How is your company feeling today?

Our experts will review your Salesforce setup to identify potential risks, security breaches, inefficient infrastructure, and uncover new opportunities for growth. We’ll help ensure your system works at its best!

Get a Free Health-Check

Let's Get You Set Up!

We’re excited to connect you with our expert Salesforce Health-Check specialist.
Please provide some details so we can ensure the best experience for you and your business.

You might feel a little pinch

But it will make your company better

Here’s a step-by-step look at our process. From the initial discovery call to the final diagnostic report, we carefully assess your Salesforce setup to identify challenges, improve efficiency, and unlock growth opportunities.

02

System Review

Assessment of workflows, integrations, security, adoption, and data architecture.

03

Diagnostic Report

Summary of key findings, including risks, areas for improvement and potential ROI opportunities.

04

Action Plan Recommendations

Tailored recommendations to optimize your Salesforce setup.

Misalignment with Best Practices and Security Standards

Salesforce setup doesn't follow current best practices or security protocols, creating risk and limiting long-term scalability.

Inconsistent Data and Unstructured Workflows

Duplicate records, missing data, and non-standard processes reduce reliability in reports and slow down operations.

Low User Adoption

Teams often avoid using Salesforce when it feels unintuitive, or disconnected from their daily work. Common barriers include confusing interfaces, lack of training, or a setup doesn’t match their needs.

Underutilization of Salesforce Capabilities

Businesses frequently use only a small portion of what Salesforce offers - missing out on automation, AI tools, advanced analytics, and integrations that could boost productivity and growth.

WHY YOU NEED IT

Benefits of Health-Check

A Salesforce Health Check is a powerful opportunity to uncover inefficiencies, reduce risks, and identify areas for growth. By optimizing your Salesforce environment, you can boost performance, streamline operations, and ensure your system supports your business goals. Don’t miss the chance to turn your CRM into a true driver of productivity and profitability.

Enhanced Data Quality & Reporting

Improve decision-making with cleaner data, standardized processes, and more reliable dashboards.

Clarity & a Roadmap for Improvement

Gain clear visibility into misconfigurations, outdated setups, and misaligned processes - then receive a prioritized, actionable roadmap tailored to your business needs and industry best practices..

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Improved User Experience & Adoption

Optimize your Salesforce environment to better support users, increase engagement, and reduce reliance on manual workarounds.Thursday, May 1st

Stronger Security & Compliance

Ensure your org follows industry standards, with safeguards in place to protect data and reduce risk.

Who Can Apply for a Salesforce Health Check?

Our Salesforce Health Check is designed for businesses looking to optimize their CRM performance. Whether you're a small startup or a large enterprise, our insights can help you unlock your full potential.

You're planning a change - growth, upgrade, or reorganization.
Before expanding your team, integrating new tools, or scaling operations, it’s crucial to ensure Salesforce can support your next move.

You’re experiencing issues with your current setup.
Concerns about data quality, inefficient workflows, or the quality of work from your current Salesforce resource are signs it’s time for a second opinion.

Your team is stuck in manual processes and inconsistent operations.
Reliance on workarounds and a lack of standardization are holding your business back and creating unnecessary inefficiencies.

You’re in a leadership role and frustrated by poor data quality or slow CRM adoption. Inaccurate reports and low user engagement are making it harder to get clear insights and drive informed decisions.

Take a Free Health-Check

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If you’ve got some question...

Here are some common questions about our Free Salesforce Health Check service.

What is an health check?

A Salesforce Health Check is a comprehensive evaluation of your Salesforce setup. Our experts review your configuration, data quality, automation, and security to identify areas for improvement. This process uncovers hidden inefficiencies, reduces risks like poor data integrity, low user adoption, security gaps, and technical debt - and ensures your system is aligned with business goals. The result: a clear roadmap to maximize your investment and streamline operations.

Who should participate?

Any organization using Salesforce can benefit from a health check. Whether you're a small business or a large enterprise, our service is designed to uncover inefficiencies. If you're looking to optimize your Salesforce experience, this health check is for you.

Is it really free?

Yes, our Salesforce Health Check is completely free of charge. We believe in providing value upfront to demonstrate our expertise - no hidden fees, no commitments. However, Bkonect reserves the right to review applications and may choose not to offer the Health Check in all cases.

How long does it take?

The Health Check requires about 2 hours of your time - including a brief discovery call and a follow-up session to review our findings. After the initial call, Bkonect completes the full analysis within 5 business days, delivering clear, actionable recommendations to help you improve your Salesforce setup.

What do I need?

All you need is access to your Salesforce account during the health check. It’s helpful to have key stakeholders available to discuss specific challenges. Our team will guide you through the process seamlessly.

Ready to get more out of your system?

Unlock your Salesforce potential with our expert health check—book your free assessment now!

Book a Free Health-Check