Optimisation Framework

• Is there a gap between the company vision and the existing processes within Salesforce?

• Have you got a number Salesforce licences not being used?

  • Is Salesforce coming up for renewal? ​

• Is Salesforce heavily coded and is the business unable to benefit from new releases or products? 

• Is the business suffering from poor Salesforce adoption?​

• Is there a lack of trust in the data within Salesforce?​​​

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Our framework is split into two areas: 

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1: Technical Assessment: Technical evaluation of the existing org. Salesforce Health Check (Object Model/ Triggers/ Current API versions/ Optimisation opportunities etc)

Output: Identify the areas for immediate improvement, creation of a scheduled roadmap, org readiness, how difficult technically would it be to build upon the existing environment and what needs to happen to embrace an new strategy.

2: Business Capability Org Assessment: How do you do what you do? How have you integrated and automated your business processes? Executive sponsorship + department heads (for example Sales and Ops Management), how is Salesforce/ or the proposed work stream is mapped to your vision and strategic objectives.

Output: Gap analysis between Business and Technical. Focused on user centred design and adoption, guided business processes etc utilising our internal feature framework.

We optimise the estate and ensure best value out of Salesforce products and your committed Salesforce spend. 

Don't let product dictate the roadmap. Focus on the CX and then the roadmap.

Recommended output and associated costs:
Option 1: We hand it to you to build
Option 2: We support and guide you to build
Option 3: We embed some of your Salesforce team into ours and we build together
Option 4: We build