Salesforce CRM Review

Salesforce CRM Review
Ascent Business is offering a personal review of your Salesforce CRM system with recommendations for improvement. We can provide this service to you for £199 + VAT, with no extra commitments.
What is involved with a Salesforce CRM review?
A Salesforce CRM review involves an evaluation of how effective Salesforce is for your business. The review process is led by you, where you can discuss your current setup, explore opportunities for optimisation, and uncover features you may not be fully using to drive growth.

How it works
We’ll run a remote session with you over a video call to review your CRM.
We will send you a simple report with a list of recommendations about your system.
We can implement changes, optimise workflows, or resolve any Salesforce issues at an affordable price.
We discuss with you the objectives of your CRM system, and whether it’s meeting your needs.
No further commitment is required.

The review may include several steps, such as:
Identify Business Needs
The first step in a Salesforce CRM review is to understand the unique needs and requirements of your business. We identify the pain points, challenges, and opportunities related to your sales and customer relationship management processes.
Evaluating the Features and Functionality
Once your business needs are identified, the next step is to evaluate how Salesforce CRM can address these needs. We assess the features and functionality of Salesforce, including lead and account management, sales forecasting, process automation, reporting, dashboards, and integrations.
Assessing the Usability
The review of Salesforce CRM may also include an assessment of the usability of the system. We evaluate how easy it is to navigate the system, how intuitive the interface is, user adoption metrics, and whether the system is user-friendly for the way your business functions.
Analysing Data Management
Salesforce CRM allows businesses to store millions of records related to sales and customer interactions, while deduplicating records. This can be related to your specific business processes, such as the sales, sales order, or custom processes.
Reviewing the Integration Options
Salesforce CRM integrates with other Salesforce applications and third party applications. A review of your system may also include an assessment of the current integrations and further integration options which are available. This is to determine what your business actually requires.
Identify areas for improvement
Based on the evaluation of the features, usability, data management, and integration capabilities of Salesforce CRM, the review will identify areas where the system can be improved to better meet your business needs.
Want to find out more?
Client Success Stories
We are the right choice for your business
Salesforce and our customers trust us to deliver powerful, scalable CRM solutions that drive growth for your business. That is exactly what we do.
Trusted Salesforce Partner
We work closely with Salesforce to design and implement solutions that align marketing, sales, and service around a single source of truth.
Flexible & Cost-Effective
From initial onboarding to complex customisations and integrations, our Salesforce services are designed to suit businesses of all sizes and budgets.
Salesforce Experts
Our team has extensive experience across the Salesforce platform, helping our customers to unlock the full value of their CRM system.

Ready for a customised Salesforce CRM system?
Whether you’re exploring Salesforce for the first time or looking for a bespoke setup, our experts can help you.
Book an introduction call with one of our consultants.
Email us: info@ascentbusiness.co.uk
Call us: +44 (0) 121 392 8140

