Service · CON
Salesforce Consulting
Before you spend on licences or build work, know exactly where you stand. We audit your org, find the gaps and the waste, and hand you a roadmap you can act on — with us or without us.
What's included
The work, itemised
Org health audit
A structured review of configuration, automation, code quality, and security across your org.
Process gap analysis
Where your Salesforce processes diverge from how your teams really work — and what it costs you.
Licence & cost review
Unused licences, over-provisioned editions, and features you pay for but never switched on.
Security & compliance review
Profiles, permission sets, and data access checked against least-privilege and regulatory requirements.
Architecture advisory
A senior architect on call for build-vs-buy decisions, AppExchange selection, and integration strategy.
Executive readout
Findings, priorities, and a costed roadmap presented in business terms — not consultant jargon.
How we deliver
From first call to steady state
Audit
Two weeks inside your org — configuration, code, data quality, and usage analytics.
Analyse
Findings ranked by business impact and effort, with quick wins separated from projects.
Roadmap
A sequenced plan with costs and outcomes for each phase — sized honestly.
Advise
Ongoing advisory as you execute, whether the work is done by us or your own team.
Outcomes
What good looks like
- 2wks
- Typical audit turnaround
- 30%
- Average licence savings identified
- 0
- Obligation to build with us
The audit stands on its own. Many clients use it to fix things internally — the ones who need help know exactly what they are buying.
Get started
Let's scope it together.
Book a free 30-minute consultation. We'll review your current setup and tell you honestly what this service would look like for your organisation.