It happens to the best of organizations: administrators leave the company, documentation grows out of date, business processes change, and suddenly your Salesforce.com instance is no longer simple, streamlined or functional. You’re now faced with a CRM that inhibits productivity instead. CRM systems were intended to bring order to the chaos of marketing, sales and now service, don’t let your Salesforce.com instance slow the pace of your business.
The Pedowitz Group’s (TPG) Salesforce.com Health Check is a diagnostic engagement to evaluate the current state of the platform’s use as it relates to the lead management and sales process. We will collaboratively develop a prioritized work plan of tasks to optimize the use of an integrated Salesforce.com and Marketing Automation technology stack.
Your TPG Revenue Engineer will review how your sales and marketing team members use Salesforce.com. We will conduct interviews with key team members and identify quick wins as well as outline longer term changes to optimize your configuration for business. Our primary focus will be on identifying how you use the platform’s standard objects: Leads, Accounts, Contacts, Opportunities, Activities and Campaigns.
Whether your system has been in place for one year or ten, our certified Salesforce.com specialists will review your system and provide prioritized recommendations to bring order to your unruly CRM.