CRM Health Check
Your CRM Has
Untapped Potential.
Already on Salesforce but not getting what you expected? We audit your entire org, find what is broken, bloated or underused — and give you a clear, prioritised plan to fix it.
What We Audit
- Data quality and architecture issues
- Security model and permissions review
- Automation and workflow efficiency
- User adoption and utilisation rates
- Custom code and technical debt assessment
- Integration health and performance
What You Get
A Complete Picture of Your Salesforce Health
In 2–3 weeks you will have a full diagnostic and a prioritised action plan — not just a list of problems.
Full Org Audit
We examine every layer of your Salesforce org — from data model to automation rules to user behaviour patterns.
Adoption Analysis
Who is using Salesforce, how they are using it, and what the adoption gaps are costing your business.
Security Review
Profiles, permission sets, sharing rules and data access — we flag every security risk and misconfiguration.
Performance Assessment
Slow queries, inefficient automations, technical debt — we find what is dragging your org down.
Prioritised Action Plan
Not just a list of issues — a ranked roadmap of what to fix first, with effort estimates and expected impact.
Opportunity Identification
Features you are paying for but not using, quick wins and high-value enhancement ideas surfaced during the audit.
Is Your Salesforce Working as Hard as You Are?
Book a Health Check and find out in 2–3 weeks.
