Salesforce
Health Check

Inherited an established or legacy Salesforce environment? Unsure as to how to get the best out of what you have? Or looking to get a greater return from your Salesforce investment?

The Ziipline Salesforce Impact Health Check is the ideal starting point. Designed to provide a comprehensive evaluation of your Salesforce setup, identifying both tactical enhancements and strategic opportunities for improvement.

Salesforce Health Check Key Components

ALIGNMENT

Business Objectives
Engagement with your stakeholders to ensure Salesforce is in sync with your strategic vision.

KPI Alignment
Evaluation of your Salesforce metrics and KPIs to determine if they accurately reflect your business priorities.

User Adoption Analysis
We assess user engagement and adoption rates, understanding how your team is using the platform today.

ASSESSMENT

Best Practice Review
We analyse your Salesforce setup, customisations, integrations and configurations to ensure they align with best practices.

Data Management
We review data quality, security and governance.

Process Optimisation
Our team assess your workflows and automation, pinpointing opportunities to streamline processes and boost efficiency.

ACTION-PLAN

Immediate Improvements
We provide a list of tactical changes that can be implemented quickly to address pressing issues or bottlenecks. We then work with you to prioritise these in line with your business objectives.

Strategic Roadmap
Our report outlines a strategic roadmap, offering guidance on long-term enhancements to maximise Salesforce's contribution to your business goals.

Why Choose Ziipline for Your Salesforce Health Check?

  • Expertise: Our team comprises certified Salesforce consultants with extensive experience in optimising Salesforce for businesses across various industries.

  • Impact-Driven: We focus on delivering tangible results, helping you achieve higher ROI from your Salesforce investment.

  • Continuous Support: Beyond the initial health check, we offer ongoing support through our Customer Success team in implementing recommended changes and tracking their impact.

At Ziipline, our Salesforce Impact Health Check service is more than just an evaluation, it's a strategic partnership aimed at elevating your Salesforce environment to new heights. Rather than focusing on the minute technical detail, we start with the bigger picture, before narrowing down on some tactical changes and strategic opportunities to enhance your Salesforce environment. Let's work together to bridge the gap between your Salesforce setup and your business's strategic vision.