Get the Most Out of Your Salesforce Investment with a Health Check

January 16, 2023


Just like you need to undergo regular checkups to ensure you stay in the pink of health, it is also important to inspect your Salesforce instance on a regular basis via a Health Check. This ensures that your business processes stay consistent and you stay abreast with industry standards.

What is a Health Check?

AFDigital offers two types of Health Checks - Salesforce CRM Health Check and Marketing Cloud Health Check.

A Salesforce CRM Health Check will take a look at your current Salesforce CRM including both Sales Cloud and Service Cloud, and make comprehensive recommendations on how this can be improved. A health check for Salesforce is just like a personal health check; we will make sure that you are running at an optimised level.

Meanwhile, the Salesforce Marketing Cloud Health Check will take a look at your current Marketing Cloud environment including integrations, automation, templates, journeys, teams, and processes, and make comprehensive and prioritised recommendations on how you can get more value from Salesforce Marketing Cloud.

Why Get a Salesforce Health Check

Salesforce Health Check is an important process that helps businesses with Salesforce ensure that their environments are running optimally. It is a comprehensive assessment of the current state of a company’s Salesforce implementation. It can help identify areas that need improvement and areas where the company can maximise its investment.

By getting a Salesforce Health Check, businesses can ensure that their Salesforce environments are configured correctly, data is clean and accurate, and that users are trained and utilizing the system to its full potential. Additionally, a Health Check can help identify potential roadblocks and scalability issues and opportunities for automation and process improvement. This can help companies to make the most of their Salesforce investment and achieve their desired business outcomes.

Additionally, with the help of a Health Check, businesses can better understand the strengths and weaknesses of their Salesforce environment, which can help them make more informed decisions about future upgrades and enhancements.

If you’re interested in learning more about how a health check can benefit your business, or if you’re ready to schedule a meeting to discuss your Salesforce and Marketing Cloud investment, please don’t hesitate to reach out. Our team of experts is here to help you take your business to the next level. Contact us today and let’s discuss how we can help you unlock the full potential of your Salesforce and Marketing Cloud investment.

Ready to check the health of your Salesforce environment?

Click here to get a Salesforce CRM Health Check
Click here to get a Marketing Cloud Health Check

Contact us today and let’s discuss how we can help you unlock the full potential of your Salesforce investment!

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