Achieving more with fewer resources is a challenge many business leaders are facing in the current economic climate.
According to Gartner’s 2023 Software Buying Trends report, “Budgets are getting tighter and leaders are forced to figure out how to do more with less.”
“Making sure your house is in order is crucial during chaotic times. In our experience, companies can use this moment to capture bottom-line savings of 10 to 35 percent that can be reinvested in other high-growth areas,” said Brian Gregg in the article, McKinsey survey uncovers surprises and opportunities in the inflation economy.
When you have quality data, you can make better decisions that impact growth. “The first step is identifying opportunities to reduce costs by examining category efficiency. This way, companies can re-allocate and drive the highest incremental growth,” explains Gregg.
An important part of getting your house in order is making sure your Salesforce org is healthy and efficient. For example, do you have functionality that’s duplicated or not being used, too many dashboards, and complex reports that are hard to manage? Is it difficult to get insights from data? If you’re experiencing these issues, a health check can help.
Want Better Data, Insights, and Cost Savings? Start With a Health Check.
Running a health check can help with identifying outdated or unused data in your org. Old data can be cleaned up using our Storage Helper app that mass deletes data for any standard or custom object(s). For example, old email messages can be one of the top Salesforce Data Storage consumers. This use case shows how you can Mass Delete Emails, Auto-Responses & Case Email Messages and save on Salesforce data storage costs.
Another way customers are improving data visibility and getting more insights is by using Lookup Helper to automatically relate Salesforce records. To help keep data clean and organized, Lookup Helper can also identify and eliminate duplicate records by looking for existing matches to the criteria.
The customer experience platform AskNicely uses Rollup Helper so they can get actionable, real-time data for reporting. “We probably have a dozen different separate rollups pulling in information from the daily stats that are identifying risks, use cases, and looking for specific product features,” said Sloan Morris, Director of Operations at AskNicely.
For more use cases and resources, read our blog post Boost Your Salesforce® Org with a Health Check. The post covers everything from triggering an Account Health Check, cleaning up outdated data in your org, getting better data and insights, to managing your health check project.
Once your org is healthy and you’ve optimized your data, it will be easier to identify cost-saving opportunities and set the stage for growth.
