Salesforce Audit

Are you getting maximum value from your investment in the market-leading CRM platform Salesforce?

ARE YOU USING THE POTENTIAL TO THE FULL?

A Salesforce implementation should be a catalyst for a company to continue growing. But that's not always the case.

How do we work with implementations?

Discovery

Every company has unique circumstances when it comes to implementing a CRM. We start our projects with a "Discovery" where we identify your specific challenge and conditions.

Planning

After a completed Discovery, we plan the implementation together with all stakeholders. Here we prioritise that the whole implementation team agrees on the scope and objectives for a successful implementation.

Implementation

Now we are ready to start the implementation of HubSpot. We'll take each task in turn and make sure we follow the schedule. If anything unforeseen comes up during this period, we handle it according to an agile project methodology.

Off-boarding

Once the implementation is complete, it's time for your organisation to take over and create value. We'll make sure you have the tools you need to use the system on your own. Once the project is complete, we hope you'll take the time to give us a review.

OUR SALESFORCE AUDIT HELPS YOU ENSURE THAT

Processes are optimally set up and follow Salesforce best practices

Administrative and repetitive tasks are automated

Salesforce features used to their full potential

Any adaptations are scalable and easy to maintain

Data is collected qualitatively, in the right places, with no risk of duplication.

You can monitor business-critical KPIs and metrics.

Handling of personal data in compliance with EU directives (GDPR)

You will get suggestions for concrete quick-wins for short-term value.

Maximise the value of your investment

START WITH A BASELINE ANALYSIS

It is important to understand how the platform is currently being used, what challenges you are experiencing and what vision and goals you are striving for.

ADAPTATIONS THAT DELIVER BUSINESS RESULTS

Your MA system should increase the relevance of communication and convey the right knowledge in the right channel. Omni-channel communication results in a seamless customer experience across all channels.

A clear vision produces a good result

LINK TO GOALS AND INSIGHTS

It is rarely uncommon to lack clarity on how Marketing Automation and CRM support business objectives and provide insights.

FOLLOW-UP AND ADJUSTMENTS

Clear objectives can be used as a framework to configure the platform. The solution can then be measured, evaluated and adjusted to maximise your business results.

PROCESS

Based on your current processes, we compare them with Salesforce best practices. Among other things, we evaluate whether sub-processes can be optimized and automated to unlock valuable time.

TECHNOLOGY

The CRM system should not be an enemy. We ensure that features are in place to support your users through efficiency, intuitive workflows, while complying with data retention directives (GDPR).

HUMAN

A CRM is of no use if it is not used. We start by understanding the motivation and drive of the people who will use the system.

We'd love to talk to you!

Take the next step and book a meeting with us using the form below. If you can't find a convenient time, you can always call or email us.

+46(0)8252352

hej@leadfront.com