking to safeguard important data.
When it comes to scalability, taking a proactive approach is your best friend. Adopting a forward-thinking approach will save you time, money, and effort in the future. Instead of facing disruptions during periods of rapid business growth when you should be focused on delivery, the Salesforce Health Check Assessment helps you anticipate future needs.
Conducting a Health Check Assessment helps you avoid system slowdowns or data overload in the future. By ensuring your platform is equipped to handle increased demand, such as a higher volume of leads or an increase in incoming inquires, you avoid having to sacrifice performance quality in the future.
Still not sure if you require one? See 10 Signs you need a Salesforce Health Check Assessment
Whether it’s improving sales, operations or customer satisfaction levels, organisations need to have a clear goal before implementing any new tool. Clearly defining what you are looking to achieve is essential, it serves as your guide to choosing the right tools.
There are many advantages to using Salesforce, however, implementation without a proper background on the platform may be complex. Lack of knowledge leaves room for error during this process. This may cause inefficiencies due to missed opportunities, resulting in wasted resources. The basics are doable, but if you’re looking to fully capitalise on the features available, it’s best to hire a Salesforce consultant.
What is a Salesforce consultant? Salesforce consultants are qualified professionals who help businesses implement, customise, and optimise the platform to meet their unique needs. Aim for a trusted Salesforce partner, and look for those that follow a hands-on approach and provide ongoing support.
We understand this may not be the case for all organisation, specially those who have been using Salesforce for a while. In such cases, regularly conducting a Salesforce Health Check Assessment ensures that your system continues to evolve alongside your business, delivering maximum value and supporting your strategic initiatives. Whether you’re looking to improve efficiency, increase customer satisfaction, or stay ahead of the competition, a Health Check provides the insights and recommendations needed to achieve your goals.
Salesforce for Your Organisation
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.
