Salesforce Health Check

Performing a Salesforce Health Check is an important best practice to ensure you are getting the most out of your CRM investment. Get insights and recommendations to advance your Salesforce Org. from our experts.

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EMPAUA Salesforce Solution

Review and update your Salesforce Org.

  • A Health Check allows you to ensure Salesforce is running optimally, find use cases for unused features, as well as review the current technical implementation and processes. 
  • Salesforce Health Checks are designed to analyse your current setup and find recommendations, which can be discussed as part of a recommended follow-up workshop and implemented in-house or with a Salesforce Partner's assistance
EMPAUA Salesforce Solution

Get a free Salesforce Health Check: What do we offer

  • 1 Discovery Call: Tell us what your needs are and we will set Timelines.
  • 1 Technical Analysis: our Salesforce experts will make sure that your Salesforce Org is reaching its optimum potential.
  • 1 Workshop: you can choose between a free Complementary Workshop or a Full Workshop. 
  • 1 State of Work (Sow): we will give you a full report with recommendations for improvements in efficiency and productivity in order to show you opportunities to make your business scale and grow.
EMPAUA Salesforce Solution

Your Salesforce Health Check in Simple Steps

We will dive deep into your business, and then into your Salesforce Org to make sure you are maximising your system. This isn’t only about your technical setup, but also how your specific industry is meant to use Salesforce and how you can get the most out of it.

  1. We will organise workshops with key stakeholders inside your business to analyse your current situation, pain points and goals.
  2. We will provide a technical analysis of your Salesforce Org, ensuring you have kept up-to-date with releases and everything is running according to best practice.
  3. All of our findings will be put into a detailed document, providing our recommendations, solutions, and estimations for all elements. This includes the product, feature, and process recommendations.
Salesforce Org. evaluation

When you run a Salesforce Health Check, you get the benefits your business needs

EMPAUA Salesforce Solutions

Identify growth opportunities

Our team of Salesforce consulting experts and Salesforce developers will provide valuable insights and recommendations to advance your Salesforce organisation. Get the process, performance and adoption insights that you need for your organisation.
EMPAUA Salesforce Solutions

Detailed State of Work (Sow)

Get a full report with recommendations for improvements in efficiency and productivity to show you opportunities to make your business scale and grow.
EMPAUA Salesforce Solutions

Update your Salesforce instance

Bring your system up to speed with your evolving requirements and Salesforce’s latest features. Our Salesforce experts will make sure that your Salesforce Org is reaching its optimum potential.
EMPAUA Salesforce Solutions

Take care of your investment

Ensure you are maximising your Salesforce investment so you can make smarter and faster decisions

Thanks to the support of EMPAUA and their extensive knowledge, we could finish the implementation on time and on budget

EMPAUA - quotation marks icon
Martin Fichter, COO

Our Salesforce solutions enhance the way organisations operate

Why EMPAUA

We have what you need. Our stellar team of consultants, analysts and developers is here to take your business to the next level.

1.3K+
Projects
1.1K+
Customers
4.9
CSAT score
250+
Salesforce Certifications
6
Offices
Unique Approach

EMPAUA's Methodology

1. Discovery

We understand your vision and goals with a comprehensive discovery phase, and aim to embed ourselves in your business.

2. Design

Roadmap of how your Salesforce solution will align with, and optimise your business processes to achieve your short-term and longer-term objectives.

3. Develop

Iterative and continuous development that delivers value quickly, with our approach ensuring quick wins are identified and achieved.

4. Deploy

Our partnership continues post go-live, as we move onto future phases. Constant review of priorities to ensure your Salesforce solution is evolving in line with your vision.

Salesforce Consultancy

Our Process

Salesforce Consulting EMPAUA

Discovery call

Have a first call with our representatives and Salesforce adviser to discuss your business challenge, expectations and goals.
Salesforce Consulting EMPAUA

Workshop

Let's deep-dive into your business needs. We will provide the option to have a workshop, so we can work on a comprehensive statement of work.
Salesforce Consulting EMPAUA

Project Kick-off

Using our Agile methodology approach, we will start your project including a buiding and a testing stage.
Salesforce Consulting EMPAUA

Training

Our team of experts will provide training and successfully work on the roll-out of your projects.
Salesforce Consulting EMPAUA

Adoption

Success! Now you can go live.
Salesforce Implementation

Our Process

Salesforce Consulting EMPAUA

Project kick Off & Requirements gathering

Salesforce Consulting EMPAUA

Configuration & Setup

Salesforce Consulting EMPAUA

Data migration

Salesforce Consulting EMPAUA

User Adoption

Salesforce Consulting EMPAUA

Project management, QA & Deployment

Salesforce Consulting EMPAUA

Post go-live support

Salesforce Managed Services

Methodology

Salesforce Consulting EMPAUA

Review Objectives and Requirements

Salesforce Consulting EMPAUA

Measuring first response SLAs

Salesforce Consulting EMPAUA

Engaging with neccessary skill set, topic expert and confirming requirements

Salesforce Consulting EMPAUA

Best Practice configuration

Salesforce Consulting EMPAUA

Quality Assurance and UAT

Salesforce Consulting EMPAUA

Deployment and post-deployment support

Strong business growth begins with the right partners

Delivering the right support for our clients' success starts with the right partners

Clients are at the heart of our business. We’ve worked with more than 14 unicorns companies in Europe and exciting enterprises from some of the fastest growing industries in the world.

See our partners

Our company

Why choose EMPAUA?

EMPAUA is a European digital consultancy with offices in Germany, Switzerland, the UK and Spain. EMPAUA leverages the Salesforce platform to help businesses progress to the next level. With over 1300 customer projects completed in just 6 years, EMPAUA offers generalist business process experience, as well as in-depth industry knowledg.

EMPAUA Salesforce Solutions

Experience

Having gone through the start-up phase of a company ourselves, we have experienced the problems and challenges that fast-growing companies face first-hand. With a combined total of 100+ years of Salesforce experience, we’ve delivered almost 2 thousand projects.

Customers
EMPAUA Salesforce Solutions
EMPAUA Salesforce Solutions

Cloud Experts

Our Salesforce expertise is reflected in the quality of our methodology and deployment. We have a team of experienced professionals ready to make your business a success. Our implementation is fast, effective, and reliable because we are a one-stop shop.

Services
EMPAUA Salesforce Solutions
EMPAUA Salesforce Solutions

In-depth Industry Knowledge

We understand the key challenges that each industry faces, and our qualified team is here to tackle them with you.

Industries
EMPAUA Salesforce Solutions
EMPAUA Salesforce Solutions

Culture

We love how diverse our company is! Our team is composed of 14 nationalities working under the concepts of self-management and is always committed to driving change and making an impact.

About us
EMPAUA Salesforce Solutions
Resources

EMPAUA & Accounting Seed facts sheet

Accounting Seed provides a full 360-degree view of your business’ performance to help you and your team make the best decisions possible. Download our Accounting Seed and EMPAUA facts sheet today to learn more.

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EMPAUA Salesforce solutions and implementations
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