Businesses grow, people change, and processes evolve, and sometimes, the systems we have in place don’t keep up with it all.
If your Salesforce system is underused or misaligned with your business goals, then it might be time to do a health check.
We’ll highlight the gaps and opportunities to get the most out of Salesforce once again. 2 week turnaround.
We review your existing processes and identify opportunities to increase efficiency.
We look at your current setup and identify where configurations could be improved to better suit your needs.
We identify any issues that could expose your system or data.
We check if you’re making the most of all the features you're already paying for.
A 1 - 2 hour session with a Simpala consultant to understand the status quo in your business — personnel, processes, systems, goals and challenges. We want to know what’s frustrating you with Salesforce, what’s broken and any ‘art of the possible’ ideas you have for your set-up.
Once we have access to your system (we’re happy to sign NDAs where needed), we’ll analyse your existing system architecture against your ‘ideal situation’. We’ll identify issues, gaps, quick wins and any long-term improvements you can plan for.
You’ll receive a clear, actionable report. It will include a summary of our findings, short- and medium-term ‘wins’ for your business and quick fixes you can handle yourself. Plus, complimentary Simpala consulting time to get started (subject to availability).
Areas needing immediate attention to protect your system and your data.
Feedback on how your setup compares to others in your industry.
Specific recommendations to maximise the value you're getting from Salesforce.
A prioritised timeline to implement our recommendations, so it’s clear what to do next.