Salesforce Health Check
Is your Salesforce becoming harder to manage as your business grows?
Over time, Salesforce instances often become more complex as new processes, customisations and integrations are added. This can lead to poor data quality, unreliable reporting, duplicated processes and low user adoption.
Our Salesforce Health Check provides an independent review of your Salesforce environment, including:
Configuration and customisation review
Automation and workflow assessment
Data quality and reporting review
User adoption and process analysis
Prioritised recommendations and quick wins
Outcome: A clear roadmap to simplify Salesforce, improve adoption and ensure the platform supports your business as it scales.
Salesforce Optimisation
Get more value from the Salesforce you already have.
Many businesses only use a fraction of Salesforce's capabilities. We help refine and streamline your CRM by:
Simplifying processes and workflows
Improving data structures
Enhancing reporting and dashboards
Reducing manual effort and inefficiencies
Aligning Salesforce with your operational goals
Outcome: A more efficient, user-friendly CRM that delivers better visibility and supports business growth.
Salesforce Advisory
Strategic guidance from someone who's worked both as a consultant and in-house platform leader.
Whether you're planning a new initiative, reassessing your CRM strategy or navigating business growth, Seedling Advisory provides practical advice grounded in real-world experience.
We can help with:
Salesforce roadmap planning
CRM governance and best practices
Sales process design
Reporting and KPI frameworks
Prioritising enhancements and investments
Outcome: Practical recommendations that help you make confident decisions and maximise your Salesforce investment.
Not sure where to start?
Book a complimentary 30-minute Discovery Call to discuss your Salesforce challenges and explore whether a Health Check or optimisation engagement is right for your business.