CRM is the most powerful technology for your business’s digital transformation journey. The Stellaxius Salesforce Assessment ensures you have the proper governance, skillset, and focus on maximising the benefits of your platform. We thoroughly analyse and understand your internal processes to boost your adoption and better exploit your Salesforce competitive edge.
We prioritise the quality of delivery and the relationship with our clients, so our appraisal process is a hands-on and in-depth examination of business, people, and how to improve your CRM solution.
Diagnosis
Ensure Salesforce is fully functional, meeting business needs, and ready for growth.
Boost
adoption
Understand your Salesforce adoption levels, comparing against expectations and industry standards.
Simplify architecture
Identify and map IT stack improvements with Salesforce as the key tool to run the business.
Maximise ROI
Reevaluate the business case and the relevant KPIs to assess return on investment.
Understand your business
We will work with the project sponsors to understand the vision for Salesforce and how it links to the company organization and business model - examining documentation, identifying the key areas and stakeholders within the company that are related to Salesforce and understanding how they work together. It will allow us to plan in detail the approach for the audit activities.
Perform functional audit
We will apply our joint knowledge and gather all the relevant inputs about processes, functions, KPIs and data points that enable the business to execute. We use our Salesforce expertise and best practices, engaging with key business area stakeholders and paying attention to cross-func-tional processes and how these are being owned and managed
Perform technical audit
We will assess your level of standardization and functional and technical skills. The output of our health check will be a set of recommendations and a roadmap to improve usability and performance. We will validate the architecture, check for technical debt, recommend changes, and provide change accelerators.
Document & recommend
We will then create documentation, listing all the findings and recommended actions to improve the current processes and systems. We will discuss these with your key stakeholders and decide together how they can be placed against a prioritization matrix. Based on this matrix, we will build a high-level roadmap to implement the recommendations.
Stellaxius is highly qualified and values the growth and development of its squad. This knowledge and continuous monitoring of all Salesforce and project management innovations by certifications (over 250), releases (3 times a year) and techniques guarantee the dream team for your project. The appraisal process involves a specialized cross-functional team of professionals with more than 15 years of experience in the Salesforce ecosystem. Therefore, by engaging in a Salesforce Assessment with us, you can expect:
Industry and product expertise.
Fast quick-wins implementation.
The implementation of processes and tools that help you tackle future challenges.
Higher return on investment (ROI) and end-customer satisfaction.
We are experts in simplifying CRM, with a seamless digital transformation process that fits your business needs.
