Salesforce Assessment and Audit Services

Since 2001 we’ve improved the user experience of thousands of Salesforce users and solved complex system issues for hundreds of businesses. This expert background helps us deliver exceptional Salesforce assessment and audit services supported by strong Salesforce ecosystem knowledge and commitment to client success.

You’ve been using your Salesforce CRM for a while and invested much time, money, and resources, but still don’t feel its implementation is returning even half of it?

Or even worse, the new CRM slows down your business processes instead of accelerating them? Or maybe your admin decided to resign and is leaving behind a legacy of poorly documented modifications?

Hiring the Ascendix team for the Salesforce audit will give you a second set of eyes on your CRM.

In addition, you’ll be able to identify the issues hampering user adoption and payback from your CRM initiative, prevent potential security and data leakage issues, evaluate overall Salesforce Org health, and get a viable plan for its optimization.

Request Salesforce Assessment Services by Ascendix

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See <a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener">how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we have a new lead.</p>

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What Challenges Salesforce Assessment and Audit Can Solve for You?

My custom Salesforce functionality was affected by the newly released features or updates.
My business needs more technical resources to be on top of the newly released Salesforce functionality.
We are concerned about cybersecurity and protecting our corporate and client data within CRM and integrated solutions.
I must ensure that our CRM system is ready for a new release.
We need to check Salesforce ORG’s health and sustainability and compare it against Salesforce standards.
We want to switch from Salesforce Classic to Salesforce Lightning or connect several Salesforce instances and prepare for this properly.
Our organization needs to check how mature our current system is to support our growing needs.
I am looking for ways to improve our Salesforce functionality, but I don’t know how.
My Salesforce doesn’t work correctly, and I need help identifying and fixing system errors.
I need a second opinion on the newly implemented features and if everything works as planned from a technical standpoint.

How We Drive You to Better CRM Health and Performance

Choose Ascendix as your Salesforce assessor and bring your user experience to a new level of efficiency. We'll cover the main problem areas and provide you with detailed to-dos to remediate these issues and help you hit your goals faster.

CRM Health Check

Don’t get your data locked in malfunctioning CRM. We’ll run a Salesforce Org health assessment and provide a comparative analysis of your existing implementations and if those follow Salesforce’s best practices.

Salesforce Technical Assessment

A technical CRM audit will give you a detailed review of your standard/custom object schema, system configurations, user field dependency, and formula field layout configurations. Also, we’ll assess the Apex code against quality standards to prevent performance issues.

Salesforce Data Assessment

If you feel that your CRM is infested with inaccurate, duplicated, or erroneous data, we’ll help you with data cleanup, normalization, and ultimately putting an end to the data chaos. Besides that, we can assist with data import / export and purification automation.

Salesforce Maturity Assessment & Release Readiness Checkup

If you need to learn how to take advantage of newly released features, our administrators will help you stay on top of what’s new in Salesforce and prepare your CRM for them. In addition, our experts will guide you on reaching an ultimately personalized experience through organizational optimization and aligning platform features with your business goals.

Reports & Dashboards Review

Our administrators will inspect your reports and dashboards to verify that they are well-organized and display essential business metrics.

System Integration

Our experts will help you identify integration opportunities and solve connection issues with other Salesforce Clouds, third-party solutions, or CRM systems.

User Adoption Inspection

Have you noticed that your Salesforce started piling data silos? It may happen because some users avoid using Salesforce. We’ll review user activity, usage statistics, and login history and help you identify usage gaps. Also, to ensure that your Salesforce CRM meets users’ needs, we’ll analyze your business processes for further automation opportunities and optimization.

“ We were using disparate systems for our customer resource management and project management. After extensive conversations, Ascendix created a custom Salesforce environment for us that integrated customer relationship and project management. Our incoming acquisition opportunities are identified and logged into our system at 2-3x the rate they were using previous tools. ”

Hunter Kennedy, Vice President at Source Energy Partners

How We Can Help with More Specific Salesforce Audit Services

We understand that you are busy running your business and don't have time to chase and fix system bugs. Our team has all the necessary skills and knowledge to remove all the complexities connected with using Salesforce and bring more certainty to your platform.

Salesforce Lightning Readiness Assessment

Ready to switch to Salesforce's Lightning experience? We'll consult on the Salesforce Classic to Salesforce Lightning transition best practices and convert the Visual force page into Lightning pages.

