AutomationFix - Salesforce Audit

The Salesforce Optimization Audit

Transform Your Salesforce Instance with Our Comprehensive Audit and Blueprint

Why Choose the AutomationFix Comprehensive Salesforce Audit?

After working on over 870+ Salesforce projects and seeing all the common issues, we created The AutomationFix Salesforce Optimization Audit – a complete 61 Point Inspection of your entire Salesforce instance as well as a visual map of your Salesforce setup.

The System Blueprint we provide offers a bird’s-eye view of your data flows, automations, and integrations, helping you identify what’s working and what’s not.

What You Get:

System Blueprint

A detailed map of your current processes.
Identification of issues, their impacts, and optimized process recommendations.
Visualize how your data flows, where your automations connect, and how everything integrates.

Comprehensive Shareable Presentation

A shareable visual representation summarizing our findings.
Tailored to help you advocate for internal improvements.

Detailed Evaluation Report

A thorough reference of evaluated areas, identified issues, and actionable steps.

How Much Does It Cost?

Quick Chat
- Let’s start with a brief, no-obligation call. During this 30-minute conversation, we’ll get to know your business, understand your Salesforce setup, and identify your main pain points.
Customized Quote
- Based on our discussion, we’ll provide you with a detailed, customized quote. This ensures you’re only paying for what you truly need, with no hidden fees or unnecessary add-ons.
Transparent Pricing
- We pride ourselves on transparency. Our pricing is straightforward, and we’ll walk you through every detail to make sure you’re comfortable and confident with your investment.

Ready to get started?

Click below to schedule your call and discover how affordable optimizing your Salesforce instance can be.

How Long Will It Take?

Detailed Assessment
- We dive deep into your Salesforce setup, examining every detail to ensure nothing is overlooked. Our expert team takes the time to understand your unique processes and requirements.
Regular Updates
- Throughout the audit, we keep you in the loop with regular updates. You’ll know exactly what stage we’re at and what’s coming next, so there are no surprises.
Swift Turnaround
- While our audits are comprehensive, we aim to deliver results as quickly as possible without compromising quality. On average, you can expect to have your complete audit and actionable insights within 30 days.

Let’s Get Specific:

Every business is different, and timelines can vary based on the complexity of your Salesforce instance. To give you the most accurate timeline, let’s discuss your project specifics during a brief call.

Your Next Steps:

After we’ve completed your Comprehensive Salesforce Audit and walked you through everything, you have a few options to consider:

Ignore the Findings (Highly Unlikely)
- While you could choose to set aside the audit and continue as is, we know that smart organizations like yours recognize the value of optimizing their Salesforce instance.
Implement the Action Items with Your Team
- Use the prioritized action plan we provide to have your team implement the necessary changes. We’ll ensure you have all the details and recommendations needed to allocate resources effectively and plan your projects accordingly.
Partner with Us for Implementation
- For a seamless and efficient implementation, you can choose to have our experienced team handle the action items for you. We’ll work closely with you and your team to understand your priorities and get started quickly.
- Typically, we can finalize an implementation agreement within 1-3 days. This means you could begin the implementation process within 24 hours of receiving your audit materials.

Our goal is to help you unlock the full potential of your Salesforce instance, ensuring you can achieve the maximum return on your investment.

Get Started Today:

Let’s kick off with a quick 30-minute call. During this conversation, we’ll discuss your needs, provide pricing, and outline the timeline.

Fill out the below to schedule your call and start transforming your Salesforce instance.