FREE SALESFORCE DIAGNOSTIC

 
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USER ADOPTION ANALYSIS

User Adoption Dashboard showing login and activity levels by user you can use to understand your situation today and to measure progress going forward.

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DATA QUALITY ASSESSMENT

Detailed analysis of the quality of your data, from the number of duplicate records to those missing critical information to stale records not touched in years. 

CONFIGURATION REVIEW

Thorough review of your existing configuration enabling you to understand which features are being used and which are simply slowing your team down.

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INTEGRATION ANALYSIS

Summary of other contact management tools, such as email, calendar and mobile devices and which users are properly integrated.

ACTION PLAN

Detailed instructions with industry best practices and tools to streamline your turnaround process, including:

  • How to increase ease of use and simplify your configuration

  • How to merge duplicate records and improve your overall data quality

  • How to measure and drive user adoption

  • How to train your end users, management team and/or Salesforce admin

This report will give you a thorough understanding of steps to make big leaps forward in the most time-efficient manner possible, and the exact impact this will achieve in your organization.