Pardot Audit

Elevate your marketing effectiveness with completely fine-tuned Pardot (Account Engagement) automation. Our consultants will thoroughly audit your email templates, forms, and landing pages to revitalize them.

Security & Vulnerability Assessment

Make your CRM fully compliant with Salesforce security standards and your valuable data protected from misuse. We'll validate the user role hierarchy, profiles, and permissions and run Salesforce risk assessment, vulnerability, and penetration tests to ensure your Salesforce org is safe.

Salesforce Lightning Readiness Assessment

Ready to switch to Salesforce's Lightning experience? We'll consult on the Salesforce Classic to Salesforce Lightning transition best practices and convert the Visual force page into Lightning pages.

Pardot Audit

Security & Vulnerability Assessment

What Makes Ascendix an Ideal Salesforce Assessment Services Provider

Ascendix is a well-established Salesforce consultancy with a 20-year proven track record.

Our blended expertise in CRM consulting and custom development allows us to look at your Salesforce Org from different standpoints and apply the best practices accumulated over the years. Our platform knowledge has evolved along with the Salesforce ecosystem, so you don't have to pay for our admins' time to learn about the CRM product specifics and capabilities.

For over two decades, we've delivered hundreds of projects of various complexity for international enterprise-level companies and small family-owned firms with the same high level of personalized service. And thanks to our commitment to client success, we’ve been recognized as a Crest Consulting Partner by Salesforce.

20+ Years in CRM consulting

300+ highly impressed customers

AppExchange Partners since 2014

Proficiency in Sales, Service, Experience, Marketing Clouds, and Pardot

Recognized Salesforce Navigator Level II Managed Service provider

A winning combo of Salesforce consulting and custom development expertise

Offshore/Onshore engagement models

70+ subject-matter Salesforce experts

Our Clients

Book a Free CRM Consulting and Strategizing Call

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See <a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener">how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we have a new lead.</p>

Full Name

Work Email

By submitting this form, you agree to Ascendix Privacy Policy

Salesforce Assessment & Audit FAQ

What is CRM Assessment?

The CRM assessment is a process of identifying system errors and functionality bottlenecks to eliminate them, improve user experience, and create a more mature CRM platform for business needs.

What is a Salesforce audit?

A Salesforce audit is a comprehensive CRM analysis of platform usage, overall system health, and flaws in implemented functionality to create a remediation roadmap to improve user experience and adoption.

What is Org assessment in Salesforce?

Salesforce Org assessment is a CRM audit and health check process to pinpoint system errors and gaps in platform utilization to prevent data leakage, Salesforce underperformance, and poor user adoption.

Contact Us

Contact Ascendix

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See<a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener"> how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we have a new ascendix.com lead.</p>

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Contact Info

+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com

Contact Sales Team

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See<a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener"> how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we got a new demo request.</p>

First Name

Last Name

Work Email

Business Phone

Message

Attach files

Select products you are interested in:

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info

+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com

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Salesforce Assessment and Audit Services

Request Salesforce Assessment Services by Ascendix

What Challenges Salesforce Assessment and Audit Can Solve for You?

How We Drive You to Better CRM Health and Performance

CRM Health Check

Salesforce Technical Assessment

Salesforce Data Assessment

Salesforce Maturity Assessment & Release Readiness Checkup

Reports & Dashboards Review

System Integration

User Adoption Inspection

Hunter Kennedy, Vice President at Source Energy Partners

How We Can Help with More Specific Salesforce Audit Services

Salesforce Lightning Readiness Assessment

Pardot Audit

Security & Vulnerability Assessment

Salesforce Lightning Readiness Assessment

Pardot Audit

Security & Vulnerability Assessment

What Makes Ascendix an Ideal Salesforce Assessment Services Provider

20+ Years in CRM consulting

300+ highly impressed customers

AppExchange Partners since 2014

Proficiency in Sales, Service, Experience, Marketing Clouds, and Pardot

Recognized Salesforce Navigator Level II Managed Service provider

A winning combo of Salesforce consulting and custom development expertise

Offshore/Onshore engagement models

70+ subject-matter Salesforce experts

Our Clients

Book a Free CRM Consulting and Strategizing Call

Salesforce Assessment & Audit FAQ

What is CRM Assessment?

What is a Salesforce audit?

What is Org assessment in Salesforce?

Contact Us

Request Professional Services

Request a Demo or Trial

Contact Ascendix

Contact Info

Contact Sales Team

Contact Info