This audit is for you if:
Does this sound familiar?
- You don't trust your pipeline, ARR, or forecast without manual checks
- Reporting requires spreadsheets or constant cleanup
- Sales reps avoid Salesforce or use workarounds
- You've added tools (CPQ, AI, automation) but things feel more complex
- Your system "works" but doesn't scale with your revenue model
- Most teams don't realize how much revenue risk is hiding here.
What the Salesforce Audit Covers
Revenue & Reporting Accuracy
Pipeline integrity and stage logic. ARR / NRR calculation gaps. Forecast reliability issues. Reporting inconsistencies.
Data Quality & Structure
Duplicate accounts, contacts, and leads. Field sprawl and conflicting definitions. Data model alignment with your GTM motion.
Workflow & Automation Gaps
Broken or redundant automations. Manual processes slowing down sales/CS. Lifecycle misalignment across teams.
AI Readiness (Critical Right Now)
Data structure gaps blocking AI performance. Automation readiness for Agentforce / AI workflows. Where AI will fail (and why).
Revenue Leakage Risks
Missed renewals or expansion tracking gaps. Billing / CPQ misalignment. Process breakdowns impacting revenue.
What You Walk Away With
You'll know exactly what's wrong—and what to do next.
- Executive summary of key issues
- Clear list of what's broken (no fluff)
- Prioritized roadmap (what to fix first, second, third)
- Revenue risk and efficiency impact analysis
- Optional implementation plan
Simple, Fixed Pricing
Pricing
Fast Audit — $5,000
A focused review of one area (e.g., lead routing, CPQ logic, or renewal process). Best for teams that already know where the pain is.
Full Audit — $12,000–$18,000 (Most Common)
End-to-end review across Sales, Marketing, CS, and Rev Ops. Includes a full deliverable with findings, risk assessment, and a prioritized roadmap.
Audit + Fix Sprint — $20,000–$30,000
Everything in the Full Audit, plus 2–4 weeks of hands-on fixes. We don't just tell you what's broken—we fix the highest-impact items before we leave.
Pricing depends on company size, complexity, and systems involved. Most clients start with a Full Audit.
Why This Is Different
Not a generic Salesforce partner. Not an outsourced team reading from a script.
We've sat in RevOps, Sales, and CS seats inside scaling SaaS companies. We know what breaks because we've lived it.
Every recommendation is tied to business impact—not just best practices. You won't get a PDF of screenshots. You'll get a clear, opinionated plan that your team can actually execute.
We also bring AI-native thinking to every engagement. If there's a smarter, faster way to do something with automation or AI, we'll flag it.
Best Fit For
Who should book this audit?
Ideal fit:
SaaS companies with 50–500 employees
Using Salesforce as their core CRM
Have at least one full-time admin or RevOps person
Experiencing pain in lead flow, forecasting, renewals, or reporting
Planning or recovering from a Salesforce implementation
Not ideal fit:
Pre-revenue startups without a CRM in place
Companies using HubSpot, Zoho, or other non-Salesforce CRMs
Teams looking for someone to just "admin" their org long-term
What Happens Next
From first call to deliverable in 2-4 weeks.
1. Book a Call — 30-minute intro to understand your goals, pain points, and Salesforce setup.
2. Kickoff + Access — We get access to your org and schedule stakeholder interviews.
3. Audit in Progress — We review your systems, processes, and data over 1–3 weeks depending on scope.
4. Deliverable Review — We walk your team through the findings and roadmap live. You'll leave with a clear plan.
Announcement
1 Hour Call - 1 Problem - 1 Solution
Get a Salesforce Implementation Plan to tackle your biggest Salesforce challenge.
What can you accomplish in one day?