Salesforce System Review and ConsultingMake sure you are following best practices and leveraging Salesforce to its fullest with a Configuration System Review and Consulting.
The review session will:
- Review your standard setup
- Address features that are in use (or not is use)
- Review installed packages
- Audit the security model (sharing settings, profiles, and roles)
- Check out your data storage
- Offer a summary report of findings and recommendations
If you already feel like you have a handle on Salesforce, and know where your ‘problem areas’ are, we can help you with that too.
We offer deep-dive analysis, guidance and implementation on:
- Reports and Dashboards
- Activity Reporting and Scorecarding
- Campaigns and Forecasting
- Sales Process, Quoting and Workflow Automation
- Data Clean-Up and Custom Objects
- Security Management
- +More
0 Comments