Are your Salesforce and Certinia Apps still healthy for your Business?

Start the journey to healthier systems.


Simply leave your details here and click the Submit button.

We'll be in touch very soon.








If you’ve been using your Apps for more than 12 months, it’s possible you’ve not had a chance to reflect and validate that your system is supporting the business outcomes the business case was built on.

“I joined the company after the implementation finished and we’re working with what we know about the system.  We just don’t know what we don’t know”

Senior business leader

“We have a number of improvements we want to make but we’re just not sure how to go about it.”

Project Management Office

In many cases, a minor adjustment is all you'll need to make a big difference.

A Business Value Health Check is a focused discussion on how your application is supporting your business today and how it could be supporting it better.  The outcome if for you to know what your’re missing out on and how to get the benefits available to you.

If you already have a partner, we respect that.  This Business Value Health Check is different from most health checks in that it focuses of value realisation rather than specifically doing  configuration on your system.  We can certainly work with you to configure and improve your system and that’s up to you.

The Business Value Health Check takes the form of an initial meeting with you (15 to 30 miutes) to agree the scope objectives, outcomes, and deliverables.  This is a FREE meeting via Zoom.

The second meeting (60 minutes) is a Deep Dive & Diagnose session to develop an understanding of your current Salesforce and Certinia apps and the business processes you are needing them to support. We’ll ask about any specific challenges you’d like to address and any problems that need a fix.

Throughout the process we Identify areas and solutions for improvement, optimization and automation.

The third meeting (30 minutes) is where we’ll chart out some actionable recommendations and a tailored roadmap to maximize your technology investment.

To qualify for the initial Business Value Health Check discussion, your business needs to have been using your application for at least 12 months and provide access to key stakeholders.

To get started, you simply put your name, email and a short description of your role in the business in the boxes below then click SEND.  We’ll be in touch within 2 business days to set up the initial no-obligation FREE discussion.  You’re in control with nothing to lose and everything to gain.

Organizations just like yours trust Exceleris to keep their business processes in tune.

Get your FREE Appointment now

Simply select an appointment time in the calendar below and we’ll look forward to meeting with you at the time selected.

In preparation for the meeting please prepare an overview of your business and a list of the Salesforce and Certinia applications you use.  

We’ll start with getting to know each other and your business as well as listening to any specific challenges and problems you would get value in focusing on.

The second meeting will deep-dive to identify areas that we believe you could derive more value from.

The third meeting is where you’ll get actionable recommendations to unlock value in your Salesforce and Certinia systems.

Feel free to leave us a message with any additional information you believe will help to have a great first meeting.