Is your Salesforce environment not performing the way you’d hoped? An audit clearly maps out where the opportunities and bottlenecks lie.

What We Examine

  • Security & compliance: user permissions, profiles, sharing settings and adherence to privacy legislation such as the GDPR.
  • Data quality: we analyse your data and detect inconsistencies, duplicates and missing information.
  • Workflows: we map out your processes, find bottlenecks and identify manual tasks that could be automated.
  • Functional usage: we highlight Salesforce capabilities you are not yet fully taking advantage of.

What You Get

The findings lead to concrete recommendations, ranging from immediate improvements (quick wins) to long-term strategic changes. This lets you determine whether you are getting the most out of your Salesforce licences.

The Benefits

Clean data enables accurate reports and dashboards for better decision-making. And by addressing inefficiencies that waste time or frustrate users, you improve the user experience.

Who Is It For?

The audit is suitable for growing SMEs, larger enterprises in specific sectors, and organisations planning a new implementation. The audit often starts with a free assessment. Explore our consultancy or schedule a conversation.