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SAVE $2500 on FREE Salesforce CRM Health Check
Make Data-Driven Sales Decisions with
An Optimized And Healthy Salesforce CRM
Benefits of Our FREE Salesforce Health Check
According to average Salesforce users, 20% data is no longer relevant, 90% of data is incomplete, 80% of data is not useful and 40% users are unable to use CRM data.
Data Integrity
Ensure data is clean, complete, consistent & reliable
Enhanced User Adoption
Tailored adoption strategies and expert training sessions.
Peak Productivity
CRM increases sales team efficiency & performance
Enhanced Security
Protect your leads and
customers data.
Customer
Loyalty
Improve retention with insightful strategies.
Seamless Communication
Foster inter-departmental data harmony.
Precise Forecasting
Accurate sales projections and reports, every time.
Robust Sales Pipeline
More SQLs, better lead nurturing, and increased sales figures.
Swift Sales Cycles
Reduce long sales cycles
FREE Expert Insights
Blueprint action plan and prescriptions to overcome challenges
Elevate Your Sales with DTC Force’s Salesforce CRM Health Check
95% of our IT clients reported these improvements within the first two quarters after getting our FREE Salesforce CRM health check along with utilizing our paid solutions and expert recommendations .
User Adoption By 40%
Sales Efficiency By 200%
Improved Leads By 20%
Increased Sales By 25%
Customer Support By 25%
Customer Retention By 30%
8 Signs Your Salesforce CRM Needs a Health Check
Diminishing User Adoption
Is your team hesitant or resistant to use the system? They might be encountering user-unfriendly features
Bad Data Quality
Outdated, duplicated, soiled, redundant, or incomplete data can clog your CRM's efficiency.
Unreliable Reports
Inconsistent sales forecasting and data reports? It's a red flag of Salesforce incompetency
Data Vulnerabilities
Concerns over data backup, import/export, storage, or overall security should never be overlooked.
Lacking Features
Missing functionalities and features can cripple your sales operations.
Complex Usage
If your system feels more like a puzzle than a tool, it's time to reassess.
Technical Issues
Technical issues can disrupt the seamless operation of your CRM, affecting user trust.
System Slowdown
Slow processing can hinder productivity, leading to missed opportunities.
Don’t let these symptoms fester; they can critically impact your sales department’s efficiency and productivity.
What’s included with our FREE Salesforce
CRM health check report
Here’s what you’ll get when you book our FREE Salesforce CRM health check
Comprehensive Data Insights
Data Analysis
Our experts will perform data analysis and validation process
Cleanup Overview
Identify cluttered or redundant data affecting system efficiency.
Improvement Roadmap
Tailored recommendations to refine and optimize your data management.
Salesforce Workflow Insights
Workflow Analysis
An in-depth review of your Salesforce CRM workflows to identify gaps.
Integration Points
Pinpoint key areas where integration can enhance system efficiency.
Custom Functionality Opportunities
Discover potential custom features to elevate your CRM experience.
Tailored Enhancements
Customization Scope
Highlight areas that could benefit from specific customization.
Expert Suggestions
Harness the knowledge of seasoned experts to streamline operations.
Recommendations & Prescriptions
Actionable steps to foster clean data, better workflows, automation, and user adoption.
Safety First
Security Health Review
Assess and ensure your Salesforce is fortified against potential threats.
Configuration Check
An overview to ensure your setup aligns with best practices.
Why choose us?
95% of Our Clients Reported increased Sales efficiency by upto 200%, Customer service by 25% and Customer retention by 30% within the first quarter after getting our FREE Salesforce CRM health check.
Voices of Success:
Hear From Some Of Our 300+ Satisfied Clients
DTC did great work, they felt like part of our team while working on the project. Their health check helped us step back and see the 50,000-foot view, and scoped everything out zooming in on the implementation. We could not be happier with the results of our project. We would recommend them to anyone for highly skilled customer-focused assistance with Salesforce implementations
Beginning to end, DTC Force and their team were amazing to work with. Before their Intervention, our sales team struggled with fragmented data, complex system and inconsistent sales processes, Now, we have a seamless, integrated system. They were able to analyze our current circumstance, provide the best solutions for moving forward, and execute the entire scope seamlessly.
I had worked on a Salesforce build with another company, they left it incomplete & in an unusable state of disarray. DTC Force took on the project after a detailed Salesforce health check, revamped it and completed it with great knowledge and efficiency. I have worked with them to make further improvements and plan to under go another major project with them in the New Year.
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Ready to Revolutionize your Sales Operations?
Let’s secure your valuable Salesforce investment and demonstrate how to unleash its full potential to maximize returns
Frequently Asked Questions
Salesforce CRM health check is a comprehensive analysis of your CRM system, designed to identify inefficiencies, redundancies, and other potential issues. For a sales department, it ensures that the CRM is functioning optimally, leading to more accurate sales forecasts, better lead management, and increased sales efficiency.
Bad data syndrome refers to the presence of outdated, duplicated, or incorrect data in the CRM, these issues can drastically reduce the sales department’s efficiency, leading to missed opportunities, inaccurate reports, and decreased revenue.
Low user adoption means that not many users are actively using or engaging with a new system or tool that’s been introduced.
- It ensures that the investment in Salesforce Sales Cloud is fully utilized.
- Accurate and complete data entry improves decision-making.
- Collaboration and productivity increase when everyone uses the platform.
- Processes and workflows function as intended.
DTC Force employs a combination of advanced tools, expertise, and customized strategies. We cleanse your CRM data, ensuring it’s accurate and relevant. Additionally, we provide tailored training and support to enhance user adoption, ensuring that your team fully leverages the CRM’s capabilities.
- Regularly clean and update data.
- Use validation rules to ensure data accuracy.
- Train users on proper data entry.
- Integrate with reliable data sources.
- Monitor and address duplicates.
A health check ensures that your CRM system is in its prime. This means accurate data, streamlined workflows, and optimized functionalities, all of which directly benefit the sales team by boosting productivity, shortening sales cycles, and improving lead conversion rates.
- Accurate and complete data entry improves decision-making.
- Collaboration and productivity increase when everyone uses the platform.
- Customize Processes and workflows improves productivity, efficiency and growth
Not investing in a health check can lead to inefficiencies, data redundancies, missed sales opportunities, and a decrease in CRM ROI. For the sales team, this translates to longer sales cycles, decreased customer satisfaction, and reduced revenue.
Our track record speaks for itself! With successful Salesforce implementations in hundreds of companies and a high satisfaction rate among clients, DTC Force is the partner you need for CRM success. We’re not just consultants; we’re your Salesforce champions.
You can expect a detailed analysis of your Salesforce CRM current state, expert recommendations on improvements, and an action plan tailored to your business needs. Our health check aims to set your CRM and sales team on the path of maximized efficiency and success.
To maximize the benefits of Salesforce CRM
- Regularly train the team on its features and best practices.
- Customize the platform to fit the team’s specific needs.
- Use analytics and reports to drive sales decisions.
- Integrate with other tools to enhance functionality.
- Encourage feedback and make necessary adjustments based on user input.
