Salesforce Health Check
Get the most out of your Salesforce, uncover hidden potential, reduce costs, and boost your entire team’s performance
Salesforce Health Check
What are the reasons clients contact us the most often?
The system is not properly secured
There is a risk of data leakage or non-compliance with GDPR and other regulations.
Users did not accept the system
Users bypass the system or do not use it to its full potential due to poor user experience.
They do not have a clear vision for development
The lack of a system development strategy deprives them of opportunities offered by new features and innovations in Salesforce.
They do not use the full potential of the system
Only partial use of functionalities reduces the return on investment in Salesforce.
They did not align Salesforce with their strategy
The system settings do not reflect current business objectives and hinder the company’s effective growth.
The reasons for using Salesforce Check are clear
Improve data quality and reduce operating costs
Increase productivity and reduce the time spent completing tasks
Reduce licensing costs and increase your return on investment in Salesforce
Carvago
„Thanks to Salesforce for managing our key business processes, we have a unified system that supports the expansion of our business and allows for easy addition of new processes.“
Filip Malík
PRODUCT DIRECTOR
DPD
„One of the biggest advantages was the creation of pipeline management and the overall tracking of business activity development.“
David Žežulka
SALES & MARKETING DIRECTOR
Carvago
„Thanks to Salesforce for managing our key business processes, we have a unified system that supports the expansion of our business and allows for easy addition of new processes.“
Filip Malík
PRODUCT DIRECTOR
DPD
„One of the biggest advantages was the creation of pipeline management and the overall tracking of business activity development.“
David Žežulka
SALES & MARKETING DIRECTOR
Benefits of Salesforce Health Check
Maximize your return on investment
Get an overview of whether you are using Salesforce to its full potential and discover untapped potential that will bring you greater value for your investment.
Streamline your processes
Identify unnecessary manual tasks and automate repetitive steps to increase productivity and speed up task completion.
Improve your data quality
Ensure you are working with consistent and reliable data that supports sound decision-making across the company.
Secure your system and comply with regulations
Check your access, permission, and data protection settings to prevent security incidents and comply with GDPR and other regulations.
Increase adoption and user satisfaction
Improve the user experience, provide targeted training and support so that users accept and actively use the system.
Connect Salesforce effectively with other systems
Eliminate manual data transfers and errors caused by insufficient integration. Ensure a smooth flow of information between systems.
Prepare for growth and ensure system performance
Identify technical limitations and optimize Salesforce performance to ensure the system is ready for your business’s future growth.
Get tailored recommendations
Don’t adapt to the system; let the system adapt to you. Take advantage of recommendations based on your specific environment and goals.
Align the system with your business strategy
Ensure that Salesforce configurations and processes directly support your business vision and strategic priorities.
Salesforce Health Check
Effective processes are a key enabler of future growth and operational excellence
Salesforce Health Check
Obory, ve kterých využíváme maximálního potenciálu AI Automation
Salesforce Health Check
We most frequently implement the following products
Salesforce Health Check
Meet our specialized team
Lukáš Vavřín
Senior Business Consultant
Lucie Zachová
Head of People Hub
Consultation with the expert
Discuss your specific needs with our expert and learn more about our approach to projects.
Martin Havelka
Business Unit Leader
