This case study provides insights into a successful Salesforce Performance Analysis. We look forward to your feedback.
Amidst the chaos of disconnected operations and isolated systems, our client faced the complexity of understanding how each department utilized Salesforce.
The core challenge was to determine if Salesforce could serve as the unified solution they envisioned. Concerns loomed over the platform’s ability to deliver industry-specific features while staying within storage capacity limits and budget. Demanding clarity before committing to a platform-wide overhaul.
Our performance analysis acted as a guidebook, offering clarity on Salesforce’s viability. It unearthed an incorrectly configured object flooding the system with purposeless records. Addressing this would reclaim a staggering 31% of storage capacity, creating an opportunity to bring in siloed departments to utilize
Salesforce’s wide array of products.
Additionally, we identified cluttered objects and reports, recommending the removal of over 1,000 unused reports and over 50 unpopulated fields.
This case underscores the importance of expert guidance in complex system implementations. With the right support, organizations can overcome initial setbacks and achieve successful outcomes.
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