Salesforce Health Check

Your specific path to optimisation

Ready for the future

Is your Salesforce platform ready for the next step in growth?

Many companies invest in Salesforce. However, over time, inefficiencies often creep in – such as technical legacy issues, overly complex workflows or untapped potential. The result: processes are slowed down rather than accelerated. Users lose acceptance, circumvent central functions with workarounds and thus hinder further development.

The more individual adjustments and new functions are added, the faster typical problem areas can arise:

  • Slow loading times or system errors
  • Declining conversion rates or high bounce rate
  • Complex or inconsistent workflows
  • Low usage in sales, service or marketing
  • Lack of scalability

Lay the foundation with the Salesforce Health Check

What we offer: a Health Check that allows us to identify specific weaknesses, create transparency and lay the foundation for sustainable optimisation. We analyse your existing Salesforce setup in terms of technology, functionality and strategic alignment. The result is a concrete action plan – for better performance, improved usability and greater acceptance among your user groups.

Four steps to a healthy system

We accompany you every step of the way with your individual health check. This includes strategic analysis and evaluation of your existing environment, identification of optimisation potential and the development of concrete recommendations for action.

  • In a joint kick-off workshop, we get to know your company, your Salesforce usage and your challenges. We clarify:

    • Which business areas are affected?
    • What are your goals?
    • Are there any specific problems or dissatisfactions from the specialist departments?

    We then work with you to define the goal of the health check. This gives us a clear starting point for the analysis and ensures that the health check is tailored precisely to your needs.

  • In the next step, we work with you to analyse existing processes, workflows and data flows. In workshops and interviews, we gain a thorough understanding of how the system is actually used in everyday life, what challenges arise and whether users find it helpful and use it regularly. As part of our review, we identify manual detours, unnecessary complexity and missing functions. We also compare your processes with proven best practices. Our goal is to optimise user guidance in order to increase efficiency and improve data quality.

  • The technical analysis also includes an examination of your technical structure. We analyse your system architecture, the use of automation and performance. This identifies technical weaknesses, legacy issues or excessive customisation that slow down the system.

  • We present the results of the technical and functional analysis in a transparent and comprehensible manner. You receive a detailed analysis report and a prioritised list of measures that includes both immediate successes and strategic issues. By implementing our solutions, you will be able to achieve noticeable improvements in your processes and adoption rates with minimal effort.

Select your individual health check
  • Marketing Cloud Health Check

    During the Marketing Cloud Health Check, we review your campaign management, automation processes and data quality to identify weaknesses. Together, we develop targeted improvements to make your marketing even more focused and efficient. Contact us

  • Commerce Cloud Health Check

    During the Commerce Cloud Health Check, we analyse your existing Salesforce Commerce Cloud solution in close collaboration with your team. We review the system architecture, evaluate your deployment strategies and examine legal requirements such as accessibility. We also examine how stable and powerful your platform is in everyday use and how well it is positioned for future updates and further developments. We look at both technical details and organisational processes to gain a holistic picture of your commerce environment. Contact us

  • Sales & Service Cloud Health Check

    In the Sales & Service Cloud Health Check, we analyse your customer communication and sales processes to identify specific potential for greater customer satisfaction and stronger sales performance. We identify quick wins that enable noticeable improvements in processes and system usage with minimal effort. Contact us

  • Adoption Check

    With the Adoption Check, we determine the extent to which your systems are being used and identify barriers to employee acceptance. Working closely with you, we develop strategies to sustainably increase and optimise the use of your tailor-made solutions. Contact us

Do you have any questions?

We would be happy to advise you personally on our Salesforce portfolio. Let's talk about how we can realise your project. I look forward to making an appointment with you.