130
certifications
Renowned for value-adding Salesforce services, we continually enhance and reaffirm our professional expertise.
Run your business better with smarter, tailored-fit operations
18
year-long record
From finance and healthcare to logistics and media and entertainment, Andersen brings Salesforce expertise to a wide array of niches.
4.9/5
Clutch ranking
The success of our Salesforce audit and implementations is reflected in positive feedback from customers around the world.
130
certifications
Renowned for value-adding Salesforce services, we continually enhance and reaffirm our professional expertise.
18
year-long record
From finance and healthcare to logistics and media and entertainment, Andersen brings Salesforce expertise to a wide array of niches.
4.9/5
Clutch ranking
The success of our Salesforce audit and implementations is reflected in positive feedback from customers around the world.
Why conduct Salesforce CRM audits
Such health checks help to make sure your Salesforce CRM works properly and generates the maximum possible value.
Increase ROI
Clean, secure, and dependable data keeps your CRM system performing at its peak, driving measurable growth.
Maximize value
Conducting a Salesforce audit allows you to align your aims and strategies with Salesforce configs.
Recognize issues quickly
Identify and resolve issues in Salesforce by proactively assessing data quality, security, and compliance.
Optimize performance
Cut costs by making better use of existing features and removing unused licenses.
Our Salesforce audit services
Andersen provides different types of Salesforce auditing and monitoring services, ranging from free to bespoke, conducted specifically for your requirements, workflows, and non-standard solutions.
Free
1 business day health check designed for SMEs to evaluate workflows and uncover weak spots in their existing Salesforce organization.
- Metadata quality evaluation;
- Data security and compliance audit;
- Workflow, process, and automation assessment;
- Analysis of external bespoke integrations;
- Strategic guidance, reporting, and roadmap planning.
Basic
Up to 5 business days health check intended for SMEs to assess existing customizations and their degree of flexibility.
- Includes everything in the free framework, plus the following:
- Thorough manual review of your code and logic;
- Detailed evaluation of your external custom integrations;
- Deep data quality analysis (for customers with Sales/Service Cloud).
Detailed
Up to 10 business days Salesforce audit for middle-sized entities employing an array of versatile Salesforce Clouds.
- Includes everything in the Basic Audit package, coupled with:
- Up to four collaborative sessions with your team of Salesforce users;
- Assessment of the way you utilize the acquired Salesforce features and licenses;
- Review of the effectiveness and usage of your AppExchange offerings.
Audit process results
Comprehensive evaluation
Andersen will accomplish an in-depth review of your entire Salesforce environment, scrutinizing your objects, workflow automations, record types, installed solutions, and engineering landscape, as well as all external integrations.
Overview of challenges
As your Salesforce health checker, we will highlight the key issues, shortcomings, and barriers within your Salesforce ecosystem platform and provide actionable strategies to tackle and improve them.
Salesforce security action plan
As detail-oriented Salesforce optimizers, our experts will run a comprehensive examination of security settings – e.g., access rights, permissions, and record sharing – to pin down vulnerabilities and put forward solutions.
Guide and recommendations
Andersen’s final report will deliver a prioritized list of issues, highlighting the most critical fixes needed. It will also provide a step-by-step guide detailing what should be done next to resolve them, along with suggestions for further improvement.
Signs your Salesforce CRM is subpar
Low adoption rates
When users hesitate to adopt Salesforce and consider other data processing solutions, our Salesforce audit will identify the root causes and offer targeted solutions.
Flawed data security
Corporate data security should be a priority. With properly tuned Salesforce security settings, all your data assets will be traceable and safeguarded.
Recurring constraints
When your Salesforce system impacts the UX, e.g. with sluggish performance or exceeded storage capacities, a check will provide remedies for these issues.
Clutter and complexity
When redundant applications overload your system, this causes unnecessary complexity, hampering your overall performance and compromising security.
Problems with locked records
If you encounter locked records when trying to update information, this should be addressed to boost your corporate efficiency and system performance.
Limited capabilities
Benefit from potent Salesforce updates that introduce far-reaching transformative features, fueling enhanced business growth towards your goals.
Low adoption rates
When users hesitate to adopt Salesforce and consider other data processing solutions, our Salesforce audit will identify the root causes and offer targeted solutions.
Flawed data security
Corporate data security should be a priority. With properly tuned Salesforce security settings, all your data assets will be traceable and safeguarded.
Recurring constraints
When your Salesforce system impacts the UX, e.g. with sluggish performance or exceeded storage capacities, a check will provide remedies for these issues.
Clutter and complexity
When redundant applications overload your system, this causes unnecessary complexity, hampering your overall performance and compromising security.
Problems with locked records
If you encounter locked records when trying to update information, this should be addressed to boost your corporate efficiency and system performance.
Limited capabilities
Benefit from potent Salesforce updates that introduce far-reaching transformative features, fueling enhanced business growth towards your goals.
Reach out to Andersen
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
Customers who trust us
