What’s covered in a CRM (Salesforce) Review and Assessment

Salesforce (or any CRM) is an investment. But if it’s not implemented and adopted correctly, you’re wasting your time and money each month. The team at Forcify Consulting is dedicated to a phased approach to your implementation based on industry best practices and an assessment of your immediate and longer term goals to drive more value now–not later.

Make the improvements necessary that will increase adoption and increase your return on investment. We’ll review your Salesforce instance and business goals and look for ways to drive revenue, improve productivity and reduce costs.

Here’s just some of what we’ll look at:

1. Licenses: type, utilization, future need
2. User Interface: page layouts of fields and related lists
3. Leads object: integration with email marketing web to lead
4. Contacts and Accounts Objects
5. Opportunities: what are some of the key metrics you need to capture
6. Custom Objects for your unique needs
7. Reports
8. Dashboards
9. Security Concerns
10. Underutilized Features
11. Clean Up
12. Installed Packages
13. Training and Support Needs
14. Adoption
15. Special Notes and Considerations e.g. what applications are you looking to integrate now or in the future