Audit & Assessment
Uncover system inefficiencies, misalignments, and missed opportunities empowering you to realign your CRM strategy with business goals using AI-driven insights and best practices.
Unlock Greater ROI with Data-Driven, Intelligent Salesforce Evaluation
At TechMatrix Consulting, we help you evaluate your existing Salesforce ecosystem with precision. Our Salesforce Audit & Assessment Services uncover system inefficiencies, misalignments, and missed opportunities empowering you to realign your CRM strategy with business goals using AI-driven insights and best practices.
We don’t just assess, we deliver clear, actionable recommendations to improve adoption, efficiency, and ROI.
Reveal Gaps. Realign Strategy. Optimize ROI
Whether you’re underutilizing features, struggling with adoption, or preparing for a major transformation, our Salesforce assessments give you the clarity, direction, and confidence to move forward strategically.
Org Health Check & System Review
- Org Architecture Review
- Configuration Audit
- System Usage vs. Design Alignment
- Technical Debt Identification
- Feature Adoption Analysis
- Improvement Opportunities Summary
Process & Workflow Analysis
- End-to-End Process Mapping
- System Behavior Analysis
- Gap & Bottleneck Identification
- Automation Opportunities Assessment
- Business Alignment Validation
- AI-Driven Process Insights
Data Quality & Integrity Assessment
- Data Model & Object Structure Review
- Duplicate Record Detection
- Field Usage & Completeness Audit
- Validation Rule & Format Consistency Check
- Data Governance Policy Review
- Recommendations for Cleansing & Enrichment
Security & Access Review
- User Role & Hierarchy Review
- Profile & Permission Set Audit
- Sharing Rules & Data Access Policies
- Field-Level & Object-Level Security Check
- Access Control vs. Job Function Mapping
- Compliance & Risk Mitigation Report
AI-Driven Performance & Usage Analytics
- Feature Usage Analysis
- User Engagement Insights
- System Performance Monitoring
- AI-Based Usage Pattern Detection
- Adoption Heatmaps
- Optimization Opportunity Report
Strategic Recommendations & Roadmap
- Comprehensive Audit Summary
- Prioritized Action Items
- Quick Win Identification
- Strategic Optimization Roadmap
- Business Alignment Recommendations
- Transformation Readiness Insight
Why Choose TechMatrix for Salesforce Audit & Assessment?
Because we blend intelligent analysis with business alignment helping you get the most from your Salesforce investment.
AI-Powered Assessment Approach
Leverage automation and data science to uncover patterns and improvement opportunities not visible through manual audits.
Business-Process-Aligned Reviews
Our audits consider not just the tech but how well it supports your actual workflows and growth goals.
Industry Best Practice Benchmarking
Compare your setup with Salesforce and industry benchmarks to gauge performance and maturity.
Security, Compliance & Scalability Focus
We help you uncover vulnerabilities, mitigate risks, and future-proof your CRM environment.
Actionable, Prioritized Insights
Our reports include practical recommendations ranked by business impact, effort, and urgency.
Foundation for Transformation & Growth
Use your audit results to plan future migrations, customizations, or digital transformation initiatives with confidence.
Work Portfolio
Explore how we’ve empowered businesses across industries with intelligent, AI-driven strategies and tailored Salesforce solutions that deliver measurable impact.
BMW & MINI Drive Excellence in Customer Engagement Across Southeast Asia
Transformed Feedback Management at Canara Bank
Elevated CX Through Salesforce Service Cloud & Feedback Management Implementation for Indigo Airlines
Transformed Customer Support for Swiggy With Salesforce Service Cloud Implementation
Bosch Transformed Website Interactions with Agentforce Implementation
Trusted by Industry Leaders, Powered by Results
FAQ
TechMatrix Consulting offers a comprehensive Salesforce Audit & Assessment service that evaluates system architecture, data quality, security settings, user adoption, automation workflows, and overall platform performance. The goal is to identify inefficiencies, risks, and improvement opportunities.
A Salesforce audit helps uncover hidden issues such as underused features, data inconsistencies, security vulnerabilities, and technical debt. TechMatrix Consulting helps organizations maximize ROI by aligning the platform with evolving business needs and Salesforce best practices.
TechMatrix follows a structured evaluation process involving stakeholder interviews, system diagnostics, usage analytics, configuration review, and gap analysis. The findings are delivered in a detailed report with prioritized recommendations for optimization and future enhancements.
TechMatrix recommends performing a Salesforce audit at least once a year or during key milestones such as system upgrades, organizational changes, or after major customizations. Regular assessments ensure platform health, scalability, and continuous alignment with business goals.
Let’s connect with our experts and transform your business
Whether you are looking to start from scratch or re-engineer your system, we’d love to hear from you.
