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Salesforce Optimization ServicesSalesforce Optimization Services
You’re paying for a platform your team isn’t fully using. That ends here.
Most Salesforce problems aren’t implementation problems – they’re optimization problems. Licenses that aren’t earning their keep. Processes that were built for how the business used to work. Users who log in but don’t really engage. Support that’s slow when you need it most. We fix all four – systematically, measurably, and without rebuilding from scratch.
See What We Fix
Identify Salesforce inefficiencies, adoption gaps, and optimization opportunities for free.
Is This You?
If you recognize any of these, a structured optimization engagement will pay for itself.
What We Deliver
A Salesforce org that works as hard as your team does.
Optimization isn’t a single fix – it’s a structured review of how your org is configured, how your processes are built, how your users are set up, and how your support model is running. We identify every gap, prioritize by business impact, and fix what matters most first.
The result: higher license utilization, processes your team actually follows, adoption scores that reflect reality, and a support model that resolves issues in days – not weeks. Every change we make is documented, tested, and signed off before it goes live.
As a Navigator Specialist with 20+ certified professionals and hundreds of Salesforce engagements, we know exactly where the inefficiencies hide – and exactly how to fix them.
Backlog Setup
Where We Start
Every engagement begins with an Org Health Check.
A structured audit of your Salesforce environment, completed in 5–7 business days, identifying value gaps and prioritizing fixes.
Configuration & Technical Debt
Unused fields, redundant workflows, conflicting automations, and governor limit risks.
Security & Access
Profile and permission set review – ensuring the right people see the right data, nothing more.
License Utilization
Who’s logged in, who isn’t, and which features are going unused across your licences.
Adoption Metrics
Field completion rates, pipeline stage progression, and where the process breaks down in practice.
How We Do It
Four problems. One structured approach.
We address each root cause in sequence – because fixing adoption before fixing the underlying process just means people adopt a broken process faster.
1
Org Health Check
A complete audit of your Salesforce environment – license utilization, technical debt, adoption metrics, security model, and automation health. Delivered as a prioritized report with effort estimates within 5–7 business days.
2
License Right-Sizing
We map actual usage against your current license mix and identify where you’re over-licensed, under-licensed, or missing features already included in your subscription. Most clients find savings within the first review.
3
Process Re-Alignment
We interview your sales, service, and operations leads to understand how work actually flows – then rebuild the Salesforce configuration to match. Stages, fields, layouts, automations – rebuilt around what your team does, not what was assumed when the org was first set up.
4
Adoption Enablement
We identify the specific friction points driving low adoption – unnecessary steps, confusing layouts, missing automations – and remove them. Then we run role-based training sessions focused on the tasks each team actually does, not a generic Salesforce walkthrough.
5
Ongoing Managed Services
A dedicated retainer giving you a named point of contact, SLA-backed response times, and a proactive improvement backlog. Changes are delivered in sprints – no queues, no waiting for someone to pick up a ticket.
6
Measurement & Reporting
We define adoption and utilization baselines before we start and report against them monthly. You see the delta – login rates up, field completion up, pipeline data quality up. Progress you can show leadership, not just promises from a consultant.
The Outcome
What changes after an optimization engagement.
These aren’t aspirational outcomes. They’re what our clients report within 60–90 days of completing an optimization engagement.
A CRM That Mirrors Your Process
Stages, fields, and automations rebuilt around how your team actually sells and services – not around defaults. When the system makes sense, people use it. When people use it, managers can trust the data.
Support in Days, Not Weeks
With a Managed Services retainer, changes and fixes are scoped, queued, and delivered in regular sprints. You have a named contact, an SLA, and a backlog that moves – not a helpdesk ticket that disappears.
A Cleaner, More Secure Org
Technical debt cleared, redundant automations removed, data model tidied, and security model reviewed. A leaner org performs better, breaks less, and is easier for your team to maintain as the business evolves.
License ROI You Can Measure
Every license is mapped to an active user with a clear job to be done in Salesforce. Right-sized contracts mean you’re not renewing seats nobody uses – and you’re getting full value from the ones you keep.
Adoption That Moves the Needle
Higher login rates, more complete records, and pipeline stages that reflect reality. Forecasting becomes reliable. Sales leadership stops second-guessing the numbers. And reps spend less time on admin, more time selling.
Visibility You Can Act On
Dashboards rebuilt around your KPIs – not the ones that come out of the box. Sales velocity, stage conversion, service SLA compliance, license utilization. Data your team actually opens on Monday morning.
Real Scenarios
The situations we’re called in to fix.
Every optimization engagement starts differently – but these are the patterns we see most often across industries.
Manufacturing · B2B Sales
“Our reps log deals in spreadsheets and paste them into Salesforce at month end.”
The org was built for a 5-step sales process. The actual process had 11 steps and 3 approval layers. We rebuilt the pipeline to match reality, cut data entry time by 70%, and adoption jumped from 45% to 91% within 8 weeks.
Technology · SaaS
“We’re renewing 80 licenses but only 50 people log in regularly.”
A license audit revealed 18 seats assigned to departed employees, 12 users who only needed a read-only Partner Community license, and 6 features included in their existing subscription that nobody knew existed. Net saving: ~$40K annually.
Financial Services · Operations
“Simple change requests take 3–4 weeks. Our Salesforce is always 6 months behind.”
No internal Salesforce admin, no external retainer, and a backlog of 40+ change requests. We onboarded them onto a Managed Services retainer, cleared the backlog in 6 weeks, and now deliver improvements on a fortnightly sprint cycle.
Healthcare · Service Teams
“The system was built 4 years ago. Nobody knows why half the fields exist.”
An org that had grown through three different admins had 200+ unused custom fields, 47 conflicting workflow rules, and a page layout nobody had reviewed since 2020. We completed a full cleanup, reducing page load times and cutting training time for new hires by 40%.
Retail · Multi-Location
“We’re not using Einstein features we’re paying for in Sales Cloud.”
Einstein Lead Scoring, Opportunity Scoring, and Activity Capture were included in their license but had never been configured. We enabled and tuned all three in three weeks – and their conversion rate on top-scored leads improved by 28% in the first quarter.
Professional Services · Growth Stage
“Our forecast is always wrong because nobody updates their opportunity stages.”
Stage definitions were ambiguous, there were no required fields at stage progression, and managers had no visibility until close date. We rebuilt stage criteria, added validation rules, and introduced a weekly pipeline hygiene dashboard. Forecast accuracy improved from 55% to 84% within two quarters.
Related Services
Other ways we support your Salesforce investment.
Salesforce Implementation Agentforce & Einstein AI Managed Services Custom App Development Integration Services Data Migration
Offen Combined With
Salesforce Implementation
Agentforce & Einstein AI
Managed Services
Custom App Development
Integration Services
Data Migration
Start with a free Org Health Check.
We’ll audit your Salesforce environment, identify where you’re losing value, and deliver a prioritized report – at no cost. No obligation to proceed. Just an honest picture of what’s happening in your org and what it would take to fix it.
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Free Health Check
What people ask before they engage us.
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