Technical & Functional Gap Analysis
The Scenario.
After many years of Salesforce Consulting, we’ve spoken with an innumerable amount of companies that use SFDC… We’re talking in the thousands.
Through these conversations, no matter how big or small a business is, we’ve consistently come across and understand these common frustrations:
· “I’ve invested a lot of time, effort, and money to not get the return on investment I expected.”
· “My team doesn’t know how to use it.”
· “Licensing and implementing cost a lot and am not seeing the benefits.”
· “I never heard from the Consulting Partner after the implementation was over about support. Now, things aren’t working and I don’t know how to fix them.”
· “I know we can be getting more out of Salesforce, but I don’t know how or what we need. I don’t know what I don’t know.”
The Solution.
OSU Solutions tackles these issues with our Functional & Technical Gap Analysis services.
We take a holistic approach to evaluate where you’re at in your CRM or Salesforce journey, how your employees utilize the technology, your code structure, and your licensing agreement.
We then create a tailored game plan to unlock how your business can more efficiently use Salesforce, reduce technical debt, restructure licensing to save money, see the ROI you expected.
When Do Clients Utilize a Gap Analysis?
When they want insight into how their team uses Salesforce and how they can utilize more of SFDC’s functionality to drive sales & marketing.
If their Salesforce org hasn’t been maintained or upgraded in some time, and they want to know what updates and improvements can be made.
As research preparation when looking to do a Salesforce project; i.e. add a SFDC Cloud, third-party application, or integration.
When they want to look at how they can restructure their Salesforce licensing to save money.
To determine how to garner a better return on their investment.
Gap Analysis Overview.
An in-depth analysis of what features and functionalities your team currently utilizes and which they neglect.
A technical review evaluating your code structure and any potential technical debt.
Salesforce licensing structure review.
A custom plan on how your company can improve functionality, technical structure, and user-adoption.
List of recommended updates, changes, and resources as well as a loose scope for recommended projects.
Types of Gap Analysis
Functional & Business Evaluation | Salesforce Technical Review | Salesforce Licensing Review & Renegotiation | Which Salesforce Clouds & Licensing is Right for Me? | Is Salesforce the Correct CRM For Me?