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rated 5.0/5.0

A comprehensive Salesforce health check to unlock the true potential of your CRM

Our Salesforce health check examines your org in 5 to 10 days to identify bottlenecks, underused features, and quick wins you can activate immediately.

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Not sure why your Salesforce isn't performing?

Salesforce features enabled but never used
Duplicates and outdated data in your CRM
Missing or misconfigured automations
No data or process governance in place
Impossible to pinpoint what's really blocking performance

The result: a Salesforce running at half speed, decisions made blindly, and invisible quick wins left on the table.

A Salesforce security assessment that reveals your hidden growth levers

Our audit goes beyond a technical overview. We analyze real Salesforce usage, data quality, and alignment with your business goals.

360° Diagnostic

Technical, functional, and data analysis of your org — nothing is left to chance.

Quick wins identified

High-impact actions you can activate in days, without heavy development or extra budget.

Prioritized roadmap

Clear action plan with cost estimates, timeline, and ROI-based prioritization to convince your leadership.

Your Salesforce audit, three plans

SUPPORT

Salesforce Support

Ongoing maintenance and support

$2,000/mo

Dedicated Salesforce Expert

Scale your Salesforce

$3,500/mo

Ideal for companies that want to scale their Salesforce without hiring.

PROJECT

Salesforce Project

Implementation or overhaul

Starting at $4,000

No commitment · Actionable recommendations · Fast response

An audit in 4 clear steps structured and fast

Salesforce Audit

We identify bottlenecks, lead leakage, and quick wins.

Structuring

We set up a clear pipeline, tailored to your sales cycle.

Automation

Follow-ups, tasks, assignments: Salesforce works for you.

Monitoring

Dashboards, KPIs, and continuous optimization.

A proven process across dozens of Salesforce projects.

They unlocked their CRM with our Salesforce health check

rated 5.0/5.0

Nabil est un expert dans son domaine. Professionnel, intégrant toutes les qualités relationnelles , savoir être et savoir faire. S’intègre très bien avec les équipes projets Un élément très appréciable dans une équipe, motivé, prise d’initiative, respect des délais et qualité du travail. CRM expert (audit, recommendations, configuration, development…)

Nabil was on my team for over a year. He greatly contributed to the successful deployment of Salesforce within the TF1 Group. His skills are very strong and his knowledge of the solution is remarkable. Very comfortable technically, and in his relationship with users, he's an excellent teammate! Un élément très appréciable dans une équipe, motivé, prise d’initiative, respect des délais et qualité du travail. CRM expert (audit, recommendations, configuration, development…)

Nabil is an outstanding expert architect who masters the Salesforce solution end to end. Great professionalism and dedication. High quality deliverables. I highly recommend himent.

J'ai eu le plaisir d'accueillir Nabil au sein de mon équipe CRM. Nabil est rapidement devenu indispensable à l'équipe projet. Aussi à l'aise techniquement que fonctionnellement, c'est très agréable de travailler avec lui. Ses compétences sont indiscutables et il s'est rapidement installé comme l'expert technique du groupe. Force de proposition et très bon exécutant, il permet aux projets d'être livrés en temps et en heure.

J'ai eu le plaisir de collaborer avec Nabil durant deux années dans le cadre de notre projet de d’évolution de notre CRM Salesforce. Nabil a fait preuve d'une grande autonomie, prenant rapidement la main sur des sujets complexes de configuration et de développement. Ses connaissances approfondies de la plateforme Salesforce ont été un atout majeur pour garantir des solutions robustes et alignées sur les meilleures pratiques.

J’ai eu l’occasion de travailler avec Nabil en tant que Senior Dev / Consultant CRM Salesforce. Il comprend très vite les enjeux business, propose toujours des solutions simples et efficaces, et sait très bien vulgariser les sujets techniques pour les équipes métiers. Fiable, pédagogue et orienté résultats, Nabil a clairement apporté un vrai plus à nos projets Salesforce et à notre organisation commerciale. Je le recommande sans hésitation.

No commitment required. Because
results speak for themselves.

Once you have the recommendations, bring in a Salesforce consultant to implement the action plan and maximize your ROI.

FAQ

Salesforce ROI assessment — everything you need to know before getting started

What does the Salesforce health check cover?

Technical analysis (architecture, security, limits), functional review (adoption, processes), and data assessment (quality, duplicates, completeness).

How long does the audit take?

5 to 10 business days depending on the size of your org. Complete deliverable with a prioritized action plan.

Is the audit free?

Starting at $4,000

What happens after the audit?

You receive a detailed report with quick wins, recommendations, and a roadmap. We can then implement the actions.

Do you need admin access to perform the audit?

Yes, read-only access is sufficient. We use a dedicated profile with the minimum required permissions.

Does the audit disrupt team operations?

No. The audit runs in parallel with your operations. We only involve your teams for a few targeted interviews.

Request your Salesforce health check

Free consultation to understand your challenges and define the scope of the audit.