Free Health Check for Charities

Non Profit Services: Free healthcheck for 4 hours with the contact us form

What’s involved?

During the Salesforce Healthcheck, we will review your current usage of your CRM, introduce you to the latest productivity features, and recommend best practices for utilization of the latest Force.com technologies.

We can help identify:

  • Salesforce CRM and Force.com features not being utilized
  • Areas where best practices and data governance is not implemented
  • Incomplete or poorly structured configurations
  • Absence of security protocols
  • Deviations from standards of maintainability
  • Ideas and opportunities to improve your results
  • Review of new features

Ensure you're maximizing your Salesforce investment

First Name
Last Name
Company
Job Title
Email
Phone
What Salesforce Products do you use?
--None--OthersSales CloudService CloudMarketing CloudDesk.comCommunity CloudWave AnalyticsPardotSteel Brick/CPQ

What are your Salesforce challenges?
--None--User AdoptionTrainingInaccurate / bad data qualityManaging large volumes of dataLimitations with standard, out-of-the-box functionalityIntegration with other systemsSecurity

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