Salesforce Audit & Optimization
Improve your Salesforce platform performance in as little as 4 weeks
Third Pillar offers a targeted service designed to enhance your Salesforce environment’s efficiency with precision. Through a comprehensive analysis, our expert consultants assess your current implementation, pinpoint areas for improvement, and deliver actionable recommendations.
Assess Your Current Implementation
A comprehensive evaluation of your current implementation to understand its configurations, integrations, and usage, identifying strengths, weaknesses, and opportunities for improvement to form a tailored alignment strategy.
Identify Opportunities for Improvement
Identifying opportunities for improvements in your systems and enabling data-driven strategies that optimize performance and resource utilization through focused, actionable reports and guidance.
Deliver Actionable Recommendations
Delivering practical, specific, and actionable recommendations that translate analysis into concrete steps, ensuring measurable progress toward your desired outcomes.
What Happens in an Audit & Optimization?
Discovery
Initial session to understand business goals, key challenges, and Salesforce usage context.
Walkthrough of Instances
Guided review of Salesforce orgs to assess current setup, customizations, and configurations.
Data Gathering Sessions
Structured interviews with stakeholders to collect detailed information on processes, pain points, and system usage.
Run SF Analysis Tools
Execute Salesforce-native and third-party tools to evaluate system performance, metadata, and technical debt.
Analysis & Documentation
Synthesize findings into a comprehensive report outlining current state, gaps, and improvement areas.
Recommendations
Deliver strategic and tactical suggestions for optimizing Salesforce to better align with business objectives.
Timeline & Resources
Achieve significant results in 4 weeks with a dedicated team.
Business Analyst
Document business needs, pinpoint optimization gaps, and collaborate with stakeholders to set project objectives.
Project Manager
Outline project scope, goals, and deliverables. Manage timelines, budget, and resources. Maintain communication among teams and stakeholders. Address risks and project challenges.
Salesforce Architect
Develop scalable, efficient Salesforce solutions aligned with business processes, and guide development teams on best practices to provide technical leadership and guidance.
Salesforce Developer
Customize, integrate, and optimize your Salesforce platform to meet business needs. They design, develop, test, and deploy solutions to enhance functionality and efficiency.
Analysis Tools & What to Expect
Cracks in Your Salesforce?
If your CRM has been feeling sluggish, cluttered, or just not delivering the ROI it used to, you might be due for a strategic tune-up. In this Consultant’s Corner piece, Third Pillar’s Director of Project Management Office, Christene Mantuano, walks us through the must-do audit for Salesforce users—and why waiting could be costing you actual pesos.
