Salesforce Health Check
Understand what’s working, what needs attention and where to focus your next improvements.
Get a clearer picture of your Salesforce setup
Reports need checking before anyone trusts them. Users keep separate spreadsheets. A process that once worked well now involves several manual steps.
These frustrations can have different causes, and it isn’t always obvious which change will help.
A Xenogenix Salesforce Health Check reviews your existing setup alongside the way your teams use it. We investigate the agreed areas of concern, discuss the findings with you and recommend practical priorities.
It gives you a clearer basis for deciding what to fix, what to investigate further and what can wait.
Where could your Salesforce setup need attention?
Data quality and reporting
Duplicate records, missing information and inconsistent definitions can make reports difficult to trust. We review the issues affecting how your team uses its data.
Processes and automation
Manual work, overlapping automation and unclear handovers can slow everyday tasks. We examine the configuration behind the processes included in the review.
Permissions and access
Users may have access they no longer need, or struggle to reach information required for their role. We review relevant access arrangements and identify questions requiring attention.
Integrations and data movement
Missing updates and repeated corrections can indicate problems between connected systems. We look at the agreed connections and how issues are identified and handled.
Existing functionality
Your requirements may have changed since Salesforce was configured. We consider whether existing functionality could meet those needs more effectively before recommending additional tools.
User experience and adoption
Workarounds often reveal where the system doesn’t fit the job. We speak to the people using Salesforce to understand recurring difficulties and where guidance or configuration changes could help.
What will you get from the review?
We bring the findings together into recommendations you can discuss with your team.
The review helps you understand:
- Which issues are affecting users and business processes
- The likely impact of leaving them unresolved
- Where further investigation or a business decision is needed
- Which improvements should take priority
Recommendations are explained in the context of your business. Any configuration or development work can then be scoped separately, with clear responsibilities and testing requirements.
Just A Few Of Our Clients
Tell us what’s causing concern in your Salesforce setup. We’ll help you agree the focus of a Health Check.
How the Salesforce Health Check works
Agree the scope
We discuss your concerns, business priorities and current setup. Together, we establish the areas to review, the access needed and the people who should be involved.
Investigate the setup
We examine the agreed configuration, data, automation and connections, using examples from your team to understand how issues affect everyday work.
Review the findings
We explain what we’ve found, distinguish confirmed issues from areas needing further investigation and discuss the business impact.
Prioritise the next steps
We agree recommended priorities with you. You can use these to plan work internally or discuss separately scoped support from Xenogenix.
A review grounded in how your business works
- A technical issue and a process problem can look similar to the person experiencing them.
- Our consultants bring implementation, optimisation and support experience to the investigation. We consider the configuration alongside the requirements, decisions and working practices behind it.
- Where the answer involves changing a process or clarifying ownership, we’ll explain that too. The aim is to help you make an informed decision about the work your Salesforce setup needs.
Experienced Professional Salesforce Consultancy
2007
Year Founded
4.9
%
Customer Satisfaction Score
+
550
Customers Worked With
Find Out More
What would you like your Salesforce Health Check to investigate? Tell us where your team is experiencing problems, what you’ve already tried and which processes matter most. We’ll help you establish the scope and explain how the review would work. Complete the form or call us on 08456 525 625.