Overview
Maximize your Salesforce efficiency with Fostering’s Salesforce Optimization Review managed service plan. Our tailored service leverages the Salesforce Optimizer tool to deliver customized insights and actionable recommendations that drive success for your organization.
Service Description
Salesforce is a powerful tool, and with Fostering's Salesforce Optimization Review, you can ensure it is operating at peak performance. Our service provides a thorough analysis of your Salesforce instance, identifying quick wins and strategic recommendations to enhance your business operations.
What We Do
- Salesforce Optimizer Run: We begin by running the Salesforce Optimizer (SFO) to gather detailed insights into your Salesforce instance.
- Internal Report Review: Our team reviews the SFO report to pinpoint quick wins and tailor recommendations specifically for your organization.
- Client Collaboration: We meet with you to walk through the SFO results, discussing each item and determining if you would like Fostering to take actions to resolve the items.
Cost
$1,500 per optimization review
Frequency
Salesforce recommends running Salesforce Optimizer as part of your monthly maintenance, before installing a new app, before each Salesforce release, or at least once a quarter. As such, this service is offered as an annual subscription with four optimization reviews allotted each year. By default, optimization reviews are performed quarterly. However, you can opt for a review to be performed at any time, as long as you haven’t already used all four of your allocated reviews.
How It Works
- Initial Consultation: Contact our team to schedule an introductory meeting. Your dedicated Account Manager will guide you through the process, explaining the benefits and steps involved in the Salesforce Optimization Review.
- Run Salesforce Optimizer: Our team runs the Salesforce Optimizer, generating a comprehensive report of your Salesforce instance’s performance and areas for improvement.
- Review and Plan: Our team reviews the Optimizer results, creating a strategic plan to address identified opportunities and issues.
- Meet and Review: We schedule a meeting with you to discuss the Optimizer results. During this meeting, we review the findings, and you decide on the actions Fostering will take to improve your Salesforce environment.
- Action Implementation: If you opt for Fostering to handle the implementation, we draft a new agreement outlining the scope and cost of the necessary actions, ensuring your Salesforce instance is optimized for maximum efficiency.
Why Choose Fostering?
- Client-Centric Approach: We prioritize understanding your organization's unique needs and tailor our recommendations accordingly.
- Collaborative Process: Work closely with a dedicated Account Manager, ensuring transparency and alignment with your goals.
- Proven Results: Benefit from our expertise and join the satisfied clients who have seen increased efficiency, productivity, and ROI with Fostering's guidance.
Get Started Today!
Empower your organization with a finely-tuned Salesforce instance. Contact Fostering today to start maximizing your Salesforce investment with a Salesforce Optimization Review.