Salesforce Health Check Services

Ensure your Salesforce instance runs at peak efficiency with our in-depth Salesforce Health Check services. At Sailwayz, we conduct thorough audits to identify system issues, configuration errors, data bottlenecks, and performance gaps. so your CRM delivers consistent results, scales efficiently, and remains fully secure and compliant.

Partnerships

Registered Salesforce Consulting Partner

Performance-Driven Insights

Our Salesforce health check uncovers inefficiencies and performance drains in your setup across workflows, security, automation, and data models.

Expert Analysis

You’ll receive a clear, actionable report along with strategic recommendations from certified Salesforce professionals to future-proof your platform.

Salesforce Health Check Services

Ensure your Salesforce instance runs at peak efficiency with our in-depth Salesforce Health Check services. At Sailwayz, we conduct thorough audits to identify system issues, configuration errors, data bottlenecks, and performance gaps. so your CRM delivers consistent results, scales efficiently, and remains fully secure and compliant.

INNOVATIVE
Salesforce CRM Implementation for Business

Sailwayz provides businesses with the best possible Salesforce CRM implementation process, customised as per the business requirements. Our expert assistance will help you enjoy a smooth transition and get the best return on investment.

Performance-Driven Insights

Our Salesforce health check uncovers inefficiencies and performance drains in your setup across workflows, security, automation, and data models.

Expert Analysis

You’ll receive a clear, actionable report along with strategic recommendations from certified Salesforce professionals to future-proof your platform.

Tailored Salesforce CRM Solutions

Salesforce Consulting Services

Salesforce app Development Services

Salesforce Health Check Services

Salesforce Marketing Cloud Services

Salesforce Support Services

Salesforce Integration Services

Salesforce Analytics Cloud

Salesforce Migration Services

Salesforce Continuous Deployment Services

Transform

Why Choose Sailwayz for Health Check?

A misconfigured or poorly maintained Salesforce org can hold back your growth. Our health check services ensure everything from roles and permissions to automation logic is aligned with your business goals and Salesforce best practices. Whether you’ve outgrown your original setup or simply want peace of mind, our experts provide deep diagnostics and optimisation support.

focus sectors

Industries We Serve

Our Salesforce health check services are trusted by organisations across sectors. Whether you use Salesforce for sales, service, marketing, or operations—we help ensure it’s running at full potential.



 

Finance

Government Organisations

Retail

Connectivity

Law

Manufacturing

Trusted by

Trusted by industry-leading companies around the globe

Step-by-Step Guide

Our Salesforce Health Check Process

Step One

We review your current Salesforce instance analysing architecture, data structure, security controls, automation rules, and user behaviour.

Step Two

We conduct a technical and functional assessment to identify outdated practices, inefficient workflows, or bottlenecks impacting performance.

Step Three

We deliver a detailed health report, complete with prioritised recommendations for optimisation, risk mitigation, and scalability.

Step Four

Our team implements the recommended changes resolving issues, upgrading components, and fine-tuning your Salesforce org.

Step-by-Step Guide

Optimize Your Business with Sailwayz CRM Solutions

Step One

Identify your organization’s needs and goals for successful implementation.
Verify

Step Two

Transfer existing data to Salesforce, clean and organize it for accuracy. Data migration ensures seamless continuity.

Step Three

Introduce features gradually to prevent user overwhelm. Prioritize based on business impact. Gradual adoption helps users adjust and learn effectively.

Step Four

Regularly maintain and update your Salesforce instance. Address issues promptly, monitor performance, and provide ongoing support for users.

WHAT WE PROVIDE

Our Expertise

At Sailwayz, we provide custom Salesforce strategies to enhance operational efficiency, enable data-driven decision-making, and elevate customer experiences across all touchpoints.

System Performance Review

We benchmark system speed, data storage, and code efficiency to eliminate lags and improve reliability.

