Salesforce Healthcheck and Org Assessment

Unleash the full potential of your Salesforce implementation with Persistent’s Salesforce Healthcheck and Org Assessment.

Salesforce Healthcheck and Org Assessment ensures that you get the most of your Salesforce investment. Let Persistent’s Salesforce Experts help you identify untapped opportunities to deliver exceptional customer experience. Discover various ways in which you can use Salesforce to unlock business growth.

Challenges:

Many businesses lack the expertise needed to use the technology they’re implementing. If your organization has undergone a Salesforce implementation, chances are you’ve experienced everything from project delays to not fully understanding what your Salesforce instance has to offer.

Businesses need expert help consulting on Industry Clouds and the path to go forward toward optimum usage. This is where Persistent’s Salesforce Healthcheck and Org Assessment can help.

We provide expert advice to grow the adoption of your overall Salesforce ecosystem.

Salesforce Healthcheck and Org Assessment Framework

Technical Assessment

Functional Assessment

Learnings & recommendations

The program provides a technical and functional assessment of your current Salesforce implementations. The assessment results in recommendations to improve adoption and performance.

Workshop

What is Salesforce Healthcheck and Org Assessment workshop?

Map existing vs. expected usage of systems
Demonstrate possibilities for ease of operations
Salesforce and surrounding technology features and recommendations
Develop proactive journey maps
Review architecture and new Salesforce feature release mapping

Business Alignment to Salesforce Fit

Persistent beliefs that the right people combined with the right technology and implementation lead to a guaranteed business value. To achieve this, offer our business alignment services in two stages:

Stage 1: Persistent Digital GreenhouseTM framework, 4-6 weeks of human-centered, design-led approach, encompassing

User Research by conducting stakeholder workshops and business user interviews to capture key business outcomes
As-is process analysis to uncover areas for optimization and enhanced user experience
Create prototypes by conducting brainstorming sessions
Conduct technology and business validation and create master architecture

Stage 2: Design and Architecture of Optimal Process leveraging UX and Salesforce Best Practices

Interaction designing (wireframing)
Visual designing
Stakeholder and user review collection and iterations
High-level system design with maximum use of out-of-the-box features of Salesforce products

Salesforce Contribution to Value (KPIs)

Persistent delivers a comprehensive assessment of your business via its Salesforce Healthcheck and Org Assessment, residing on three pillars:

Technical assessment

Technical Gap Assessment
Standard vs Custom Feature recommendations
Tools, 3rd Party Apps, Integration recommendations
Salesforce Utilization and ROI

Functional assessment

Functional Process Flow reviews
Industry cloud recommendations
Persona-based features mapping
Feature Usage

Learning and recommendations

Best practices for Salesforce implementation
Similar industry stories and learnings
Salesforce new releases recommendations on your org

Salesforce Assurance Services

Persistent offers to be part of your digital journey right from ideation to implementation and beyond. Our support includes:

Strategizing

Reimaging the future with business outcomes discovery, strategic roadmaps and optimization services
Design, Data and Integration consulting, with technical best practices
Domain centric solutioning with curated process maps for customer journeys
Optimize ROI and adoption with license use assessment and strategies for quick use adoption

Implementing

Leveraging Persistent’s homegrown accelerators and reusable components, frameworks to accelerate time-to-value
Automation-driven delivery utilizing Persistent developed tools for automated deployment and testing
Scaled agile execution, continuous skill upgrade initiatives and global roll-out frameworks for delivery excellence and governance
Cross-platform expertise and strategic digital partner and tools for implementing digital end-to-end journeys

Evolving

Continuous investment to grow new Salesforce product competencies to provide our client with a competitive edge
Upgrade and develop offerings with latest Salesforce features to provide increasing ROI

Technology Advisory

Persistent’s Salesforce Professional Services (ProServ) offer a comprehensive suite of solutions tailored to maximize Salesforce implementations.

Architect Advisory Services provide strategic roadmaps and optimization services, alongside design reviews and recommendations.
Technical Audit Services ensure organizational health through thorough assessments and adherence to best practices.
Program Architects specialize in design, data, and integration consulting, supported by a Global Technology COE for technical best practices.
Value Realization initiatives focus on optimizing license usage, facilitating quicker end-user adoption, and realizing the full potential of Salesforce investments.

Outcomes:

Drive Salesforce Usage

Increase productivity of administration and end users.

Decrease business and technical debt

Efficenintly maintain customizations

Ready to unleash the full potential of your Salesforce investment?

Talk to our Salesforce Experts today

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You can also email us directly at info@persistent.com