Salesforce Health Check & Optimization Assessment

Not getting the ROI you expected from Salesforce? Our structured assessment identifies performance gaps, automation inefficiencies, adoption issues, and scalability risks.

Request Your Salesforce Assessment

Is Your Salesforce Underperforming?

  • Low user adoption or team resistance
  • Over-customized or overly complex workflows
  • Broken automation or duplicate processes
  • Inaccurate dashboards & reporting
  • Slow system performance
  • Data duplication & poor data quality

What Our Salesforce Assessment Covers

Architecture & Configuration Review

Org structure, object model, permissions, automation layers & integrations.

Automation & Workflow Audit

Flows, Apex triggers, validation rules & redundancy identification.

Data Health & Governance

Duplicate records, improper field usage & governance strategy.

Reporting & Dashboard Effectiveness

Pipeline visibility, forecasting accuracy & KPI alignment.

User Adoption & Usability

Lightning usability, layouts, workflows & real-world user behavior.

Benefits of a Salesforce Health Check

✔ Increased system performance
✔ Improved sales & service productivity
✔ Reduced technical debt
✔ Better reporting accuracy
✔ Higher user adoption
✔ Clear roadmap for scalability

Our Assessment Process

1. Discovery Call

Understand business goals & pain points.

2. System Review

Evaluate your Salesforce org structure.

3. Gap Analysis

Identify risks & inefficiencies.

4. Executive Report

Clear findings with strategic recommendations.

5. Optimization Roadmap

Phased improvement plan for scalable growth.

Maximize the Value of Your Salesforce Investment

Get a structured assessment and actionable roadmap from certified specialists.

Schedule Your Salesforce Health Check