Solutions for existing Salesforce systems

Health Check

Health Check at a glance

Better performance? Salesfive Health Check!

In order to exploit the limitless potential of Salesforce functions, continuous maintenance of your system is recommended.

With the Salesfive Health Check you can check the functions of your CRM system in a time-saving way and expand them sustainably. In a detailed analysis, we identify quick wins, development potential, challenges and recommendations for action for you.

Health Check Process

Efficiently reaching the goal.

Analysis coverage

Going through its paces

Project Recovery

We steer your project back on track.

According to the Project Management Institute, today about 30% of projects fail to meet all project objectives. If your Salesforce implementation expectations have not been met, we are here to help.

Limitations analysis

Analysis of data sets
Testing of all functions
Testing of all automations
Identification of limitations

Optimization
of the processes

Analysis of processes between integrated systems
Review of data architecture
Process analysis
Process consulting

Restoration of data purity

Security Check
Cleaning of unused data sets
Data structure analysis

Start the digital transformation.

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References

This is how we have already been able to help other customers

bestsmile

From the very first second, bestsmile has relied on Salesforce’s scalable and flexible solutions. The digitization of the customer journey and precise analytics supported the enormous growth of bestsmile.

Cloud used:

Sales Cloud

Read the entire success story here

EDGE

Salesforce as a central address book and customer management system. The Sales Cloud as a bridge to marketing and opener for exciting customer insights.