Salesforce audit

Assessment of
your business process

CUBE84’s Salesforce Audit is a full-fledged assessment of 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.

Salesforce Audit

we will help you identify

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Areas where Salesforce has been poorly configured to support your business processes.

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Deviations from standards of
maintainability and scalability.

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Salesforce features that are
underutilized.

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Areas where best practices have not been implemented.

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Quality of data and corrective
measures.

Sales Force Implementation

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.

step1

2

Analyze

An assessment of your entire Salesforce with implementation.

step2

3

Recommend

Detailed report of our findings and recommendations of improvement areas.

step3

4

Plan

A detailed roadmap to implement the recommended changes.

step4

5

Estimate

Our cost estimate for implementing recommendations.

step5

Free Consultation

Lets Talk about your project

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