Get the most out of Salesforce audit

A comprehensive audit to fix irregularities before it slows down performance or breakdown

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Years IT Sector Experience

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Years Domain Expertise

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Global Projects

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Domain Verticals

Salesforce audit

Our audit process focuses on testing Salesforce by analyzing your current technologies, identifying security and capability gaps, analyzing automation scope, checking data quality, and much more. We also give you the best possible suggestions to meet your business objectives and enhance your Salesforce performance.

Health check-up report

A complete check-up of your Salesforce system, whether it is updated, the data is adequately integrated, where any department is working in silos, and much more.

Automation possibilities

Advise you on the possibilities of automation on your current Salesforce to streamline your teamwork and make your system more efficient.

Identification of security gaps

Check whether your security settings align with the one recommended by the Salesforce baseline standard or your chosen custom baseline.

Analysis of data quality

Evaluate your data quality to check whether it is error-free, all the data validations are put in place, and if there is any duplication.

Customization or configuration

Identify the need for Salesforce customization or configuration. If necessary, we suggest the appropriate solutions to your business needs.

Optimization and scalability

Plug loose ends and problematic extensions, curb growing pains with the expert forecast, etc., that helps to increase your organization's productivity and reduce failures.

Technology audit

Our focus is to identify whether the technologies you use can keep up to your expectations in providing the desired experience to your customers. We also determine whether the technology is holding teams from consolidating, integrating, or adopting to deliver the expected results.

Process audit

We aim to improve adoption and increase usability and automation of your Salesforce system by giving efficient recommendations. In addition, we also provide you with advice on enhancing your data quality using the best data management practices.

Salesforce products we work with

We develop Salesforce products and build integrations with our sound theoretical knowledge and Salesforce best practices.

Salesforce customer 360 – Accelerate growth and efficiencies

A single view of customer data across marketing, sales, commerce, production, service, finance, and across the organization.

Sales Cloud - One platform for the complete sales process

Opportunity management, Sales automation, Forecast management, Revenue cloud, Sales engagement, Territory planning, etc.

Service Cloud – Winning hearts through a connected experience

Case management, Automation, Analytics, Self-service, Field-service, Digital engagement, Omni-channel engagement, etc.

Marketing Cloud – Building a trusted relationship for life

Customer data platform, Personalization, Engagement, Account engagement, Intelligence, Loyalty management, etc.

Commerce Cloud – Flexible tools, easy automation, trusted by leaders

B2C commerce, B2B commerce, D2C, Dynamic content management, AI for commerce, Order management, Payments, etc.

Experience Cloud – Customer-first experience from anywhere

Partner relationship management, business integrations customer service, building your experiences, connecting your customers, etc.

Salesforce Einstein – Rapid adoption of AI across Salesforce

Built-in AI to engage with empathy, increases productivity, and scales connected customer experiences across the organization.

Tableau – Revealing the power of data

Sales– turns data into measurable growth.
Service– insights from CSAT.
Marketing– data-driven insights for campaign optimization.

Mulesoft – Connected experience faster

Anypoint exchange, design center, anypoint security, mule runtime engine, management center for connecting any system, anywhere.

Slack – Empowering collaboration

Improves collaboration and communication between teams and helps to deliver exceptional experiences that accelerate business growth. It is beneficial for all teams, be it- sales, service, marketing or project management.

Pardot – all-in-one marketing automation solution

Streamlines business and automates marketing tasks. Creates targeted campaigns, generate and manage leads, nurture prospects, and track the performance of marketing efforts in real-time.

Industries we serve

A decade of real-life experience helps us acquire expertise and domain knowledge of business models and processes across multiple industries.

Advisory/Consulting

We assist in excelling the changing client behavior and delivering your valuable services promptly to help maintain the existing clientele while searching for new ones.

Real estate

We help transition to more efficient processes by helping you manage inventories, properties, accounts, site visits, and more.

Healthcare

We assist you in accelerating acquisition, registration, service, and innovation. Let your focus be on patients.

Education

We help to make work seamless by collaborating all data on admission, verification, assessment, alumni management, CRM etc., in one place.

Professional services

We equip you with technology that assists in proper management of projects, resource planning and delivering valuable services, which helps maintain the existing clientele while searching for new ones.

Banking and finance

We assist in addressing challenges like transitioning from traditional institutions to providing innovative solutions, meeting customer demands, preventing data breaches and more.

E-commerce

Our technology expertise empowers you to provide seamless experiences that inspire and convert modern connected shoppers that help you grow and succeed.

Non-profit

We identify the specific needs of the nonprofit organizations and empower them leverage technology to advance their missions and create positive social impact

Our Projects

We contribute to hundreds of projects annually through technologies that accelerate performance and innovation across multiple industries.

Transforming Data Validation with Automation in Salesforce

January 28, 2025

technologymindzanushka

Our client, a non-profit organization in Australia dedicated to protecting marine wildlife and conserving healthy water bodies, faced challenges in maintaining data integrity within their Salesforce environment. They sought a technology partner to implement robust data standard validations and automate task assignments to streamline their operations.

Enhanced data integrity and standard validation with automated apex triggers

May 11, 2024

technologymindzanushka

Our client is a non-profit organization in Australia that protects precious marine wildlife and conserves healthy water bodies across and around Australia.

Revolutionizing Customer Inquiry Management with Web-to-Case Integration

May 9, 2024

technologymindzanushka

Our client, a not-for-profit organization spearheading the development of a circular economy for packaging in Australia, faced challenges in managing customer inquiries and tracking user data effectively. They sought a solution to seamlessly capture form submissions from their website into Salesforce, enabling organized data management and efficient customer response.

Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors.

Uncovering cost of IT downtime: Why outsourcing IT helpdesk is the solution

September 28, 2023

harrysingh1996

IT helpdesks are critical to businesses in today's hyper-connected world. They are the first point of contact with employees, providing resolutions to their IT problems as quickly and efficiently as possible. An efficient IT helpdesk is a vital component of organizations, ensuring that employees and users have access to timely and effective technical support. It [...]

Revolutionizing customer experiences: Leverage the potential of Salesforce Lightning

September 24, 2023

harrysingh1996

Delivering excellent client experiences is essential in the fast-paced world of modern business. Businesses use CRM systems to simplify their processes and provide personalized services to their customers. That's where Salesforce Lightning comes in, assisting businesses like yours in improving productivity and user experiences. What is Salesforce Lightning? Salesforce Lightning is an advanced platform that [...]

Skills gap challenges: Harnessing the potential of staff augmentation for your business

September 20, 2023

technologymindzanushka

Finding the right individuals to build your team often feels like a jigsaw puzzle with missing pieces. The skills gap is an enormous challenge, a shared struggle, and an essential element in driving business success in today's dynamic industry. Skills gap: A challenge in modern business Consider the following scenario: Your organization is working on [...]