Salesforce Health Check 
Ensure you're getting the most out of your investment in Sales Cloud or Pardot

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Get a thorough evaluation of your Salesforce instance. 

An experienced consultant will review your Salesforce environment, evaluating data hygiene, proper usage of features, reports and dashboards and user management. This review will serve as a basis for optimizing Sales Cloud and/or Pardot. 

This package includes:

  • A complete review of Sales Cloud or Pardot. 
  • Analysis of standard features and reports.  
  • Configuration of recommended improvements to the system. 
  • Multiple training sessions.  

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