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Legacy System Review


Are you unsure that you are using your current Salesforce CRM effectively? Maybe your business has grown but your internal operations remain the same and you want to know how Salesforce CRM can help? On the other hand, perhaps you want to automate your operations processes. For that, you will need a Systems Review.

What is the Strategy?

Highlighting specific areas of your legacy system that requires optimisation. Applying standardisation across the board and meeting external compliance requirements, which ensures that your new setup adheres to your organisation’s growth roadmap.


Automation (Before and After)

Review how your legacy system automated certain business aspects such as increasing your capacity, responsiveness, and margins. In addition, how it helped relieve pressure on overstretched employees. Then compare the automation with the changes we propose.


Audit Report

Receive various recommendations with our audit report. Our suggestions may include updating an integration or reducing reporting modules so that management can focus on crucial sales metrics. The report will highlight every quality management issue with Data and Processes.


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Arrange a FREE consultation
with our Consultants

Rizwan Malik

Founder, CEO

With over ten years' Salesforce experience, Rizwan has grown Seamlessideas into a successful consultancy and strategic Salesforce partner.

Jill Tracey

Program Management Lead

Jill’s ten years’ of experience in client-side Sales, Marketing and CRM provides an invaluable client-centric approach and understanding to program management.

Contact the team at Seamlessideas and let's talk CRM

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