CRM audit – health check and action plan
GoodWork Solutions
This offering is a fast, affordable entry point to assess Salesforce ROI without long engagements.
After the free initial conversation about your business, you take part in a focused two–three hour stakeholder workshop and a targeted review of one priority area in your organisation.
The outcome is clear: alignment on what Salesforce should be doing versus what it does today, visibility of the two or three biggest blockers and a practical quick-win roadmap.
You receive a concise action plan with three to five low-cost, high-impact initiatives, an ROI snapshot highlighting potential cost savings and revenue uplift and a clear recommendation on whether a Lite or Full retainer makes sense next.
GoodWork Solutions
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