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Salesforce Consulting

Salesforce™ Maximizer Assessment

Salesforce Maximizer Assessment

Assess your Salesforce™ cloud to maximize ROI.

Has your sales process changed since you implemented Salesforce? Do you have a new sales process that needs to be automated? Is your Salesforce set up to create a user experience that improves productivity and makes the jobs easier? And lastly, are leads flowing into Salesforce seamlessly? Depending on how you answered these questions, your company may be a great candidate for the Salesforce Maximizer Assessment.

Process

Your sales team should find that Salesforce is intuitive, and the workflows and automation help decrease workload and transform their work. We can consult on best practices and evaluate ways to automate your business processes to make the Salesforce system work for you.

Salesforce Maximizer Assessment Evaluates…

  • Security
  • Sales Process
  • Adoption
  • Data
  • Resourcing
  • Licensing
  • Products
  • Leads
  • Contacts & Accounts
  • Opportunities
  • Dashboards & Reporting
  • Automation

How it Works

Backend Evaluation

Reports and evaluation in your Salesforce instance.

Discovery Meeting

Understanding how you are using Salesforce and improvements that need to be made.

Full Assessment Report

A blueprint of recommendations delivered to you.

  • Automate your sales process
  • Adoption of sales team
  • Management visibility
  • Custom object creation
  • Pipeline management
  • Best practices for reporting and opportunity tracking
  • Tracking the sales process
  • Minimize clicks for sales and service

Case Studies

Interested? Let's Talk.

Whether you have questions or you’re ready to bring your business to the next level using Salesforce, contact an expert from The Alias Group today!
Get in Touch