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
Agentic AI Evaluation Metrics: KPIs, Benchmarks, and Best Practices
Enterprise AI agent programs that fly on the wrong metrics make expensive decisions on incomplete evidence. These programs attempt to expand agent authority when escalation
AI Accountability Framework: A Practical Guide for Enterprise Leaders
AI is running inside your organization right now, powering decisions, surfacing recommendations, and automating workflows. The investment is real. The results are visible. But one
How to Build AI Infrastructure: A Step-by-Step Enterprise Guide
AI pilots are running inside most large enterprises right now. The demos look compelling. The business case also has board-level support. But the question that
Enterprise AI Agent Deployment: A Step-by-Step Implementation Guide
Gartner reports that through 2026 and 2027, at least 40% of enterprise AI deployments will fail to make it to production. More than model performance,
Salesforce MCP: Bridging AI Agents and Enterprise Systems
AI agents are increasingly penetrating enterprise systems, while Salesforce sits at the center of most customer workflows. Teams either wire agents to Salesforce through custom
Machine Learning in Mining: Applications, Benefits, and Real-World Examples
A single unplanned failure of a primary crusher or haul truck fleet at a large open-pit mine can cost an operation anywhere from fifty thousand
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.”