Salesforce audit

 

Assessment of
your business process

CUBE84’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.

Salesforce Auditing cost/price

Price = $500

Fixed Fee

we will help you identify

 

Checking existing CRM configurationAreas where Salesforce has been poorly configured to support your business processes.

maintainability and scalabilityDeviations from standards of maintainability and scalability.

Finding unutilized salesforce featuresSalesforce features that are underutilized.

Salesforce Audit by certified salesforce and pardot consultantsAreas where best practices have not been implemented.

Data issues in your existing crmQuality of data and corrective measures. Data issues
in Salesforce – duplicates and incomplete data

salesforce consigurationRecommendations 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.

Salesforce Audit by certified partners
2

Analyze

An assessment of your current Salesforce implementation.

Assessment of your salesforce implementation
3

Recommend

Detailed report of our findings and recommendations.

Recommendation for your existing CRM
4

Plan

A comprehensive roadmap to implement the recommended changes.

Detailed Roadmap to implement the recommended changes to your salesforce after auditing.
5

Estimate

Our price estimate for implementing recommendations.

Price Estimate for implementing salesforce

Free Consultation

 

Let’s Talk about
your project



Salesforce Implementation Project

Previous Project

Saleforce Implementation

View Project

Pardot Implementation Project

Next Project

Pardot Implementation

View Project