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 configuration

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

maintainability and scalability

Deviations from standards of maintainability and scalability.

Finding unutilized salesforce features

Salesforce features that are underutilized.

Salesforce Audit by certified salesforce and pardot consultants

Areas where best practices have not been implemented.

Data issues in your existing crm

Quality of data and corrective measures. Data issues in Salesforce – duplicates and incomplete data

salesforce consiguration

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.

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



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