Salesforce tune-up

Get your Salesforce tuned up to execute your sales strategy. Prove your ROI.

Maximize your Salesforce application investment

Let RTS Labs evaluate your company’s Salesforce Org. We’ll provide a detailed analysis of your Salesforce application’s security settings, data architecture and configurations to help your company maximize its Salesforce investment.

Maximize Your Salesforce Application Investment

What we examine

Architecture and Development Review icon
Architecture & Dev Review
Business Process Review icon
Business Process Review
Scalability Review icon
Scalability Review
Application Security Review icon
Application Security Review

Salesforce technical tune-up

It starts with an in-depth analysis of your organization’s business processes, workflow, Salesforce goals and team adoption.

1. Initial application review

  • Review of business processes and Salesforce implementation.
  • Review of data requirements, data models, and classes.
  • Review of security requirements, level of access, and permissions.

Initial Application Review

2. Detailed application analysis

  • Analysis and review of Salesforce application design and architecture.
  • Analysis and review of the application inputs and outputs.
  • Conduct review of custom code for adherence to Salesforce standards.
  • Review third party applications, connectivity, and permissions.
  • Match user licenses to application functionality and business needs.
  • Conduct security check and review results.
  • Review peak usage situations, including high demand periods and scalability issues.

Detailed Application Analysis

3. Action plans

  • Application Optimization Plan with suggested object, code, screen, and process improvements.
  • Application Security Optimization Checklist with review of data access, changes to sharing, and permissions.
  • Application Licensing Plan with review of levels of licensing, changes to licensing, and savings benefits

Action Plans

Our process is simple & consistent.

Salesforce is considered by many to be the leading CRM system available. This complex piece of software is able to streamline your business.

  • We get to know you, your business challenges, and your goals.
  • We identify opportunities for improvement.
  • We help you craft your requirements.
  • We provide detailed, honest estimates we can stand by.
  • We get to work — balancing efficiency, quality, and your timelines.
  • We partner with you to keep you informed and engaged.
  • We deliver your solution on time and on budget.
  • We are here for you beyond “go live.”
Our Process is Simple & Consistent

1 in 4 Salesforce customers are challenged with user adoption

Are you the one?

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