SALESFORCE AUDIT

Align Your Platform with Your People and Process

With the help of our Sales Ops Strategist, you can begin to make your Salesforce work for your process, instead of the other way around.

• Initial Health Check - We review and document used objects and fields, active roles, permissions, API limits, data usage, installed applications, automation (including workflows), approval processes, listed standard objects and more.
• Process Review - We'll meet with your team to understand both the high-level and technical aspects of your Salesforce. The meeting will help us discover how leads and contacts are entered, key stakeholder metrics, and any desired changes. At the end, we'll set a time to conduct an end user focus group.
• Object Management - After providing our recommended changes in technical configuration and process (in order to meet your business goals), we'll work through Opportunities, Accounts and Contacts in more detail.

Fill out the form to the right to request a Salesforce audit today!