Why the Powerful Salesforce Ecosystem Still Needs a Health Check from TechTorch
Our client, a leader in commercial excellence, relies on Salesforce for its comprehensive lead-to-cash capabilities, spanning marketing, sales, CPQ, billing, and support functions. Salesforce’s flexibility allows for extensive customization, but this often results in challenges when customizations aren’t well-architected, documented, or aligned with business needs. As a result, businesses frequently need a clear view of their Salesforce ecosystem’s current status, especially during times of major transformation.
Our client has faced this need during strategic shifts, such as introducing AI agents into the sales process, incorporating subscriptions into their business model, and executing acquisitions or digitization efforts. In these moments, they sought to gain a precise understanding of their Salesforce implementation and the costs associated with its maintenance.
Challenges of Salesforce Ecosystem Healthcheck
The client encountered specific challenges with their Salesforce setup:
- Misaligned Customizations: The flexibility of Salesforce led to misaligned customizations that didn’t fully support evolving business requirements.
- High Maintenance Costs: Ongoing costs to maintain and update their Salesforce environment, whether through internal or external teams, were high.
- Limited Insights During Transformation: Strategic changes, such as adding AI, shifting business models, and managing acquisitions, were hampered by limited visibility into Salesforce’s alignment with current business goals.
Benefit of Salesforce Ecosystem Healthcheck
To address these challenges, our client leveraged the TechTorch Salesforce Healthcheck Accelerator, a solution that assesses Salesforce health in just 3-4 weeks. Using a combination of in-depth analysis, AI-powered diagnostics, and targeted business workshops, the Healthcheck Accelerator offered a comprehensive view of their Salesforce ecosystem.
Results of Salesforce Ecosystem Healthcheck
With TechTorch’s Healthcheck Accelerator, our client achieved impactful results:
- Significant Cost Savings: The Healthcheck provided insights that helped cut costs on custom-built services, eliminating months of work typically required.
- Enhanced Alignment: The business gained a Salesforce setup that better aligns with current and future requirements, ensuring smoother transitions during strategic changes.
- Improved Operational Efficiency: The automated diagnostics and streamlined analysis minimized time and resource demands, allowing teams to focus on high-priority tasks.
Conclusion
TechTorch’s Salesforce Healthcheck Accelerator enabled our client to gain a clear, comprehensive understanding of their Salesforce ecosystem. The combination of automation, strategic diagnostics, and in-depth analysis positioned their Salesforce implementation to support ongoing business evolution and cost-effectiveness. This proactive approach has empowered the client to navigate transformations more smoothly, drive productivity, and maximize ROI in a rapidly changing market landscape.
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