Why a Salesforce Health Assessment?

​A Salesforce Health Assessment is like going to the dentist for your six-month cleaning or visiting your doctor for your annual physical.  Much like the health "Check Up" with your doctor,  your Salesforce Org needs a "Check Up" too. 

Auditing your Salesforce Org by performing a Salesforce Health Assessment helps to keep your environment configured properly to support you as both your business and the Salesforce platform evolve. 

SquareBlue Certified Salesforce Consultants evaluate your Salesforce Org and deliver a diagnosis with the information necessary to work toward a clean bill of health.

The Assessment

During the evaluation of your Salesforce implementation we will conduct a thorough assessment of your CRM usage, identify areas where best practices and standard functionality are not being utilized and complete a comprehensive review of:

  • Business Processes
  • Governance
  • Security
  • Configuration Code
  • User Adoption
  • And More

​SquareBlue Certified Salesforce Consultants utilize tools such as Field Trip, Org Doctor and Salesforce Optimizer during the evaluation.  We provide a report on the current state of your Salesforce implementation, a roadmap (where you want to go) and recommendations (on how to get you there). 

Your Salesforce Health Assessment provides you with a review of your overall system and identifies ways to improve it so that you can maximize your investment in the technology and leverage it to its fullest potential.

Cost:  $1,000.00 USD 

Ask Yourself a Few Questions...

Are you struggling from decreased system performance? 
Are you following best practices? 
Does it take a long time to add new features? 
Do you have reliable and quality data in your database? 
Do you have Salesforce governance and change management policies in place?
​ 
Your team can benefit from a Salesforce Health Assessment.   Contact SquareBlue Today!