What is a Salesforce Assessment?<\/h2>\n
As mentioned above, a Salesforce<\/a> assessment is an in-depth analysis of your business processes, customer data, and the current state of your Salesforce processes pulled together to define enhancement or improvements for your system. It examines how efficiently your organization uses its existing technology and how it can improve by implementing new technologies in tandem with Salesforce.<\/p>\n This assessment aims to identify areas where you can streamline, improve or replace processes with more effective solutions, and it\u2019s not something you should tackle on your own. Whether a trusted partner, a consultant or a freelance Advanced Salesforce Administrator conducts this assessment, the assessor should be an external resource with a limited understanding of current state business processes to eliminate any bias. Salesforce partners also have knowledge of best practices, the Salesforce product roadmap, and relationships with Salesforce Account Executives to support your company in making and implementing enhancements to your Salesforce CRM.<\/strong><\/p>\n As your company scales and transitions, so should your Salesforce CRM system. The life cycle of an organization\u2019s Salesforce platform moves through five phases of maturity: initiate, repeatable, established, mastery and optimized. It is important to consider conducting an assessment throughout the life cycle to map the current state.<\/strong><\/p>\n Like surveying land before constructing new buildings or adding additions, these invaluable exercises can help identify challenges or areas for improvement in the initial stages of new application integrations or cloud acquisitions. Additionally, they are key steps along each stage of development toward a well-rounded process optimization outcome.<\/p>\n There are numerous advantages to performing a thorough assessment before updating your Salesforce CRM system<\/a>. A few of these include:<\/p>\n A complete Salesforce assessment will evaluate critical areas of the business process and current system customizations to define opportunities congruent with the company\u2019s needs and desires. The two key categories of the assessment are:<\/p>\n Assessing the current state of the Salesforce architecture will define critical opportunities to improve the health of the system, enhance the user experience, and analyze ROI.<\/p>\n A quality Salesforce assessment should consider the future roadmap of the business and offer recommendations to support those plans. The goal of including a forward-looking analysis is to limit the amount of rework needed as your business begins to implement new processes.<\/p>\n The way we do business is ever evolving. The way companies manage business should also evolve. Salesforce offers innovative solutions designed to support scalability. Companies can also take advantage of third-party applications, some of which are free to use, to increase functionality within their Salesforce organization.<\/strong><\/p>\n After you complete and review a Salesforce assessment, what is the next step? It is often easy for the assessor to define all the opportunities they uncovered during the assessment but defining the \u201cbest next step\u201d is also as important for a company to realize the worth of the assessment.<\/p>\n Conducting an extensive Salesforce assessment provides organizations with many benefits, like reducing risk, you shouldn\u2019t overlook when considering upgrading your current Salesforce system. With an accurate understanding of customer data and insights<\/a> into ways you can improve your business processes, you will be better equipped for overall success in business process execution, flow and future state implementation from the start. This process can reduce the risks associated with taking on such projects by addressing issues before they become problematic down the line.<\/p>\n\n When Should You Conduct a Salesforce Assessment?<\/h2>\n
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<\/a><\/p>\nBenefits of Conducting a Salesforce Assessment<\/h2>\n
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What to Expect from a Salesforce Assessment<\/h2>\n
1. Current State Usage<\/h3>\n
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2. Future State Roadmap<\/h3>\n
How to Turn Recommendations Into Action<\/h2>\n
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Conclusion<\/h2>\n