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Salesforce CRM Audit Services

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To ensure your Salesforce CRM functions 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

Optimize CRM performance and as a result, increase ROI by keeping all data clean, secure and reliable
Why you need to check your CRM
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
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Main audit focuses we provide
Data Quality & Security
Code Review
Workflows & Automations
Salesforce Features Usage
Purchased Licenses
Integrations
AppExchange Products
Metadata quality check
Data security & compliance check
Workflows, processes, automations check
Third-party custom integrations check
Extensive manual code and logic review
Manual review of third-party custom integrations
Data quality analysis
(for Clients with Sales / Service Cloud)
Up to 4 sessions with the Client's Salesforce staff
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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*Receive a complimentary 1-day Health Check upon entering into an NDA by October 31, 2024
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Types of audit
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What we check
Free Health Check
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For small & midsize companies to analyze the processes and weaknesses of the current Salesforce Org
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1 business day
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Detailed
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For midsize companies with a set of different Salesforce Clouds
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Up to 10 business days
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Basic
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For small & midsize companies to analyze existing customizations and their level of scalability
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Up to 5 business days
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Custom
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For companies with highly customizable solutions with an extensive set of business processes and logic coverage
Depends on requirements
Free*
Contact us
Contact us
Contact us
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Results
Detailed analysis of every component

We will examine your Salesforce objects, automations, 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.


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.
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.
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