Salesforce Health Check
Over time, many Salesforce instances grow organically as new processes, customisations, and integrations are added. While these changes often solve short-term needs, they can gradually introduce complexity that slow the team down, reduces data quality, and makes reporting less reliable.
The Salesforce Health Check reviews on several key areas such as configurations, automation, reporting, data structure, and user adoption. The goal is to identify practical improvements that simplify processes, improve clarity, and ensure Salesforce continues to support your organisation as it grows.
Optimisation
CRM Optimisation focuses on refining the way Salesforce supports daily operations. This includes reviewing workflows, simplifying process steps, improving data structures, and ensuring reports provide meaningful insights for decision-making.
By reducing unnecessary complexity and improving usability, CRM Optimisation helps ensure Salesforce remains a valuable operational tool as your organisation continues to expand.
Advisory
Advisory services provide strategic guidance on how Salesforce can best support sales operations, customer management, and business performance.
Seedling Advisory works alongside organisations to help make thoughtful recommendations on system direction, new initiatives, while ensuring the platform continues to support effective collaboration, clear visibility into performance, and the operational needs of a growing organisation.