Assurance for the continued good health of your organisation
Recommended annually, our team of experts thoroughly examines your Salesforce® system to assess its current condition and deliver a detailed roadmap of actionable recommendations and insights:
Data security is a top priority, ensuring data privacy, regulatory compliance, and the prevention of potential data loss or leaks. Our security check reviews key areas such as profiles, permission sets, organisation-wide settings, default external access, and password policies, ensuring your Salesforce® environment meets industry standards and best practices.
Declarative features refer to everything that can be accomplished with clicks rather than code within Salesforce®. This review identifies areas needing attention, such as license allocation, attachments and notes, sandboxes, storage, validation rules, and duplicate management, helping you streamline your setup.
Programmatic components involve custom code within your Salesforce® Org. As Salesforce® evolves, some code may become inefficient or outdated. Our review ensures your code aligns with current best practices, avoids deprecated functions, and is optimised for scalability, keeping your system ready for future Salesforce® updates.
Installed Packages add functionality to your Org, but they need careful management. Our review assesses whether you are using the latest versions, identifies redundant packages, and suggests native or alternative solutions where appropriate.
Salesforce® automation features streamline operations but must be maintained to avoid inefficiencies. Our review ensures all automations adhere to best practices, work efficiently, and meet your organisation’s needs. We will also flag any automations slated for retirement, so your system remains future-proof.
Salesforce® reporting and dashboard capabilities are crucial for data-driven decision-making. However, too many reports can overwhelm users. Our review optimises your reporting functionality, ensuring users have access to relevant, insightful reports that enhance their roles without creating unnecessary clutter.
Salesforce® continually retires outdated features, and our decommissioning review identifies and addresses these within your Org. We evaluate the impact of any retired components, integrations, or unsupported functionalities, guiding you through safe removal or replacement to keep your system up-to-date and aligned with best practices.
Salesforce® rolls out three major releases annually, each packed with new features and improvements. As part of your Health Check, we prepare your Org for these updates, ensuring smooth adoption with minimal impact while maximising the benefits of new functionalities.
As your organisation evolves, your Salesforce® system needs to keep pace. Over time, outdated features can accumulate, storage limits might be reached, and processes can become overly complex. A well-maintained Salesforce® Org is the backbone of a successful organisation.
To ensure you continue to get the most from your Salesforce® system, we offer a full Health Check assessment to identify areas where updates or additional features could pose significant advantages for the continued success of your business.
Sales Cloud
Unify sales data in one place to accelerate growth
Service Cloud
Drive service improvement with maximum efficiency
Experience Cloud
Deliver a smooth stakeholder experience
Health Cloud
Propel positive patient outcomes
Marketing Cloud
Build engagement and cultivate lasting relationships
Pardot
Automate personalised B2B engagement
Data Cloud
Assemble your data into a single source of truth
Field Service
Transform operations for your mobile workforce
CPQ
Create accurate pricing and quotes with ease
Our professional services combine specialised knowledge and a wealth of experience in the health and life sciences sector - delivering efficient Salesforce® implementation and consultancy that’s tailored to your precise needs, whatever the scale.
Our range of support packages ensure you continue to maximise Salesforce® as your business evolves.
Specialist Salesforce® implementation - from business-wide setups to quick starts if you need to get up and running swiftly.