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Salesforce Health check

  • Get more out of your Salesforce Clouds

  • Increase efficiency in sales, service and marketing

  • Optimize instead of manage – start now

Activate the power of your sales, service, and marketing cloud now!

The Salesforce platform is a powerful and reliable tool for your most important business processes. New features and functions are constantly being added to increase your efficiency. At the same time, the demands on sales, service, and marketing are constantly evolving.

To help you keep pace with these changes and ensure stable operations, we offer a range of tailored services. This helps you get the most out of your clouds, optimize processes, and increase your productivity.

Now is the perfect time to tackle long-postponed tasks like “cleaning up,” “reviewing,” and “improving” – and make your Salesforce Clouds fit for future challenges.

We would be happy to accompany you on your first steps on this journey!

Our “check-up” offers are perfect if you see a need for action in your Salesforce environment.

  • If you have been using Salesforce for some time.

  • If you're wondering if you're getting the most out of Salesforce.

  • If you want to effectively incorporate new tools and options into your processes.

  • If you want to modernize your user interface from Classic to Lightning.

  • If you want to make permission management in Salesforce more efficient.

  • If you want to perform a data quality check.

  • If you want to get rid of old data and items that are no longer needed.

  • If you want to maximize the performance of your Salesforce solution.

Unsere „Check-up“-Angebote für Sie

Whether it's a free expert consultation, a thorough health check, or switching to Lightning – together we can get more out of your Salesforce Clouds.

One hour. One expert. Your questions

Together we analyze what lies beneath the surface.

The Salesforce HealthCheck

Analysis of your existing Salesforce org

  • Non-binding, one-hour virtual tour of your Salesforce org

  • Expert view of your Salesforce Cloud – free of charge

  • Together we identify and evaluate neuralgic points in your processes and systems.

  • Our experts are available to answer your specific questions.

  • Thorough analysis of your Salesforce cloud

  • Analysis of authorizations, data structure, processes, templates, objects and much more.

  • Transparent presentation and complete documentation of the analysis results

  • Handover & discussion of our recommendations in a full-day workshop

Lightning Readiness

Is your Sales Cloud still running on Salesforce Classic?

  • Assessing your organization's readiness for the transition to Lightning

  • Specific need for adaptation identified

  • Prioritized action recommendations

  • Estimate and plan project effort

  • Develop a rollout timeline for Lightning

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