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Salesforce Assessment

Salesforce is a cloud service, which means the software is constantly evolving. So are the needs of users, business processes, and data. That is why it is very important to take a step back and periodically assess the processes within your existing Salesforce ecosystem. This will give you the peace of mind that your Salesforce implementation is utilizing all your platform capabilities.


Our team of Salesforce professionals will conduct an audit of your system and will identify potential gaps in how the system was set up. They will then give recommendations and opportunities for improvement.

  • Discovery call with a Salesforce specialist
  • Assessment of Object utilization - standard and custom objects
  • Functional assessment
  • Company settings assessment
  • Complete document of the assessment’s results and findings
  • No strings attached: no hidden clauses that bind you to our services for the implementation phase

If you want to learn more about our process, please download the detailed Salesforce assessment deck.

Download deck or Get in touch

We forge open, long-lasting partnerships with our customers.

Let us do great work together

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We forge open, long-lasting partnerships with our customers.

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