Salesforce Tune-up
Get your Salesforce tuned up to execute your sales strategy. Prove your ROI.
Maximize Your Salesforce Application Investment
What We Examine
Architecture & Dev Review
Business Process Review
Scalability Review
Application Security Review
Salesforce Technical Tune-up
1. Initial application review
- Review of business processes and Salesforce implementation.
- Review of data requirements, data models, and classes.
- Review of security requirements, level of access, and permissions.
2. Detailed application analysis
- Analysis and review of Salesforce application design and architecture.
- Analysis and review of the application inputs and outputs.
- Conduct review of custom code for adherence to Salesforce standards.
- Review third party applications, connectivity, and permissions.
- Match user licenses to application functionality and business needs.
- Conduct security check and review results.
- Review peak usage situations, including high demand periods and scalability issues.
3. Action plans
- Application Optimization Plan with suggested object, code, screen, and process improvements.
- Application Security Optimization Checklist with review of data access, changes to sharing, and permissions.
- Application Licensing Plan with review of levels of licensing, changes to licensing, and savings benefits
Insights Into Salesforce Assessment
AI-Driven Safety in Oil and Gas: Improving Risk Visibility Across Complex Operations
The oil and gas industry records some of the highest worker fatality rates of any sector globally. Industry operations take place in hazardous environments such
What Is AI Governance? A Complete Guide
AI is already making decisions that affect your customers, your employees, and your bottom line. It is used to approve loans, screen job applications, forecast
Process Mining in Finance: Improve Close Cycles, Cost, and Compliance
In 2024, Gartner predicted that 90% of finance teams would have deployed AI in at least one function by 2026. Yet two-thirds of the CFOs
Intelligent Automation Strategy Guide for Enterprise Leaders
In a Reddit conversation, a user talked about how their attempts to automate workflow resulted in more complex, broken processes. They asked a question, ‘At
What Is Process Mining AI? Use Cases, Benefits, and Strategy
The majority of the enterprises already collect vast amounts of operational data, yet still struggle to answer three significant questions: Why does work slow down?
Best AI Agents for Logistics and Supply Chain in 2026
Global supply chains are facing constant disruption, from volatile freight rates to unpredictable demand and fragmented visibility. In fact, according to Gartner, despite modern ERP
Our Process is Simple & Consistent
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We get to know you, your business challenges, and your goals.
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We identify opportunities for improvement.
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We help you craft your requirements.
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We provide detailed, honest estimates we can stand by.
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We get to work — balancing efficiency, quality, and your timelines.
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We partner with you to keep you informed and engaged.
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We deliver your solution on time and on budget.
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We are here for you beyond “go live.”