Engagement and Health Check

Highlights

• EHC App advises Salesforce Administrators as well as the Management Team to run the Salesforce org effectively. It checks for a number of issues that can get easily neglected but are business critical and affects productivity.
• EHC App is completely native. Your data is not exposed to any external end point or service. The scan results can be emailed to the EHC support team as an option, to help you resolve any outstanding issues.
• EHC App can run as a scheduled job as well. The Scan details are stored in a custom object for reporting purposes.

What Engagement and Health Check does

Engagement and Health Check (EHC) App checks User adoption, Salesforce license usage and Productivity from a Business stand-point.

EHC checks if there are Leads or Accounts left untouched by Sales Reps. It also checks how effectively the Opportunity management is implemented in Salesforce.

EHC team at Effexoft keeps adding additional functionality to the App at no additional cost to you. Please feel free to give us your feedback and help improve the App further.

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Screenshots