Salesforce Org Review

Get your complimentary Salesforce org review

We are the ones whose job it is to give your org a bump from good to great. From one of the best to the best. To help you understand the steps you need to take to get there we are offering complimentary Salesforce org reviews.

What will this involve?

1. One of our certified consultants will carry out a comprehensive review of your Salesforce org.
2. Having seen dozens of orgs before and based on their vast experience and knowledge, we will provide you with an in-depth report on the state of your Salesforce.
3. Following the session we will provide you with a personalised, detailed document of actionable recommendations that will help you enhance the efficiency of your system and supercharge your Salesforce for the long run.

What’s included in an org review?
No two org reviews are the same and we will work with you to ensure that we understand your unique priorities and questions before carrying out the process. The most common things we look to do include:

• A Salesforce object architecture review – Assess whether the current architecture matches the expected build and recommend any necessary improvements.
• Assess the ease of use – Review whether the user flow is simple and intuitive to follow.
• Highlight any major red flags within your org
• Identify quick wins – We will provide you with a list of improvements that will instantly enhance the efficiency and value of your org.
• Suggest development and deployment advice – We will provide you with best practices for sandbox maintenance and deployment advice for new features and functionalities.
• An assessment of the data quality in your org
• Answer all your burning questions- We will provide you with anwers to all the detailed questions you have around your current Salesforce org or future roadmap.