Health Check Services
Discover the true potential of your Salesforce Solution
Our health check service provides an extensive assessment of your current salesforce solution. We prescribe a roadmap for you to operate your Salesforce solution at full health.
Salesforce CRM Health Check Service
The health check service is carried out by our expert Salesforce consultants in a structured conjunctive procedure with your business stakeholders. The process involves technical reviews and workshops in order to construct a set of recommendations that will help you discover the true potential of your salesforce solution.
RMS, a leading payment services provider had become concerned whether their Salesforce investments were providing enough value to them operationally and financially to keep up with their fast-paced growth.
Find out how Gauri’s assessment of RMS’s Salesforce solution helped them to discover its capabilities as an aid to their growth.
Gauri is a solid partner as they have been through this journey, standing solidly with us through all the ups and downs that a project lifecycle typically goes through. Their deep end-to-end solution knowledge and technical know-how (Salesforce + SAP + Talend) coupled with niche Field Service experience was invaluable. Their ethos and ability to adapt to changing project needs helped us to achieve this milestone jointly in a true partnership.
Let’s talk!
Give us a call for an initial consultation on how our Salesforce health check service can help you.
QubePay
Read how Gauri helped enable an optimised and improved Salesforce adoption for a payment services company.
New
Groupe Atlantic
Read how Gauri implemented one of the largest Salesforce Field Service programme for a leading HVAC manufacturer in the UK.
RMS
Read how Gauri helped a leading retail merchant service provider to improve Salesforce adoption within the company and also save significant licensing costs.
Bathroom Manufacturer
Read how Gauri helped a leading luxury bathroom manufacturer to achieve the world’s first Salesforce Field Service Mobile solution with 100% offline capability.
Gauri is making a leap to Silver status in Salesforce
It gives us great pleasure in announcing that Gauri has achieved a Silver-tier in our Salesforce consulting partner programme. As we continue to expand rapidly in Salesforce and expect to cross many more milestones very quickly in the coming months, this is a great...
What kind of exec you need for a successful CRM project?
For a successful CRM project, customer business team needs executive support and sufficient empowerment. When implementing you will need more than the right partner and product. You will also need the right team internally to bring success in an implementation...
CRM and Data
The principle of CRM CRM offers a definitive customer view across functions, channels, products, and customer data types, in turn driving every customer interaction. CRM aspires to recreate the ‘traditional corner shop’ experience for millions of clients. To achieve...
Field Service Management Pitfalls and Opportunities
Field Service management solutions have improved substantially over recent years with the development of mobile technology, GPS tracking and current software technology. Organisations are adopting these solutions to...
The role of the Steering Committee within a CRM project
The Steering Committee plays a key role to Drive, Vision, Governance, and Budget and hence overall success on large implementation projects. Who sits on the steering committee? Typically, Steering committees will have key stakeholders, the Programme Sponsor - CIO/IT...
Project Inflection Point
Everyone wants CRM implementations to succeed in the first attempt. Yet, a surprising percentage of them face huge delays or failure. Having spent two decades implementing CRM solutions globally, and having learnt much working on various implementations with customers...
