Salesforce Assessment
Analyse and improve your current Salesforce implementation with a dedicated team of experts — and get a detailed backlog, priorities and effort estimation.
Scope and Deliverables
As-Is Analysis
- Analysis of the current org configuration and documentation
- Code review of the developed implementation
- Data-model analysis to identify issues or malfunctions
To-Be Definition
- Technical and functional definition of the target scenario
- Working sessions with key business users to gather requirements
- Solution adapted to your users' needs
Detailed Action Plan
- Prioritised list of actions, from highest to lowest risk
- Implementation roadmap comparing the proposed initiatives
- Consultancy sessions to define priorities and next steps
Project backlog with effort and cost estimation per requirement · Licensing recommendation if required · Executive summary with roadmap, costs and planning
Assessment Planning
As-Is Workshops
Discovery sessions with key stakeholders; functional and technical reviews of the main processes.
Org Analysis & To-Be
Review of recommendations to resolve current issues, with proposed developments and alternatives.
Preliminary Results
Initial view of the health-check highlights, action plan and feedback round.
Final Presentation
Detailed backlog review, project planning and Q&A to close the assessment.
Other Accelerator Packs
See the full catalogueSalesforce Assessment, answered.
The questions buyers ask before committing to this pack.
How much does the Eksido Salesforce Assessment cost?
The Eksido Salesforce Assessment is free. There is no cost and no commitment, and if the honest answer is that your own team can fix what we find, the backlog will say so.
How long does a Salesforce assessment take?
The Eksido Salesforce Assessment takes 2 to 3 weeks and includes four working sessions with your team.
What do I get at the end of the assessment?
You get a prioritised project backlog with effort and cost estimated per requirement, an implementation roadmap, an executive summary with costs and planning, and a licensing recommendation if you need one.
Do I have to buy an implementation afterwards?
No. The Eksido Salesforce Assessment is free and carries no commitment. It also tells you which of the eight Accelerator Packs fits your situation, if any does.
Start with the free assessment.
Two to three weeks, four working sessions with your team, and you get:
- A prioritised backlog with effort and cost per item
- An implementation roadmap and executive summary
- A licensing recommendation, if you need one
- A clear view of which pack fits, if any does
No cost, no commitment. If the honest answer is that your own team can fix it, the backlog will say so.