With constant growth and changes to the Salesforce ecosystem and rapidly evolving business needs, how can you be certain about the health of your system? Are you confident that you are utilizing the latest and greatest Salesforce capabilities properly?
With your investment in Salesforce, as with any investment, it’s essential to regularly evaluate how your investment is paying off. So let’s discuss a few reasons why it may be time to evaluate your Salesforce ecosystem and next steps for assessing.
Importance of Continuous Evaluation & Improvement
Regular evaluations of your Salesforce system can give you peace of mind, particularly as you prepare for a new year. Additionally, conducting assessments can help with identifying potential issues and areas of improvement so you can address them proactively and avoid unwanted surprises.
Salesforce Genie Readiness
Now may be an especially good time to consider a Salesforce Assessment for your business to see whether you are ready to leverage the power of Salesforce Genie. Salesforce just unveiled Genie at Dreamforce in late September. As the first-ever real-time CRM, Genie brings the power of in-the-moment data to Customer 360. You won’t want to miss out on Genie’s benefits!
Questions to Consider
With a healthy Salesforce ecosystem, your team should be able to answer these questions with confidence. Take a moment to think these through and consider whether it may be time to assess your system.
- How accurate and up-to-date is our data?
- Are we utilizing the 360 view?
- How are our systems integrated? Is this integration automated?
- Are we utilizing proper metrics?
- Have we encountered new pain points since we last optimized our system?
- Can our system be better-optimized to address new pain points?
- Are our reports and dashboards reflective of our performance? Are they easy to update?
- Is our reporting structure appropriate for where our business is today? Will it be appropriate for tomorrow’s business?
- Is Salesforce customized to our unique business needs?
- Does our system meet the latest company security standards?
Considering these questions should assist you in determining your confidence level in the health of your Salesforce ecosystem. If your confidence level is low or unclear, further assessment may be an appropriate next step.
Salesforce Assessment Services
Having a third-party partner with an outside perspective come in and assist in gathering this information can be extremely helpful.
At WhiteRock, we provide detailed assessment services to measure and learn how your Salesforce platforms are utilized and leveraged to meet your needs. We cover the details of the assessment in a workshop with your team to confirm findings and discuss options. After that, your team receives an assessment report detailing the findings, solutions, and the order of implementation of the changes found in the assessment (your CRM journey map).
From there, you are welcome to use this assessment to tackle the needs identified. Additionally, if you would prefer, WhiteRock can tackle this for you and provide service with full accountability and reporting of progress throughout the journey.
Benefits of Working With A Salesforce Partner
Partnering with a team of Salesforce experts that you can trust and count on allows you to feel confident that your systems are running effectively. At WhiteRock, we take the time to understand your needs, and map out a plan to implement the right solution.
As your organization changes over time, you have us to keep your system aligned. We support you as you serve your customers in an unavoidable, ever-changing environment.
So, Are You Confident in the Health of Your Salesforce Ecosystem?
In our opinion, it is highly valuable to ask this question regularly and to pursue continuous improvement of your system. Above all, keep your organization confident that all systems are functioning as expected and that you are leveraging relevant features to help address your needs and achieve your goals.
Increase the value of your Salesforce ecosystem with regular check-ups and improvements. If you have questions about how to begin this process, we’re here to talk this through or to provide an assessment for your business. Reach out to us at learnmore@whiterocktech.net or via the form below!