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Salesforce CRM Audit Services
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To ensure your Salesforce CRM works correctly and brings you maximum value we can audit your Org, identify and rectify inefficiencies, check data quality and security, compliance to GDPR & CCPA, and provide you with recommendations.

Why you need to check you CRM
Increase the return on investment by having all data clean, safe and valid
Diagnose potential and real issues in the Salesforce Org to enhance the platform usage
Align your business goals and strategies with Salesforce configurations
Save money by optimizing existing features and eliminating unnecessary licenses
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Book our special offer
FREE 1-DAY HEALTH CHECK
NDA should be signed by June 30, 2024
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Main audit focuses we provide
Data Quality & Security
Code Review
GDPR & CCPA Compliance
Workflows & Automations
Salesforce Features Usage
Purchased Licenses
Integrations
AppExchange Products
*1 day Health Check is free of charge upon entering into an NDA by June 30, 2024. After that, the audit is free when you continue to work with us.
Types of audit
What we check
Free Health Check
For small & mid systems to analyze the processes and weaknesses of the current Salesforce Org
Up to 1 business day
Detailed
For mid-sized systems with a set of different Clouds and external products
Up to 10 business days
Basic
For small & mid systems to analyze existing customizations and their level of scalability
Up to 5 business days
Custom
For customers with highly customizable solutions with an extensive set of business processes and logical modules covered
Depends on requirements
Free*
Contact us
Contact us
Contact us
Metadata Quality Check (Checkmarx Scanner, Field Usage scanner and analyzing the results)
Data Security & Compliance Check (Checkmarx Scanner, Salesforce Optimizer and analyzing the results)
Workflows, processes, automations Check (Salesforce Optimizer and analyzing the results)
Third-party custom integrations Check (Checkmarx Scanner and analyzing the results)
Manual code and logic review on a high level
Manual review of external integrations
Data quality analysis
(Optional, only if a client has Sales Cloud or Service Cloud)
Up to 4 sessions with process maintainers on the client's side
Analysis of purchased Salesforce features/ licenses and their level of usage
Analysis of purchased AppExchange products and their level of usage
Guidance, reports and roadmaps
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Results
Detailed analysis of every component

We will examine your Salesforce objects, workflows, record types, installed apps, development environment, and integrations with third-party apps.

Summary of problems & suggestions

The audit outlines the main issues, failures, and obstacles identified in your platform, along with our proposed actions to address and enhance them.

Salesforce security Health Check

Involves a thorough examination of security settings, such as user access, permissions, and record sharing. It aims to identify vulnerabilities and provide solutions for resolving them.

Guide & Recommendations

We prepare the conclusion that contains a list of issues with the prioritization of critical moments to be fixed, a guide with next steps, what you / we should do next to fix all of them, and suggestions for innovation.
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Symptoms that your Salesforce CRM is underperforming
Low adoption rates
End-users are reluctant to use Salesforce or are seeking alternative methods for data processing. A Health Check will pinpoint the reasons for this resistance and propose a resolution.


Incorrect & incomplete reports
A Health Check will identify the root cause of the problem and suggest the appropriate solution to correct the reports and ensure consistent data.


Data insecurity
Data security - is a number one priority. Don't let data leak out of your CRM!
Common problems and restrictions
If your solution is consistently causing problems for users, such as performance issues or reaching storage limits, conducting a Health Check can assist in resolving these issues.


Messiness and intricacy
Check if your system is cluttered and overly complex due to unnecessary applications, causing performance and security problems.


Issues following a Salesforce Release
Your team experiences irregular errors after Salesforce's releases. A Salesforce Health Check will pinpoint the cause of each issue, its characteristics, and the solution.
Troubles with locked records
Having frequent problems with locked records when attempting to make updates? Resolve these issues, and it will lead you to improved productivity and performance.


Lack of functionality and capabilities
Discover important new features that can accelerate your business growth with Salesforce updates. Apply changes to your business goals.


Difficult transition from Classic to Lightning
Prepare for the transition to the new interface, anticipate and eliminate all possible difficulties.
Book a free consultation to audit your CRM
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Check out our services
Salesforce Implementation & Customization

Salesforce Consulting & System Architecture

Salesforce Integration

Salesforce Org Audit

Salesforce Org Support

Salesforce Quick Start

Salesforce AppExchange Applications Development

Data Management & Migration

Migration to Salesforce Lightning