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 Automation Implementation: Avoiding Failure and Scaling with Confidence
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Enterprise AI Adoption Challenges Explained: Data, Integration, ROI & Governance
Enterprise AI adoption is rising rapidly, but success rates aren’t. A study by S&P Global finds that 42% of companies scrap their AI initiatives, and
How Enterprises Identify Automation Opportunities Quickly
A Reddit chat on automation failures had people discussing how enterprises automate everything and anything, while leaving the bottlenecks untouched. Automation has moved from an
How AI Process Mapping Helps Enterprises Identify Bottlenecks, Risks, and Inefficiencies
88% of enterprises reported using AI in at least one business function, but no more than 10% report scaling it, finds McKinsey’s The State of
Top AI Integration Companies in 2026: Full Comparison & Expert Guide
Enterprises are investing heavily in artificial intelligence, but most struggle not with the models themselves, but with embedding AI into real systems and workflows where
9 Best AI Consulting Firms for Enterprises: 2026 Review + Comparison
AI has fully captured the enterprise arena, but so have the risks that come with scaling it. Adoption is accelerating across every major industry. The
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.”