Salesforce Audit

Is your business getting the most out of your investment in Salesforce, the market-leading CRM platform? A Salesforce audit can help you uncover hidden inefficiencies, improve data quality, and optimize your processes—allowing you to work smarter, faster, and more profitably.

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Are you using the full potential of Salesforce?

Our Salesforce Audit helps you ensure that:

  • Processes are optimally set up and follow Salesforce best practices

  • Administrative and repetitive tasks are automated

  • Salesforce features are used to their full potential

  • Any customizations are scalable and easy to maintain

  • Data is collected qualitatively, in the right places, without risk of duplication

  • Personal data management complies with EU directives (GDPR)

  • You'll get suggestions for concrete quick-wins that deliver short-term value

Maximize the value of your investment

Current situation analysis: First step towards an efficient CRM

To optimize your CRM system, we'll analyze your current processes for lead management, customer segmentation, and follow-up. We'll identify manual steps that can be automated, review how data and reports are used, and map out any integration needs with other systems.

Customizations that deliver business results

A well-configured CRM system should automate workflows and reduce administrative tasks, support data-driven decisions through dashboards and analytics, and optimize the customer journey with tailored interactions and data quality routines. We'll help you identify customizations that deliver tangible business value.

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Why a Salesforce Audit?

Over time, your Salesforce environment can become complex and inefficient, leading to increased costs, poorer user experience and lost business opportunities. A Salesforce Audit helps you identify issues, optimize processes, and ensure your CRM platform supports your business goals.

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What is included in a Salesforce Audit?

System architecture

  • Review of your Salesforce setup

  • API calls, integrations and data sources

  • Security and access controls

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Data management and quality

  • Duplicate checking and data cleansing

  • Validation rules and field standardization

  • Automated data quality control

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Automation and Workflows

  • Workflows, Process Builder and Flows

  • Streamlining business logic

  • Identification of performance issues

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User experience and adoption

  • Role and profile management

  • User behavior and adoption level

  • Customized dashboards and reports

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Integrations

  • Review of existing integrations

  • Redundant or inefficient apps

  • Data consistency between systems

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Compliance and security

  • GDPR and security controls

  • Access logs and user permissions

  • Risk analysis for data exposure

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What do you get after an audit?

  • A clear report with identified problems and opportunities

  • Concrete recommendations for optimization

  • A prioritized action plan for improvements

  • Workshop with your key people to go through the results and next steps

  1. Contact us for more information

Talk to our specialists

Interested in learning more? Book a meeting with one of our experts today and we'll tell you more about how a Salesforce Audit can benefit your business.