Salesforce Technical Tune-up
It starts with an in-depth analysis of your organization’s business processes, workflow, Salesforce goals and team adoption.
INITIAL APPLICATION REVIEW:
- Review of business processes and Salesforce implementation.
- Review of data requirements, data models, and classes.
- Review of security requirements, level of access, and permissions.
DETAILED APPLICATION ANALYSIS:
- Analysis and review of Salesforce application design and architecture.
- Analysis and review of the application’s screens, including inputs and outputs.
- Conduct review of custom code for adherence to Salesforce standards.
- Review third party applications, connectivity and permissions.
- Match user licenses to application functionality and business needs.
- Conduct Security Check and review results.
- Review peak usage situations, including high demand periods and scalability issues.
- Application Optimization Plan with suggested object, code, screen and process improvements.
- Application Security Optimization Checklist with review of data access, changes to sharing and permissions.
- Application Licensing Plan with review of levels of licensing, changes to licensing, and savings benefits.
Our Process is Simple & Consistent:
Salesforce is considered by many to be the leading CRM system available. This complex piece of software is able to streamline your business.
- We get to know you, your business challenges, and your goals.
- We identify opportunities for improvement.
- We help you craft your requirements.
- We provide detailed, honest estimates we can stand by.
- We get to work — balancing efficiency, quality and your timelines.
- We partner with you to keep you informed and engaged.
- We deliver your solution on time and on budget.
- We are here for you beyond “go live.”