If you feel that your Salesforce implementation is not giving you the desired return on investment Xenogenix can help. We can review your current Salesforce configuration, prepare a business process review, identify the areas that can be improved, prepare recommendations, provide a detailed proposal of how you can address the issues and the results you can expect and even make adjustments to the system there and then. We start off by:
- Creating an interactive map to define and document your existing operational processes
- Gaining an understanding of how you currently capture and use customer information
- Talking to users to identify their adoption issues and needs
- Identifying the gaps between your desired processes and your current Salesforce configuration
- Changing the design of your data model to align to the processes
- Exploring new Salesforce features and functionality you may not be exploiting
- Running system reports to identify how people have been using Salesforce
- Assess the integrity and usefulness of the information within Salesforce
After the audit we provide feedback or arrange an executive workshop to discuss the findings and agree a prioritised action plan to improve utilisation of Salesforce.
This will lead to a fixed price work plan to resolve current configuration issues and implement further applications to help you use the system more effectively.
Our Salesforce Optimisation services can increase both efficiency and the adoption of Salesforce within your business.