Uncover hidden tech debt, maximize your cloud investment, and get an actionable roadmap — across every Salesforce Cloud, every industry vertical. Complimentary 2-hour discovery session for qualified businesses.
Scorecards, checklists, and cost-saving frameworks you can use with your team today.
of 5+ yr orgs carry significant tech debt
Assessment delivery timeline
Avg. cost savings identified
Salesforce Clouds & Domains covered
See how much your organization could save with a comprehensive Salesforce platform assessment. Enter your details to get a custom ROI estimate and uncover the value of better performance, cleaner processes, and smarter platform decisions.
Calculate Your ROI EstimateFind out how ready your Salesforce org really is for Agentforce and AI adoption. Answer 12 quick questions to uncover gaps, strengths, and the next steps to get AI working smarter for your business.
Take the Scorecard NowFrom Sales Cloud to Data Cloud 360 to Agentforce — we evaluate every layer of your platform, not just the surface.
Every industry has unique Salesforce challenges. We bring specialized knowledge to surface the highest-impact opportunities in your sector.
Your AI is only as good as your data. We evaluate your Data Cloud implementation end-to-end — from ingestion to activation — ensuring your customer 360 is truly unified, clean, and AI-ready.
Audit all ingestion sources, connectors, and sync schedules for completeness and reliability.
Evaluate matching rules, reconciliation logic, and unified profile accuracy across channels.
Review calculated insights, DMOs, segment definitions, and activation targets for AI readiness.
Assess data activation targets, marketing orchestration, and real-time personalization setup.
Every assessment produces tangible artifacts your team can act on immediately — from executive summaries to technical blueprints.
High-level overview for C-suite and IT leadership — key risks, opportunities, and strategic recommendations.
Detailed documentation of your current-state architecture, data flows, integrations, and customizations with annotated diagrams.
Comprehensive catalog of deprecated features, unused automations, redundant objects, and security vulnerabilities prioritized by risk.
Custom scorecard evaluating your org's readiness for Agentforce adoption with a gap analysis and 90-day remediation plan.
Phased execution roadmap with quick wins (0–30 days), short-term initiatives (30–90 days), and strategic plays (90–180 days).
Usage audit of all Salesforce licenses with right-sizing recommendations and projected cost savings.
Start with a no-obligation discovery session where our Salesforce SMEs review your platform at a high level.
Typically a 2–4 week engagement. Offered as complimentary for qualified prospects.
A structured engagement that minimizes disruption and maximizes insight.
Week 1
Stakeholder interviews, platform access, org audit scoping, and business alignment.
Week 1–2
Architecture audit, data review, security scan, AI readiness evaluation, and health check.
Week 2–3
Findings compiled into a prioritized roadmap with cost-benefit analysis and phased execution plan.
Week 3–4
Executive presentation, technical walkthrough, artifact handoff, and accelerator activation.
Salesforce is going all-in on Agentforce. Without clean data, proper architecture, and AI-ready processes, your org can’t benefit from what’s next.
Evaluate whether your data model, quality, and completeness meet the bar for Einstein AI and Agentforce agents to deliver reliable, trustworthy results.
Assess your org's readiness to deploy Agentforce agents — topics, actions, guardrails, and prompt template quality across service, sales, and custom agents.
Review Einstein Trust Layer configuration, data masking, PII handling, and AI governance policies to ensure safe, compliant AI deployment.
Evaluate Einstein prediction builder, recommendation engine, and CRM Analytics AI capabilities — including data prerequisites and model performance.
Audit external data connections, MuleSoft integrations, and real-time data availability needed to power intelligent agents and context-aware AI.
Identify the top 3–5 Agentforce use cases your org can deploy within 90 days — with data readiness scores and implementation estimates.
Every Salesforce org tells a different story. Here are scenarios our assessments consistently surface.
A manufacturer running CPQ + CloudCraze learned both had entered end-of-sale — received a phased Revenue Cloud migration plan before their support window closed.
A manufacturer running CPQ + CloudCraze learned both had entered end-of-sale — received a phased Revenue Cloud migration plan before their support window closed.
A healthcare org wanted Agentforce but discovered critical data quality and architecture gaps. Assessment provided a 90-day remediation plan to become AI-ready.
A consulting firm was paying for 300 licenses with only 180 active. Assessment recommended restructuring that saved $80K/yr — redirected to new capabilities.
A retailer had fragmented customer data across Sales, Service, and Marketing. Data Cloud assessment unified 2.3M profiles, enabling true omnichannel personalization.
A SaaS company had 15+ point-to-point integrations creating data sync conflicts. Assessment redesigned the architecture using MuleSoft's event-driven pattern.
Two hours with a Salesforce SME to evaluate your platform, identify opportunities, and chart the path forward.
