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We identify weaknesses and opportunities for improvement to take your system to the next level and ensure maximum efficiency.
Our Health Check is a comprehensive analysis of your existing Salesforce system. We evaluate the efficiency, processes, and performance of your CRM, identifying hidden optimization opportunities. Whether you’re facing slow workflows, low user adoption, or lack of integration, our Health Check provides you with clear recommendations for improvement.
Identify inefficiencies and bottlenecks in your CRM processes.
Learn how to enhance your CRM usage and achieve long-term cost savings.
Unlock the full potential of your Salesforce system.
We conduct interviews with your employees—both operational users and management. The goal is to gain a deep understanding of the system's daily use, identify potential issues, and uncover needs, such as dashboard requirements or overall user satisfaction.
Based on the insights gained from the interviews and a comprehensive analysis of your existing system, we create a detailed overview of the "health status" of your IT instance.
You will receive specific action recommendations and optimization opportunities from us to help make your system more efficient and secure.
Based on the report, we will discuss the next steps. You can decide whether to engage us for implementing the recommended actions—completely obligation-free.
A well-functioning CRM system is the backbone of a successful business. It collects, stores, and manages critical customer data that drives business success. However, like any technical system, bottlenecks, security vulnerabilities, or outdated processes can emerge over time. Our Health Check is designed to identify these weaknesses early on, before they limit the potential of your CRM system.
Inconsistent or faulty data can compromise your decision-making processes.
Are there areas where your CRM workflows are slowing down productivity? We help identify and resolve these bottlenecks.
Many companies fail to fully utilize the Salesforce features they’re already paying for. We highlight underutilized tools and show you how to optimize them for maximum value.
We ensure your system is protected against potential security risks by identifying vulnerabilities in your CRM structure.
After our Health Check provides you with an overview of optimization opportunities, we don’t leave you on your own. We offer various options to successfully implement the suggested improvements. You can take advantage of our CRM consulting and implementation services, where we guide you through the targeted customization and advancement of your CRM system—from strategy development to technical implementation.
Let’s discuss how Impact Implementations can help transform your business and unlock its full potential. Together, we’ll make a difference.
A Health Check is essential for businesses of all sizes to ensure their CRM processes run smoothly and efficiently. It’s recommended to review the system every few years to confirm it remains aligned with current business needs. This helps ensure your CRM system is used effectively, and potential improvements or adjustments can be identified and implemented early.
Involving an external partner makes sense because they can assess your system more impartially and objectively. Additionally, you benefit from our industry-specific expertise and the ongoing professional development of our team members.
The cost of a Health Check depends on your specific requirements and the complexity of your system. To provide you with a clear understanding, we offer an initial, no-obligation consultation to discuss your needs and goals. Based on this, we create a customized proposal tailored to your business, ensuring full transparency.
After a Health Check, you will receive a detailed report providing a clear overview of your CRM system’s current state. This includes identifying weaknesses, recommendations for more efficient processes, insights into underutilized features, and suggestions for improving system performance. You will gain specific, actionable steps to help you optimize your CRM and ensure long-term success.
The Health Check goes beyond a standard CRM analysis. It focuses on a comprehensive evaluation of the efficiency, processes, and performance of your entire CRM system. The emphasis is not only on identifying issues but also on uncovering hidden opportunities and providing actionable, tailored recommendations that can be implemented immediately.
