6 Reasons to Conduct a Salesforce Health Check with our Trusted Custom Solutions

vigneshe43 5 views 10 slides Oct 22, 2025
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About This Presentation

Salesforce can face performance issues and inefficiencies over time. This guide, “6 Reasons to Conduct a Salesforce Health Check” by Minuscule Technologies, explains why regular health checks are vital to keep your CRM secure, efficient, and aligned with business goals. It highlights how fixing ...


Slide Content

6 Reasons to Conduct a Salesforce Health
Check with Our Trusted Custom Solutions

Salesforce is essential for managing
customer relationships.
Over time, inefficiencies, security risks, and
performance bottlenecks may
accumulate.
Objective: Highlight the critical reasons for
conducting regular Salesforce Health
Checks to ensure optimal performance
and security.
Introduction www.minusculetechnologies.com

1. Pinpoint Performance Issues
Symptoms: Slow page loads, data delays,
workflow bottlenecks.
Causes: Inefficient reports, complex
customizations, automation errors.
Impact: Reduced user experience and
productivity.
Action: Regular health checks identify and
resolve performance issues.www.minusculetechnologies.com

2. Strengthen Security and
Safeguard Data
Risks: Sensitive customer data at risk.
Focus: Review user permissions, data-
sharing rules, and encryption.
Compliance: Ensure adherence to GDPR,
PCI-DSS.
Outcome: Enhanced data protection,
minimized vulnerabilities.www.minusculetechnologies.com

3. Refine Customizations and
Settings
Challenges: Misaligned user access, inefficient
configurations.
Objective: Review custom fields, objects,
layouts.
Benefit: Improved system efficiency and
business process alignment.
Result: Streamlined and effective Salesforce
setup.www.minusculetechnologies.com

4. Enhance User Adoption and
Engagement
Indicators: Low engagement, underutilization
of Salesforce features.
Factors: Complex interfaces, inadequate
training.
Solution: Health checks assess adoption,
identify usability issues.
Goal: Improve user satisfaction, maximize
Salesforce value.www.minusculetechnologies.com

5. Optimize Data Quality and
Accuracy
Issues: Duplicate records, outdated data,
inconsistencies.
Tools: Data.com, Duplicate Check for quality
assessment.
Importance: Accurate data ensures reliable
reporting and decision-making.
Benefit: Enhanced data integrity and
informed strategies.www.minusculetechnologies.com

6. Maximize Return on Investment
(ROI)
Challenges: Underutilization of features,
inefficient processes.
Approach: Identify and optimize Salesforce
features.
Outcome: Streamlined operations, cost reduction,
productivity increase.
Result: Achieve a higher ROI from Salesforce
investment.www.minusculetechnologies.com

Why Choose Minuscule Technologies for
Salesforce Consulting with Health Check?
Certified Salesforce Experts: In-depth experience with various
Salesforce modules.
Tailored Solutions: Custom solutions aligned with your unique
business needs.
Proven Success: Successful implementations across diverse
industries.
Full-Spectrum Services: From health checks to ongoing
support and optimization.www.minusculetechnologies.com

Contact us
www.minusculetechnologies.com
[email protected]
United States | India | Malaysia
24044 Cinco Village Center
Boulevard #100, Katy, TX 77494,
United States
+1 (281)371-6080
Minuscule Technologies