Salesforce Audit | Salesforce Security Audit

Data security is our top priority. We follow strict confidentiality and security protocols throughout the audit process.

Our team members are bound by non-disclosure agreements, and we ensure that all access to your systems is conducted in a secure manner, using industry-standard practices to protect your information at all times.

Our audit recommendations are designed to be scalable and consider your organization’s specific capabilities and budget. We prioritize suggestions that provide the highest impact relative to cost and complexity.

Moreover, we can help you phase in changes gradually to manage costs and complexity, ensuring you can improve your CRM system without overwhelming your resources.

We understand the importance of minimizing disruption to your daily operations. Our CRM audit is designed to be as non-intrusive as possible.

We conduct our analysis remotely and schedule any necessary discussions or deeper dives at your convenience. Our goal is to give you information to enhance your system with minimal impact on your current workflows.

Our CRM audit is a thorough examination of your Salesforce system to ensure it’s optimized for maximum efficiency and alignment with your business goals. Here’s what we include:

• Configuration Review: We check all settings and configurations to ensure they are set up according to best practices and your business needs.
• Security Assessment: We evaluate your security settings, including user roles, profiles, and permissions, to ensure your data is protected and access is appropriately restricted.
• Data Management Evaluation: We analyze how your data is managed, looking for issues like duplicate records and assessing data quality and storage practices.
• Customization Analysis: We review all custom fields, objects, and layouts to ensure they serve your business effectively and suggest removals or modifications as needed.
• Automation Review: We examine automated workflows, process builders, and validation rules to identify any inefficiencies or redundancies.
• Integration Check: We assess the integration with other systems to ensure smooth data flows and functionality across your business operations.
• Performance Metrics: We analyze user adoption rates and system performance metrics to identify areas needing improvement.
• Documentation Review: We assess the completeness and accuracy of your system documentation and user guides to support training and system understanding.
• Strategic Recommendations: Based on our findings, we provide a detailed report with actionable recommendations for improvements that align with your business strategies.
• And more…

It is recommended to conduct a Salesforce Org Audit at least annually or whenever significant changes occur within your business processes or Salesforce implementation.

Regular audits help maintain optimal performance and alignment with business strategies.

Key areas include system configuration, data quality, user security and permissions, customization effectiveness, integration with other tools, workflow processes, and overall system performance and user adoption.

You can expect actionable insights on improving system configurations, enhancing data integrity, tightening security, and optimizing user experience.

The audit will also provide recommendations for better utilization of Salesforce features and custom developments.

Yes! Our team has extensive experience with both Salesforce, HubSpot and other CRM / marketing automation platforms like ActiveCampaign and Zoho, ensuring seamless integration and efficient operation of these powerful tools.

We work with small to medium-sized businesses across various industries, focusing on those looking to enhance CRM operations affordably and efficiently.

Yes, a CRM audit can identify barriers to user adoption, such as complex interfaces or inefficient workflows.

Recommendations can include training, simplifying processes, or customizing features to better meet user needs, thereby improving adoption rates.