For companies concerned with efficiency and security, Cloudtech offers a range of HealthCheck services to review your CRM (Customer Relationship Management) application at a high level.
We will assess whether you can immediately take advantage of any recent updates as well as offer feedback on how to streamline your application in order to better meet your on-going and future needs.
The economy has changed considerably over the last few years and your business is facing challenges that it has never faced before. Popular CRM applications such as Salesforce.com have also changed radically over this time in order to address this different climate and respond to the new trends in business.
We will take a practical and pragmatic look at how your system has been set up and how your business now relates to it. We will identify ways that you can take advantage of any new functionality or releases that will allow your business to improve in the following ways:
We will look at the overall usability and set-up of your application as well as review the following objects, providing you with a HealthCheck Report and Roadmap:
Users – Roles & Profiles
Campaigns & Opportunities
Accounts, Contacts & Leads (& web to lead)
Products, Price Books, Contracts & Assets
Cases (& web to case)
Reports & Dashboards
3rd Party Applications installed into your Salesforce.com system
User Interface, Record Types, Page Layouts, Workflows & Triggers
We can also offer advice and guidance on data quality issues.
As part of a thorough Security Check and upgrade, we will:
Check your end to end CRM security
Clean up your user access and removed system administration access
Check (and where necessary, improve) your API connections to 3rd party systems
Check who can access your unencrypted .CSV data exports, and take appropriate action where necessary
Conduct an audit to test to determine how safe your customer applications are
Validate data cleanliness
Improved user adoption with better collaboration throughout the organisation
Less time spent entering data
More accurate reports & dashboards
Management better equipped to make important decisions
Automated processes (workflow) ensure important tasks get assigned and completed
Increased return on investment as a result of extracting full value from your CRM
Increased system security
A typical HealthCheck takes one to five days on site. The fee is €900 per day, plus expenses.
For further information, contact Tim Pullen, Chief Executive Officer of Cloudtech.
Telephone: 086 604 4820
From outside Ireland: +353 86 604 4820