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Is your Salesforce system optimized? If you are most companies, the answer is a clear no.
With 3 releases a year, an average customer using Salesforce for 3+ years is possibly up to 12 releases behind! That’s a lot of functionality your team could use to maximize your technology investment.
Most folks are so focused on running their business that rarely is there time (not to mention know-how) to proactively address how Salesforce can support their teams better. Unless companies have dedicated system stewards with strong executive sponsorship to make improvements, ongoing system optimization almost always remains on the wishlist.
For a few companies, optimization means identifying the simple changes that can quickly increase productivity and ease-of-use for end-users. More can be be done in the way of advanced metrics and process automation, using Workflow Rules, Process Builder, Flow, and Apex.
For most companies, optimization means regularly re-looking at business needs and processes, and enhancing or expanding current system functionality, data and reporting to support users, managers and the executive team.
Wherever you are in your system’s evolution and health, we can get your system from now to optimized!