Security & Access Controls

We audit user roles, profiles, and sharing rules to ensure your org is secure and access is well-governed.

Automation & Workflow Review

We evaluate your process builders, flows, and Apex triggers to ensure they are well-structured, performant, and error-free.

Data Quality Assessment

Our experts assess data hygiene, duplicates, and field usage to improve reporting accuracy and campaign effectiveness.

Transform

Discover the Power of Custom Salesforce Health with Sailwayz

With Sailwayz, you don’t just get a checklist review. You get a complete system diagnosis backed by practical, implementable solutions. Our goal is to maximise the return on your Salesforce investment through improved stability, usability, and efficiency.

Uncover Hidden Issues

From invisible data clutter to unnoticed automation loops, we surface the technical debt that may be slowing you down.

Improve User Experience

By cleaning up interfaces, permissions, and navigation, we enhance usability resulting in faster adoption and reduced training needs.

Secure & Compliant CRM

We identify risky access patterns or outdated permissions, aligning your system with security best practices and compliance standards.

Support Scalability

With a clean, well-documented system, your Salesforce platform is ready to grow with your business.

Enhance Customer Interaction and Build Stronger Connections

optimising Your CRM Sales Strategy

At Sailwayz, our bespoke Salesforce CRM consulting services are designed to optimise your sales strategy and drive sustainable business growth. Our expert consultants collaborate with you to understand your unique requirements and deliver Salesforce solutions with measurable impact — from CRM customisation and data migration to user training and ongoing support.

Revolutionize Your Sales Tactics

Efficient workflows are the lifeblood of a thriving business. At Sailwayz, we specialise in optimising your operations with Salesforce CRM. Automate repetitive tasks and streamline processes with our experts to unlock Salesforce's full potential. Enhance productivity and performance across your organisation.

Simplify Your Workflows Boost Customer Interaction

Customer experience is one of the vital differentiators in today's competitive business environment. With Sailwayz Salesforce CRM consulting, you can deepen your relationships with customers and communicate with them more effectively. We guide you in implementing customer-centric initiatives, utilising Salesforce's robust tools and features – from personalised marketing campaigns to seamless service delivery – so you can cultivate meaningful customer connections and distinguish yourself from your competition.

Case Studies

Client Success Stories

Vaioni Group Case Study

Vaioni group is an internet provender specialising on providing fast, reliable, and managed Internet Services/ and technology to businesses.

Shoppertainment Management Case Study

Shoppertainment Management helps landlords and shopping centres to optimise mall income and profitability through great ideas and dynamic marketing.

SBFM Case Study

SBFM is a business that offers several management services to businesses nationwide specialising in, Cleaning, Catering, Security, Waste Management, Pest Control and Grounds Maintenance.

Case Studies

Vaioni Group Case Study

Vaioni group is an internet provender specialising on providing fast, reliable, and managed Internet Services/ and technology to businesses. With a rapidly expanding customer base and increasing demand for their services, they recognised the need for a robust customer relationship management (CRM) platform to manage sales, marketing, and customer support processes efficiently.

Consulting Partner

Sailwayz is a Certified Salesforce Consulting Partner

Our experienced and skilled team boasts over 50 combined Salesforce certifications. We excel in assisting businesses to enhance their

Testimonials

What They Say About Us

Frequently Asked Questions

Find answers to common queries about Salesforce CRM and Sailwayz’ services.

What is a Salesforce Health Check?

A Salesforce Health Check is a comprehensive review of your CRM system to assess its configuration, performance, data quality, and security against best practices.

It’s recommended when you experience system issues, plan major changes, or haven’t reviewed your Salesforce setup in over a year.

You receive a prioritised list of findings and recommendations across system performance, automation, data management, security, and usability.

No. Our reviews are non-intrusive and conducted while your team continues using Salesforce without disruption.

Absolutely. Our Salesforce team can implement all suggested changes, upgrades, or reconfigurations based on your approval.

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