Are you making the most of your Salesforce implementation?

Question Title

* 1. Which Salesforce Sales Cloud Edition are you using?

Question Title

* 2. Have you switched to Salesforce Lightning experience?

Question Title

* 3. Do you know there are different levels of data access in SFDC? Have you defined it for you users? Have you setup role hierarchy to share access to records?

Question Title

* 4. Are you getting your sales pipeline and performance results from your Sales Cloud? Do you have all the reports and dashboards you need? Overall, how you would rate your visibility to your Sales pipeline and sales performance through the current reports and dashboards?

Question Title

* 5. Data validation rules will verify the data standards entering your system. Do you use these rules to improve the quality of your data? Have you verified the data a user enters in Salesforce to meet the standards you specify?

Question Title

* 6. Have you connected your website forms with Salesforce? Are you using lead capture pages that generate leads for your business? 

Question Title

* 7. Is your business automated with Salesforce? Have you automated your sale process and daily tasks on your Salesforce using workflow rules, process builder and apex triggers?

Question Title

* 8. How are you forecasting sales with Salesforce? Are you able to predict sales revenue and quantities from your opportunity pipeline, and incorporate product families, opportunity splits, and custom opportunity currency fields if needed?

Question Title

* 9. Do you currently have access to your historical data from your previous systems? Have you imported all your external data into your Salesforce org?

Question Title

* 10. Contact Information

T