Salesforce CRM Health Check
The 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.
Milestones
Here are the key activities and steps in your project:
- Kick-off Meeting (30 mins)
- Discovery Meeting (1 hr)
- Playback Meeting (1 hr)
Scope
Workshops (up to 8 hrs) On-site or Remote* Salesforce CRM Health Check PDF Salesforce CRM Technical Review Salesforce Optimizer Report Review Salesforce Security Health Check Current and Future CX Architecture Findings & Recommendations Prioritised Roadmap Miro Virtual Whiteboard PDF
General Exclusions
These exclusions apply to all Health Check packages available on this website:
- Weekends and Australian National Public Holidays not supported
- Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
- General Salesforce product training
- Project Management and coordination of internal client stakeholders and 3rd parties
- Business process documentation or training documentation outside of those explicitly listed in Inclusions
- Change management and internal communications
- Salesforce application support / case management
- Data cleansing, deduplication, enrichment or reformatting
What’s not included?
No Playbook or process documentation creation No fixes, build or configuration of software, content or media No ongoing support, advice or hours outside the health check Limited to 2x Revisions Excludes change management and internal communications Travel expenses, Consultant travel time is billable Configuration or development to the existing Salesforce environment. This package is for ONE ORG only Doesn’t include any other related licenses e.g. Experience Cloud, Chatbot, Pardot or any other products outside base Sales and Service Cloud Enterprise Edition. Doesn’t include review of ISV’s or applications installed
1. Introductory meeting
It’s important that we say hello before we start this new partnership.
In this first meeting we will confirm your order and ensure eligibility criteria are met. If for any reason we cannot continue with the project or any portion, you will receive a full refund within 7 business days.
You will be assigned a Project Manager who will be responsible for your project success.
2. Kick-Off Meeting
The Project Manager will arrange a brief meeting to review the project, scope, and discuss next steps.
3. Complete the Prep Checklist
Before we can proceed, you must complete the Prep Checklist provided.
4. Discovery Meeting(s)
The Project Manager will arrange a Discovery Meeting with your key stakeholders, this is a typical Discovery Agenda:
- Introductions
- Goals & Objectives
- Current State (tech, people, process, automation, pain-points, requirements)
- Future State
- Roadmap
- Next Steps
After the meeting, our Advisors will work on your Health Check. While you are waiting we recommend you explore:
5. Playback Meeting
The Project Manager will arrange a Playback meeting to go through the Findings and Recommendations.
6. Final Handover Meeting
We will have a final Handover Meeting and discuss:
- Backlog
- Suggested Roadmap
- Effort estimate
7. Closure
Once we’ve finished the Health Check we will:
- Send you a NPS survey
- Ask you to sign a Project Closure Acceptance Certificate
- Complete a Customer Satisfaction Survey from Salesforce
Minimum Criteria
- Provide Admin license access 5 working days prior to Kick-Off
- Customer must complete Prep Checklist
Milestones
Here are the key activities and steps in your project:
- Kick-off Meeting (30 mins)
- Discovery Meeting (1 hr)
- Playback Meeting (1 hr)
Scope
Workshops (up to 8 hrs) On-site or Remote* Salesforce CRM Health Check PDF Salesforce CRM Technical Review Salesforce Optimizer Report Review Salesforce Security Health Check Current and Future CX Architecture Findings & Recommendations Prioritised Roadmap Miro Virtual Whiteboard PDF
General Exclusions
These exclusions apply to all Health Check packages available on this website:
- Weekends and Australian National Public Holidays not supported
- Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
- General Salesforce product training
- Project Management and coordination of internal client stakeholders and 3rd parties
- Business process documentation or training documentation outside of those explicitly listed in Inclusions
- Change management and internal communications
- Salesforce application support / case management
- Data cleansing, deduplication, enrichment or reformatting
What’s not included?
No Playbook or process documentation creation No fixes, build or configuration of software, content or media No ongoing support, advice or hours outside the health check Limited to 2x Revisions Excludes change management and internal communications Travel expenses, Consultant travel time is billable Configuration or development to the existing Salesforce environment. This package is for ONE ORG only Doesn’t include any other related licenses e.g. Experience Cloud, Chatbot, Pardot or any other products outside base Sales and Service Cloud Enterprise Edition. Doesn’t include review of ISV’s or applications installed
