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With years of experience and a deep understanding of Salesforce, we can help you:

  • Unaligned Business Needs: Assess business requirements and compare to current Salesforce implementation. Bridge gaps with customizations, integrations, or third-party apps.
  • Low User Adoption: Develop a comprehensive user adoption plan with training, communication, and incentives. Monitor adoption metrics and adjust as needed.
  • Implement Security and Compliance: Salesforce provides powerful security features. Implementing these features will help ensure that customer data is secure and protected from malicious activities.
  • Underutilized Features: Conduct a feature utilization audit, identify unused features, and implement them with user training.
  • Misaligned Development: Establish clear communication between business and development teams. Align development priorities with business needs and regularly review. Encourage collaboration for full utilization of Salesforce.
  • Create an Effective Data Structure: A well-defined data structure helps maximize Salesforce’s scalability and flexibility, making it easier to adjust to changing business needs.

Assessment Activities by Phase

  • Solidify Scope
    and Timeline

    Planned Activities

    • Review and agree upon the scope of the engagement
    • Identify the required client resources and estimated time commitment
    • Create timeline of tasks and owners
    • Schedule interviews and workshops
    • Validate expected outcomes
  • Review Salesforce Environment &
    Existing Documentation

    Planned Activities

    Provide CriticalRiver with the following technical documentation
    • System architecture including integrations
    • DevOps process
    • Development guidelines
      • Salesforce Optimizer Report
      • Salesforce Health Check Report
    • Support issues
    • Open issues log
    Provide CriticalRiver with the following functional documentation
    • End user training guides
    • Enhancement request list (current roadmap)
    • Any documentation on current user pain points
    • Guiding principles documentation
    • Business objectives and goals
    • Key business reports and KPI’s
    • Business process documentation
  • Conduct Interviews and
    Workshops

    Planned Activities

    • Conduct interview scheduled during Solidify Scope and Timeline Phase
    • Conduct Workshop scheduled during Solidify Scope and Timeline Phase
    • Conduct follow ups from interviews and workshops
    • Document outcomes from interviews and workshops
  • Analyze Inputs

    Planned Activities

    • Review documentation and identify gaps, trends, etc.
    • Review findings from technical environment assessment
    • Review findings from interviews and workshops
  • Readout of Findings and
    Recommendations

    Planned Activities

    • Generate recommendations from analysis
    • Create readout deck
    • Present findings and recommendations
    • Create prioritized roadmap of features and enhancements needed
    • Select one roadmap item and create required user story
    • Salesforce maturity ranking
    • Identify next steps
  • Implement
    User Story

    Planned Activities

    • Design the solution based upon the user story
    • Develop and groom user story in sandbox based upon the user story details
    • Create and execute test test cases for user story based upon acceptance criteria
    • Document and review code
    • Support user acceptance testing
    • Deploy

Planned Activities

  • Review and agree upon the scope of the engagement
  • Identify the required client resources and estimated time commitment
  • Create timeline of tasks and owners
  • Schedule interviews and workshops
  • Validate expected outcomes

Planned Activities

Provide CriticalRiver with the following technical documentation
  • System architecture including integrations
  • DevOps process
  • Development guidelines
    • Salesforce Optimizer Report
    • Salesforce Health Check Report
  • Support issues
  • Open issues log
Provide CriticalRiver with the following functional documentation
  • End user training guides
  • Enhancement request list (current roadmap)
  • Any documentation on current user pain points
  • Guiding principles documentation
  • Business objectives and goals
  • Key business reports and KPI’s
  • Business process documentation

Planned Activities

  • Conduct interview scheduled during Solidify Scope and Timeline Phase
  • Conduct Workshop scheduled during Solidify Scope and Timeline Phase
  • Conduct follow ups from interviews and workshops
  • Document outcomes from interviews and workshops

Planned Activities

  • Review documentation and identify gaps, trends, etc.
  • Review findings from technical environment assessment
  • Review findings from interviews and workshops

Planned Activities

  • Generate recommendations from analysis
  • Create readout deck
  • Present findings and recommendations
  • Create prioritized roadmap of features and enhancements needed
  • Select one roadmap item and create required user story
  • Salesforce maturity ranking
  • Identify next steps

Planned Activities

  • Design the solution based upon the user story
  • Develop and groom user story in sandbox based upon the user story details
  • Create and execute test test cases for user story based upon acceptance criteria
  • Document and review code
  • Support user acceptance testing
  • Deploy

Salesforce Capability Assessment & Recommendations

What is it

Our team evaluates your Salesforce implementation against desired business capabilities. The objective is to ensure our clients are getting the most value out of their Salesforce implementation by optimizing existing capabilities, identifying new business functionality and by utilizing under utilized Salesforce built in capabilities.

What we address
  • Gaps between business functional needs and implemented application capabilities
  • User adoption challenges
  • Underutilized Salesforce out of box features
  • Misaligned development priorities
Featured Case Studies

Transforming Businesses

View all case studies

Unlocking 360° Call Intelligence with Salesforce Automation

Learn more
  • 51% increased operational efficiency
  • 360-degree view of Salesforce tasks and information
  • 100% improved inbound and outbound call tracking

Automating Lead Nurture to Boost Engagement for a US Semiconductor Leader

Learn more
  • 45%higher re-engagement of dormant leads through drip programs
  • 40% improved lead qualification quality
  • 45% enhanced prospect engagement
  • 50% reduced manual intervention in lead nurture processes

Why CriticalRiver?

CriticalRiver offers high-performing and scalable Salesforce services with efficient cost and quality from multiple locations. As a Salesforce CREST consulting partner, we bring specialized expertise to every project. With 200+ successful projects in industries such as manufacturing, energy & utilities, hi-tech, and more, we ensure our customers maximize their investments and get the best ROI from their platform deployments.

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Global certified team with 100+ experts

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Pre-built solution accelerators

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Dedicated center of excellence

100%

Referenceable customer base

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Strong integration practice backed with strategic vendors

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Complex reusable frameworks

Let’s Build Intelligent Systems Together

Empowered by our Studio Leaders, we’re enabling companies to embrace AI-first innovation. Together, we build intelligent systems that scale possibilities and performance.

Let’s start a conversation.

Tell us what you’re looking to build. Our experts are just a message away.

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