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.
Price = $500
Fixed Fee
we will help you identify
Areas where Salesforce has been poorly configured to support your business processes.
Deviations from standards of maintainability and scalability.
Salesforce features that are underutilized.
Areas where best practices have not been implemented.
Quality of data and corrective measures. Data issues in Salesforce – duplicates and incomplete data
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.
Free Consultation
Let’s Talk about
your project
