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STRATEGIC TECHNOLOGY REVIEW

A Proactive Way To Get More From Salesforce

The Salesforce platform and its vibrant developer community offer tremendous opportunities and challenges to nonprofits and educational institutions that have invested in it. A well-functioning Salesforce instance requires technical expertise to administer and support, and also requires regular strategic review to ensure that the technology stack is operating efficiently and is supporting your strategic goals. 

KELL Strategic Technology Review Services Can Help:

Uncover hidden problems in your Salesforce instance

Provide an early warning system for potential problems in the future

Ensure that your Salesforce instance is fulfilling its original goals

Find new ways to leverage your Salesforce investment to be more effective in pursuing your mission

Innovation Review
Sessions

KELL’s Strategic Technology Team can help your organization find new ways to use the Salesforce platform to get smarter, more efficient and more effective in pursuing your goals and mission. Our team will lead periodic “Innovation Review Sessions” with your team to brainstorm, analyze and prioritize new organizational processes that could be automated or improved with technology. 

Diagnostic Health
Checks

Is your Salesforce instance healthy? What does that even mean? What can you do about it? KELL’s Salesforce experts will perform periodic health checks to help you understand how well your instance is operating, the quality of your data and how your team is using the platform. We’ll help you create action plans to address any potential problems as needed. 

Diagnostic Health
Checks

Is your Salesforce instance healthy? What does that even mean? What can you do about it? KELL’s Salesforce experts will perform periodic health checks to help you understand how well your instance is operating, the quality of your data and how your team is using the platform. We’ll help you create action plans to address any potential problems as needed. 

Release Evaluation
& Training

Salesforce and its developer community are making regular updates to the core Salesforce platform and all the apps that support that platform. KELL’s Strategic Technology Team can help you with regular reviews of upcoming releases from Salesforce and any 3rd party applications in your technology stack. We’ll help you make minor adjustments as necessary and plan for major functionality changes that may affect your operations or require additional training for your team. 

EXPERT PRO-TIPS

How To Know When To DIY Or Hire A Salesforce Expert

The flexibility that Salesforce offers can be liberating and a bit daunting. Learn what you can safely tackle on your own – and when to hire an expert.

EXPERT PRO-TIPS

How To Know When To DIY Or Hire A Salesforce Expert

The flexibility that Salesforce offers can be liberating and a bit daunting. Learn what you can safely tackle on your own – and when to hire an expert.

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most of Salesforce.