Health Check Basics
For clients who have already invested in Pivotal as a CRM powerhouse, it’s just good business sense to make sure your systems are operating at peak performance—not because it’s an interesting statistic, but because it affects the behaviors and success of every team member using those systems.
Peak performance efficiency means productive individuals and teams, which generally equates to profitable operations. You’ve already made the investment in your technology—make sure it’s providing you the highest possible return.
One of the key components of Pivotal Performance Health Check services is optimization of your technologies. Our technical experts perform regular maintenance checks and fine tuning of your system to make sure you’re taking full advantage of all of your system’s capabilities, as well as making sure everything is running as efficiently as possible.
Along with all these benefits to your business, our Pivotal CRM consulting services provide the added bonus of making this a low-risk, fixed-fee service. We tell you the scope and cost of the project and ensure there are no hidden or unexpected costs. And the best part is you can expect to see real, tangible results almost immediately.
A Critical Consideration—
Best performed every two years or so, our clients consistently tell us that the Pivotal Performance Health Check is the key to ongoing user experience, and (by extension) user adoption. It makes perfect sense — if a system is too slow in critical areas of functionality, internal teams develop workarounds or worse, just stop using the system entirely, regardless of how powerful that system might actually be or how much investment has been made in the technology.
Why You Should Care
What this effectively means is that the system optimization that results from having periodic health checks is about much more than improved statistics around performance for a system administrator. This optimization actually ensures that the whole team sees real day-to-day speed, efficiency, and enhancements in productivity.
So from sales to services to marketing — more is being done — faster and more easily. Business goals are being achieved as a result of a tangibly enhanced user experience, users are happy and satisfied, adoption is maximized, and the business’ return on its technology investment is guaranteed. Best of all, it really is that easy to accomplish.
Three Areas of Focus
The Pivotal Performance Health Check has three primary areas of focus. First, we work to prevent problems within your system before they hinder the performance of your business. Second, we’re able to optimize your system’s performance once it’s up and running, and finally, our regular maintenance enables clients to seamlessly adapt to market changes and changes in their business environments.
Not only do these services boost the performance of your business, they can also reduce your total cost of ownership. And best of all, the complete analysis of your system and recommendations for how to proceed are completed in just five days.
Our infrastructure review of your Pivotal system looks at all essential features, including your servers, network, and clients, along with your system’s configuration settings, performance, and operating procedures.
This review and subsequent optimization ensure that you benefit from the full investment you’ve made in your Pivotal system by providing troubleshooting, identification of risk areas, investigations into any problem areas, and detailed recommendations for how to improve your system. We’ll also provide education services and diagnostic tools for your team to conduct their own follow-up performance testing and analysis after we’re no longer on site.
Whether you’re looking to take advantage of new features offered on the latest platform or to move up from an old software version to stay current with support, it’s time to consider how new technology can better deliver the results you need. Our experienced upgrade team will ensure the process is both simple and painless for you.
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"Companies in the early stages of digital transformation demonstrate—almost without exception—talent gaps that will need to be filled using appropriately-skilled contingent workers, contractors, or consultants to effectively move them forward ... as they work in parallel to develop talent from within."
—MIT Sloan School of Management, "Moving Digital Transformation Forward"
At Tokara, our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your CRM project might entail, we're certain we have seasoned professionals to guide you to the results you need.
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”We were looking for a top-tier professional services partner who was really committed to the long-term relationship, and we couldn’t have made a better choice. As they transitioned us from Pivotal CMS to Pivotal PCM, most users didn’t even notice a hiccup in performance–and any issues that did emerge were immediately resolved by the Tokara team.Chief Technology OfficerGlobal Pharmaceutical Manufacturer