Enhancing Salesforce for Company Growth: Your Partners in Optimization
It's true: over half of Salesforce implementations fail to reach their full potential. So, even if your operations team has implemented a Salesforce system, it might not be maximizing its benefits—whether due to low user adoption, untapped features, or rapid company expansion. Consequently, you may spend unnecessary time on manual data entry, grapple with system performance issues, and experience a subpar return on investment—resulting in Salesforce falling short in guiding informed financial decision-making for your business.
Enter: CFOsquared's Salesforce Health Check experts.
While CFOsquared offers comprehensive Salesforce implementation support, sometimes a full suite of services isn't required. If your operations team has already implemented Salesforce but needs assistance with optimization, CFOsquared's Salesforce Health Check is the solution. While we serve public and privately-owned companies, a Health Check could be particularly crucial for PE-backed companies needing a fully functional system to expedite the close process, reduce reporting time, and meet sponsors' frequent metrics requests.
HOW IT WORKS: We'll start by conducting a thorough assessment of your current state configurations, customizations, and reporting capabilities (including Record-to-Report and Integrations). Then, we'll pinpoint system errors or gaps and recommend improvement opportunities—ultimately devising a roadmap toward an optimized future state.
Our Salesforce consultants possess a unique blend of technological expertise and accounting acumen; having optimized numerous Salesforce systems, we understand the end-user perspective. We'll evaluate your system within 2-4 weeks for visibility, scalability, and best practices to drive business expansion and acceleration. We will:
We'll gather information and identify key stakeholders for Salesforce system discussions and review.
We'll facilitate end-to-end Salesforce workshops with key stakeholders and follow up on any outstanding queries.
We'll document current state observations—evaluating Salesforce Data structure and dimensionality and reviewing business data flows—and determine future state recommendations.
After synthesizing observations, our team will develop a roadmap and timeline for all improvement initiatives (including Salesforce dependencies).
We'll outline priority initiatives with incorporated requirements and review this outline with your team and other necessary parties.
Once all initiatives are finalized, our team will implement them. With your optimized system, you'll harness the full capabilities of Salesforce to empower your finance team and drive value creation