91-POINT HEALTH CHECK
Our comprehensive 91-Point Health Check maximizes your investment in Salesforce by making sure it’s easy to use, secure, and designed for your company’s goals.
You know exactly where your business is right now, and you have a clear picture of where you want to go. It’s the steps in between that are a mystery to any business owner. The key is figuring out how to get from Point A to Point B in the most effective and efficient manner to reach your business goals. The Fury Group is a leading provider of CRM Salesforce consulting services, and we’ve developed a clear-cut health check to help businesses determine where their CRM strategies are falling short, what changes are needed to reach their goals, and how we can maximize your investment.
Here’s what it looks like:
Security
We’ll kick things off with an in-depth security check to make sure your Salesforce is safe from unwanted visitors. Security is foundational for building a successful CRM.
Administration
Getting the most out of Salesforce technology is all about platform customization. We’ll check to make sure your Salesforce platform is up-to-date, easy to use, and that newly released tools are available to you.
User
Interface
Are your employees getting the most efficient and seamless user experience? Our team will survey your team where Salesforce is meeting your team’s needs and where it’s falling short.
Reports
and Dashboards
Get a comprehensive view of key business metrics with powerful Lightning Analytics to see where your business stands.
User
Enablement
Are your Salesforce users equipped with the resources and support needed to make the most of the platform? We’ll see if your users are set up for success or failure.
3rd Party
Applications
Is your business making the most out of Salesforce with integration from key 3rd party apps? Our team will highlight areas of improvement for complete CRM
Salesforce integration.
System
Integrations
Businesses rarely use Salesforce in isolation, making it essential to run efficiently along with other systems. We’ll check to see if your business is operating at maximum efficiency with our CRM integration management services.
Marketing
Engagement
Find out where you can automate key tasks so your marketers can spend more of their time and energy on valuable projects. We’ll highlight areas where you can increase marketing ROI.
Salesforce Contract Review
& Product Evaluation
Are your Salesforce products running optimally? We’ll look through your business’s catalog of products to see what can be trimmed for a more efficient and cost-saving system overall.
If you’re interested in learning more about our comprehensive 91-Point Health Check and protecting your investment, fill out the form below or contact us by email at connect@thefurygroup.com or by phone, 1-800-375-3879.