The Roadmap for maximizing your Salesforce investment
Comprehensive review of your current Salesforce architecture and any needed changes to fully support your processes and other software integrations.- Full data analysis quantifying all the invalid, duplicate and inaccurate data within your Salesforce org. This includes Leads, Contacts, Accounts and Opportunities.
- Go-to-market framework to contrast with your existing sales, marketing and operational functions; includes recommendations around where Artificial Intelligence (A.I) can accelerate pace as well as realize cost savings.
- Business intelligence dashboard showing the top 3-5 key performance indicators (KPIs), shown in real-time
The Salesforce Audit is a roadmap for success that can be implemented by any partner or with in-house resources. There is no obligation to utilize Everpeak for any ongoing services.
