Most organizations are running Salesforce at 40–60% of what it can do. We audit what you have, identify what’s underused, broken, or quietly costing you, and give you a prioritized plan you can act on.

What we see most often
Automations that were never finished. A flow built two years ago by someone who has since left, quietly changing records nobody is watching.

AI and Einstein features already paid for, never switched on. The capability is sitting in the license. Nobody was assigned to turn it on.

Dashboards nobody trusts. The reports look right. The data underneath them has never been audited, so leadership quietly makes decisions elsewhere.

Integrations that fail silently. A connection breaks, and nobody finds out for three days, or three weeks.

An org nobody fully understands. The person who built it is gone. Every change now feels like a risk.

Teams working around Salesforce instead of through it. Spreadsheets on the side. Five screens open to answer one customer question.

The problems are rarely unique. They follow patterns we see consistently across mid-market organizations in the US and Canada, patterns that are almost always more solvable, and more affordable to fix, than the client expected when they first called us.

Typical health check: 8–12 hours of senior consultant time, delivered as a written findings report with a remediation roadmap.