CRM Health Check 

Let our experts provide insights and recommendations to advance your Salesforce Platform

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A Micado Health Check is a ​full report on your business with recommendations for improvements in efficiency and productivity in order to scale and grow your business. Our Salesforce experts will make sure that your Salesforce Org is reaching its optimum potential.​​

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Micado can help you understand your data to set you up for success 

Bad data can hold your business back and keep from maximizing your competitive advantage through:​

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  • lost revenue 

  • missing or inaccurate insights 

  • wasted time and resources 

  • inefficiency 

  • slow info retrieval 

  • poor customer service 

  • reputational damage 

  • decrease adoption by reps

Healthy business data sets a company up for success and lets you: 

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  • Plan and align territories better 

  • score and route leads faster 

  • gain account insights 

  • increase efficiency 

  • retrieve the right information fast 

  • build trust with customers 

  • increase adoption rate by reps 

  • identify cross-sell and upsell opportunities 

Go from

to

Health Check Steps

1.

Sign up for a

Health Check

Send us your contact details and we will get in touch to book a health check for you 

2.

Determine the Scope of Health Check

We will discuss with you the intentions of your health check and pay special attention to specific areas of concern. 

3.

We conduct the Health Check

we analyse your data and determine weather it is being used to its optimal potential 

4.

Receive your Report & Recommendations

You receive a report on your businesses data health as well as recommendations for improvement and proposed solutions.