Salesforce Healthcheck

Your all-encompassing Salesforce Health Check with APRACOR

Would you like to maximize the benefits of your Salesforce system? We thoroughly assess your Salesforce solution to identify opportunities for quick wins, development potential, challenges, and actionable recommendations.

Request Health Check now

Our Health check process

Salesforce Health Check with APRACOR

Your company has successfully implemented Salesforce, allowing you to gain a 360-degree view of your operations and acquire new customers.

However, despite these initial achievements, you may still have some concerns. Perhaps your expectations don't align with what your provider delivered, or you're facing technical challenges that seem insurmountable. These issues can be frustrating, not only for you but also for your employees who rely on the system daily.

The good news is that we have a solution.

APRACOR offers a comprehensive analysis of your Salesforce system, followed by a thorough evaluation. This evaluation includes valuable recommendations for improvement, all at a standardized, fixed price.

Why is a Salesforce Health Check important?

The Salesforce Health Check with APRACOR offers a comprehensive analysis of your Salesforce system, ensuring it aligns seamlessly with your business goals.

Here's how we do it:

Expert Evaluation
Our certified Salesforce team, equipped with technical prowess, conducts a thorough examination of your system implementation.
Expert Guidance
APRACOR is your go-to resource for answering questions about further developments and new features.
Client-Centered Approach
We prioritize your preferences and seamlessly integrate them with contemporary best practices.
Current System Assessment
We meticulously assess your system's current state to identify strengths and areas for improvement.
Security Emphasis
Our competent security health check identifies potential vulnerabilities, providing you with precise recommendations for action.
Business Model Alignment
Our experts are specially trained to align your Salesforce system with your unique business model, ensuring optimal performance and results.

You can count on us to transform your Salesforce system into a powerful asset tailored to your specific needs.

The Security Health Check at APRACOR

Technical analysis & optimization

Our Salesforce Health Check begins as follows: Our certified Salesforce experts commence with an analysis of your business model and the Salesforce processes already implemented in your company. Subsequently, our experts show how the Salesforce system could be further optimized to better support your business model.

Technical Analysis

In addition to the technical analysis and optimization approaches, Salesforce analysis is also included in our APRACOR Health Check. As part of the technical analysis of your system, we scrutinize various aspects:

The specific technical implementation
Salesforce licensing
User Interface
Security aspects (including MFA, roles & permissions models, sharing)
Data model
Automations
Salesforce feature usage

Final Documentation & Continued Utilization

Following this, you will receive a Health Check Report summarizing the analyses conducted, which our certified Salesforce experts will review with you. This step helps determine the next steps for further utilization or development of Salesforce.

Results & Recommendations

After a comprehensive health check of your system by APRACOR, implementation can commence. This includes numerous small quick wins that you can implement independently and easily, as well as more intricate suggestions such as implementations or module introductions. Our Salesforce experts are at your disposal and ready to assist, even in future implementation projects with APRACOR.

The Health Score

The Health Score provides you with a quick overview of the state of your Salesforce system. Using a formula, a value between 0 and 100 is calculated. It is divided into three areas: the technical system status, user-friendliness, and potential. Your score is determined by your points:

90% and above = Excellent
80% - 89% = Very Good
70% - 79% = Good
55% - 69% = Poor
54% and below = Very Poor

Depending on your score, we can consult you on the next steps.

Sales Cloud
Service Cloud
Marketing Cloud
Pardot
B2B Commerce
Tableau/Analytics

Why Sales Cloud?

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The Salesforce Sales Cloud is an intelligent sales tool: The Sales Cloud enables efficient customer acquisition, modern lead and opportunity management, flexible quotation creation, and long-term customer retention. Find out more about the Sales Cloud!

Why Service Cloud?

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Customer relationship also means customer service: The Service Cloud helps you as an omni-channel service solution to centrally access customer information and supports service on all channels. This way, you increase the quality and efficiency of your service. Learn more about Service Cloud

Why Marketing Cloud?

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Marketing automation for B2C with the Salesforce Marketing Cloud: Data-based & automated marketing increases the customer experience and creates better customer relationships. Find out more about the Marketing Cloud!

Why Pardot?

Salesforce Pardot is the marketing automation platform for B2B: Bring marketing & sales closer together - from campaign planning to implementation on one platform. Find out more about Pardot!

Why B2B Commerce?

More B2B sales for your company: With the Salesforce B2B Commerce Cloud you offer your customers a seamless self-service experience - CRM Experience also means E-Commerce Experience. Find out more about B2B Commerce!

Why Tableau/Analytics?

More than business intelligence: Make data-based decisions - from marketing analyses to the sales pipeline to sales evaluations. With Tableau you can significantly improve the quality of your analyses and business forecasts. Find out more about Tableau/Analytics!

Don't let challenges or missed opportunities hold you back!

Take the first step toward a more powerful Salesforce experience by scheduling your Health Check Call.
Contact us now and we will get back to you within 24 hours on working days.

Lukas-Kamm-round-250x250

Lukas Kamm
Business Development
kamm.lukas@sunzinet.com
+43 512 32 74 86 21

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