Salesforce Audit

Assessment of your business process

Is your Salesforce instance operating at it's fullest potential?

CubeSimple’s Salesforce Audit assesses your current business processes and how you have implemented Salesforce to support them. We identify your pain points, pinpoint features that aren’t being utilized and prescribe corrective actions to enhance your system’s functionality and drive user adoption.

$0

Fixed Fee
308-name05821-chim-eye

We Will Help You Identify

  • user-group-2874_87351201-7b45-463a-9b86-0ebd80aa8fa0
    Areas where Salesforce has been poorly configured to support your business processes.
  • 24h-assistance-4792_e646a9f4-d75b-48ee-9111-6fa942cf36ea
    Deviations from standards of maintainability and scalability.
  • lifebelt-3318_961b6f1a-b776-419e-8c86-1410d9959694
    Salesforce features that are underutilized.
  • royal-2995_51c8d05c-efe9-46d9-9a17-4b4e8fccfaad
    Areas where best practices have not been implemented.
  • clouds-4457_d5542600-b7b1-4580-98ab-746ad7a032fa
    Quality of data and corrective measures. Data issues in Salesforce – duplicates and incomplete data
  • watch-5912_810a6d61-7257-4905-a019-e0a2d3f1a1ac
    Recommendations to improve overall Salesforce configuration.

We perform the Salesforce audit in 5 steps

1

DISCOVERY

An in-depth discussion with you to understand your organization’s business processes, Salesforce goals and current pain points.

2

ANALYZE

An assessment of your current Salesforce implementation.

3

RECOMMEND

Detailed report of our findings and recommendations.

4

PLAN

A comprehensive roadmap to implement the recommended changes.

5

ESTIMATE

Our price estimate for implementing recommendations.