Salesforce Org Assessment
Nigel Long
(0)
Starting at
$
10
About this service
Summary
A health check on your org to ensure you are in a good position to make the most of your Salesforce environment. As this is an assessment, it is a nominal amount and you will have a list of prioritized next steps for whomever you feel is fit to carry out those items.
Process
Initial conversation
Inspection of org
Review of top items of concern and next steps
What's included
Initial Consultation
15-30 minute call to establish the following: ~Objects of high impact ~Current automation configuration ~Any current pain points
Automation Assessment
A document of opportunities for improvement involving the automation This will follow best practices and reduce latency, data errors, and allow the system to scale.
Data Assessment
Identify objects and fields that could use improvement, remove redundancy, and improve the user interface to reduce clicks and let employees do more of their important work
Duration
1 week
Skills and tools
Business Analyst
Business Consultant
Business Strategist
Salesforce
Industries
Sales Automation
Cloud Data Services
Work with me