May 14, 2024
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Whether you’re seeking a standard audit or a personalized, fully comprehensive system analysis with a custom quote, we can assist in outlining the route to your progress.
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Learn how an audit can transform your operations and provide lasting benefits to your organization.
1. Are you seeing a lot of duplicates in your Salesforce data?
2. Your Reports and Dashboards don't make sense?
3. Teams don't follow a set process?
4. End Users see data that don't pertain to them?
5. You don't get a 360-degree view of your teams' activities?
6. Multiple team members mistakenly trying to sell to the same account?
7. Do you find yourself dealing with recurrent problems?
Zivoke evaluates your current Salesforce setup, identifies gaps & inefficiencies and provides actionable recommendations using a low-hanging fruit model. Critical gaps and errors will be pointed out for urgent resolution.
Every Salesforce org is unique, custom-built with workflows and automations. It is advisable to have a proven Salesforce consultant handle the initial implementation to ensure the org is future-ready, following industry best practices. However, as organizations and their processes evolve, there comes a time when reassessing the Salesforce org becomes necessary.
Our examination of your Salesforce instance assesses its overall health and security, such as duplication of data, mandatory usage of fields, Validation rules, Approval processes, user access, compliance and data security.
We enhance your understanding of Salesforce by providing tailored reports that furnish metrics related to Teams' activities, KPI's, Forecasting, Trends analysis, user adoption, performance, security and monitoring.
We delve into your enterprise, collecting vital Salesforce details through interviews and data gathering. Understanding Business processes, Gaps & pain points from different teams & stake holders.
Zivoke would offer a Low Hanging fruit model as the output of our evaluation. Critical gaps and errors will be pointed out for Quick Resolutions. Other practical remedies for performance concerns, process deficiencies and impediments follow next.
We integrate industry best practices and propose methods to harmonize Salesforce with your business procedures, outlining enhancements, suggesting automation and refining user interfaces.
We record observations and prioritize solutions based on impact and severity. Zivoke may create reports to determine the exact output of information. End users, management, and executive members are consulted to identify gaps.
We will understand your Business Goals and Vision, match that with your current implementation to find the areas of improvement.
We will go through your Process and check the current Salesforce Configuration to find out Gaps. This would be documented to be flagged off with you, Our Recommendations will be signed off to be implemented.
We will find out areas of improvement by checking for features which are under utilized. We will then apply best practices on all areas including Data Management, Data Integrity, Duplicates Eradication.
Online Trainings on the new features or workarounds will be provided to End Users. Detailed Documentation with video recordings or Screen shots will be provided after the training.
A Salesforce Audit proves advantageous when facing obstacles like diminished efficiency, limited user adoption, data model complications, security apprehensions, or scalability constraints within your Salesforce instance. It also holds value if you aim to enhance your Salesforce processes or realign them with evolving business requirements but are uncertain about where to begin.
Although performing a Salesforce Audit internally is an option, it typically demands specialized expertise and a substantial commitment of time and resources. Enlisting the services of specialists such as Zivoke can yield more comprehensive and efficient results, preserving your valuable time and ensuring a thorough assessment.
The expense associated with a Salesforce Audit may fluctuate based on factors such as the extent of analysis, the intricacy of your Salesforce instance and the audit's scope. Feel free to contact our team to receive a personalized quote tailored to your unique needs.
The Salesforce Audit report comes with a comprehensive overview of observations, suggestions for enhancements, a plan for implementation and estimated costs. It furnishes insights into the current state and future possibilities of your Salesforce instance, along with the necessary steps for optimization.
Learn how we can Digitally Transform your Business
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