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 technologies.

We can help identify:

  • Salesforce CRM and 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