Health Check

We believe that there are no badly set-up Salesforce orgs, only those that need improvement.

No matter how much pain your existing solution causes you, our team will assess it, find the best way to adjust it, and leave you with the one that fits your company’s needs best.

About Service

Through a few simple steps reignite your Salesforce sparkle

Get your painkiller tool

Health Check service is designed to evaluate and optimize your existing Salesforce setup, identify areas for improvement and ensure that your platform is fully aligned with your business objectives.

Setup an Agile team

Find your road to success

Our team of certified experts will conduct
a fit-gap analysis to determine whether a current Salesforce solution is the right fit for your organization, and provide a detailed report of our findings.

We will work with you to optimize your org, highlight the functionality that's most relevant to your business and filter out unnecessary features.

Works best when you need to reassess  your Salesforce setup to drive positive return on investment

How do we do it?

Analysis Stage

  • Fit-gap analysis
  • Business process analysis
  • User Interviews
  • Tech-stack consolidation

Design Stage

  • Solution Design
  • Functional Design
  • Salesforce release updates suggestions

Wrap Up stage

  • Tailored solution roadmap

Recent review

Kenneth Myksvoll Means

Department Manager




Sales Cloud + Field Service launch


Product Implementation


Engineering, Construction, & Real Estate



a blue star on a white background
Jan 19, 2023
Salesforce Verified

We are very happy with Redtag.

Read case study

Do not hesitate to ask us for more

My current Salesforce org is messy and does not satisfy my needs, but I don’t want to start building a new one from scratch. What can you do?

With the Health Check service, we assess your needs and provide a roadmap to tackle the ongoing challenges with the existing solution. Redtag will go through your current org and reorganize, consolidate, or remove unnecessary data and customizations to improve the performance and better meet your needs. This approach will help you to save time, money and to utilize the current data and functionality that already exist.

We have already invested significant amounts of time and money into the solution that we currently have. Will we go through the same with you?

Redtag will work with your current solution to improve upon it. Re-configuring the existing functionality, removing redundancies and consolidating license count will help you reduce costs and target specific outcomes from the solution you already have. Redtag will ensure you get a return on your initial investment.

Our existing org seems fine, but my staff still struggles to fully understand it. Can you help?

When conducting a Health Check, Redtag always asses user adoption. We then design a training program to help your team fully understand and utilize the software, resulting in increased adoption and overall success. Our training programs are tailored to the specific needs of your organization and can be delivered on-site or remotely.

What happens with our system once you are done with your work?

After the project is over, you will already have a complete solution and trained employees to work with it. If you need further assistance, Redtag offers complimentary support hours and affordable Managed Services packages.

Other services

“At Redtag we have a program where we specifically work with accounts that almost lost faith in the solution”

Consulting Director, Andrii Vertseshuk, says about  the Redtag’s Health Check service:

Perhaps you already invested in Salesforce but have not yet seen the return on your efforts.

The service helps improve the understanding of the added value that Salesforce brings to the enterprise, and for sure will expand horizons to work with.


Service Pricing Best for
Quick Start on request Foundation for digital transformation in a month with the basic Salesforce functionality.
Solution design and implementation on request The service addresses all of CRM needs, whether it's developing a full Salesforce solution, configuring a specific cloud or making quick adjustments to existing functionality.
Managed Services on request Ideal for companies of any size looking to constantly improve their Salesforce platform.
Health Check on request Works best when you need to reassess your Salesforce setup to drive positive return on investment

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Our offices

🇺🇸 Chicago, IL

325 N Wells St STE 100
Chicago, IL 60654

+1 (312) 885 95 87

🇺🇦 Lviv, UA

B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99

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