Salesforce Health Check & Rescue AssessmentMatthew Bennett
Salesforce isn't delivering what you expected—but the answer isn't always more configuration.
I help organizations determine what's actually wrong before they spend more time and money fixing the wrong things.
This assessment examines your Salesforce environment alongside the business processes it supports. I'll work with key stakeholders and users to identify where problems originate: process and training gaps, data quality, automation, configuration, integrations, technical debt, or capabilities Salesforce simply isn't being used effectively to provide.
Typical assessment areas include:
Business processes and user pain points
Salesforce configuration and architecture
Flow and automation
Data quality, migration, and governance
Sales Cloud and Service Cloud processes
Integrations and supporting tools
Reporting and visibility
Backlog and enhancement requests
You'll receive a practical, prioritized roadmap identifying what should be fixed, what should be simplified, what doesn't need fixing at all, and what to tackle first.
If it makes sense, I can stay on to help implement the roadmap hands-on—without requiring a large consulting team.
Contact for pricing
Duration1 week
Tags
CRM
CRM Strategy
Salesforce
Business Analyst
Business Owner
Sales Manager
Business Process
Data Migration
Service provided by
Matthew Bennett Bothell, USA
Salesforce Health Check & Rescue AssessmentMatthew Bennett
Contact for pricing
Duration1 week
Tags
CRM
CRM Strategy
Salesforce
Business Analyst
Business Owner
Sales Manager
Business Process
Data Migration
Salesforce isn't delivering what you expected—but the answer isn't always more configuration.
I help organizations determine what's actually wrong before they spend more time and money fixing the wrong things.
This assessment examines your Salesforce environment alongside the business processes it supports. I'll work with key stakeholders and users to identify where problems originate: process and training gaps, data quality, automation, configuration, integrations, technical debt, or capabilities Salesforce simply isn't being used effectively to provide.
Typical assessment areas include:
Business processes and user pain points
Salesforce configuration and architecture
Flow and automation
Data quality, migration, and governance
Sales Cloud and Service Cloud processes
Integrations and supporting tools
Reporting and visibility
Backlog and enhancement requests
You'll receive a practical, prioritized roadmap identifying what should be fixed, what should be simplified, what doesn't need fixing at all, and what to tackle first.
If it makes sense, I can stay on to help implement the roadmap hands-on—without requiring a large consulting team.
Contact for pricing