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.
What we examine
Architecture & Dev Review
Business Process Review
Scalability Review
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.
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.
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
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.”
