Salesforce.com Tuneup

Tuneup: Is your Salesforce.com configuration and setup no longer synchronized with your current business process and strategic goals?

Not seeing the value and efficiency you expected from Salesforce.com? It’s time for a Tune-up!

In just a few days a Salesforce.com tune-up can help achieve and will regain the value from the original outlay of time and capital investment.

Tune-up Process

  • Realign Salesforce.com to new or modified strategic business objectives
  • Review data records, de-duplicate and build work-flows process to enhance clean data capture
  • Review and fix users, roles and security settings
  • Review and fix reports and dashboards
  • Train end users and instill good habits to maintain data integrity

 

Next Steps