Our Salesforce services are tailored to you. We analyse your needs during the discovery call and an initial workshop. For this reason, our pricing will vary depending on your individual situation.
The Cloudideas Health Check is a service package that is aimed at existing Salesforce users.
After investing a lot of time and resources into a tool, it can be frustrating when it does not reflect all the internal processes, customer journeys and is generally not operating at 100% of its promised potential.
What is the Salesforce Health Check exactly?
The Cloudideas Health Check is aimed at companies who are already using Salesforce but would like to enhance their current setup both from the employee and the customer-facing side.
As a result, you will have a clear overview of the state of your Salesforce platform as well as a list of performance enhancements that should be done.
Our consultants will prompt you with questions about your business and about how your Salesforce is working (or not working). Our aim is to understand your needs, pain points, and goals regarding your Salesforce platform.
Hands-on: we will ask you to show your current workflows directly in your own Salesforce. This will give our consultants a practical overview of the current status.
Our consultants will summarise the learnings from the workshop and agree on the next steps.
Our consultants will:
During the Health Check we will usually find a number of basic bugs in Salesforce that can be easily fixed within a day of our consultants’ work. This is an optional service and comes with an extra fee.
Our consultants will provide you with comprehensive documentation that will include: