Orgcheck
Optimise your Salesforce clouds now.
Unlock the potential lying dormant in your Sales, Service or Marketing Cloud
The Salesforce platform is a powerful, dependable tool for your most important business processes. New, useful features that boost efficiency keep arriving. And of course the way you want to use Salesforce for sales, service and marketing keeps changing too.
To help you keep pace with these developments and to secure reliable operation in the future, we have put together a range of services for you. That way you can get the most out of your clouds, optimise processes and increase efficiency.
Now is the right moment to tackle all those “we've been meaning to clean that up”, “we really should take a look at that” and “surely there's a better way to solve this by now” items that have piled up over the years — and to get your Salesforce clouds ready for the challenges and successes ahead.
We are happy to help you take the first steps along that path.
made with AI
Our check-up offerings are exactly right if…
- you have been using Salesforce for some time.
- you wonder whether you are really getting the best out of Salesforce.
- you want to integrate new features and possibilities into your processes.
- you finally want to move from the Classic interface to Lightning.
- you want to optimise your permission model in Salesforce.
- you want to review the quality of your data.
- you finally want to get rid of legacy items and superfluous elements.
- you want to maintain the best possible Salesforce performance.
Our check-up offerings for you
From a short, free chat with our expert through a detailed health check to a Lightning migration. Together we can get more out of your clouds.
Your expert hour
We look under the bonnet together with you.
- A one-hour virtual tour of your org, with no obligation
- A free expert look at your Salesforce cloud
- We visit the critical spots together with you
- Our experts answer your pressing questions along the way
The health check
We analyse your existing Salesforce org for you. Available for the Sales, Service and Marketing Cloud
- A thorough check of your Salesforce cloud
- Analysis of the permission model, data structures, templates, objects, processes and much more
- Detailed preparation and documentation of the results
- Handover and discussion of our recommendations in a full-day workshop
Lightning readiness
Still using your Sales Cloud in Classic mode?
- Assessment of your Salesforce org's Lightning readiness
- Identification of the specific adjustments needed
- Categorisation of the proposals (must-have / nice to have)
- Effort estimate for a rollout project
- Development of a Lightning rollout timeline
Now is the best moment to build a future-proof foundation
We are happy to explain our “spring-cleaning products” or to find an individual approach for getting the most out of your Sales, Service or Marketing Cloud.
Contact our experts today using the contact form.
Your contact