A systematic, fixed-fee review of your Salesforce org and a clear, prioritized plan. It's the starting point for most engagements, and the fastest way to give leadership an honest answer.
One accountable team handles design, build, training and support. Here's what the engagement covers.
VPs of Sales, CROs, COOs and CIOs at companies with 100–2,000+ employees who need an independent view of their Salesforce org before investing more, or who've inherited an org they don't trust.
For organizations at a crossroads (post-acquisition, scaling fast or buried in technical debt), we extend the audit into a multi-year CRM strategy, a phased roadmap and a governance operating model to carry it out. $15,000–$25,000 over 4–8 weeks.
Profiles, permission sets, sharing model, MFA, connected apps and data exposure.
Duplicates, completeness, validation rules, data model health and ownership.
Release management, change control, environments, documentation and ownership.
Automation sprawl, Apex and Flow quality, limits, managed packages and technical debt.
Login and usage patterns, page layouts, process fit, and training gaps by team.
Data foundation, use-case fit and guardrails for Agentforce, Einstein and Data 360.
Most clients move straight from the audit into a scoped Transform phase, or bring us on as fractional leadership to keep the plan on track.
Book a free discovery call. We'll confirm scope and a fixed fee before anything starts.