Services

Salesforce Tech Stack Audit

Gain complete visibility into your software spend with our expert technology review. We identify exactly where you are overpaying for redundant applications and provide a direct path to consolidate tools reduce costs and maximize your core Salesforce investment.

Our Four-Step Audit Process

We turn around a comprehensive evaluation report in just three business days ensuring your team gets immediate actionable insights.

Initial Discovery Call

We meet with your team to discuss your current software landscape and have you explain the specific external platforms you rely on daily.

Platform Demonstrations

Your team provides our certified experts with a live demonstration showcasing exactly how you utilize these disconnected tools in your regular workflow.

Tech Stack Inventory

Our team builds a comprehensive inventory document detailing all active third-party apps recurring software expenses and system integrations.

Leadership Presentation

We write up a strategic roadmap and present it to your leadership team detailing exactly how you can fold those external applications directly into Salesforce.

The Value Of A Tech Stack Audit

Reduce Monthly Expenses

By identifying redundant third-party applications you can eliminate unnecessary subscription costs and redirect your budget toward core business growth.

Streamline Daily Workflows

Forcing your team to switch between disconnected tools creates operational friction. Folding external applications into Salesforce creates a single unified workspace.

Maximize Investment

You are already paying for a powerful CRM. We help you unlock native features you may not realize you have ensuring you get the absolute most out of your software.

Tech Stack Consolidation Opportunities

Fully optimized Salesforce customers leverage the platform as a single unified source of truth. We systematically analyze your connected environment by applying proven best practices on an industry basis ensuring your platform is perfectly tuned to eliminate unnecessary software expenses without disrupting your daily workflows.

Marketing

Email Marketing Platforms
Event Management Applications
Marketing Automation Systems
Customer Survey Tools

Sales

Standalone Quoting Applications
Document Generation Tools
Electronic Signature Software
Lead Routing Systems

Customer Support

Dedicated Ticketing Systems
Standalone Live Chat Tools
Partner Portal Software
Field Service Management Apps

Operations

Legacy ERP Platforms
Shipping And Fulfillment Systems
Custom Built Legacy Databases
Human Resources Systems

Financial

Financial And Accounting Software
Subscription Billing Software
Expense Tracking Systems
Payment Processing Gateways

Logistics

Inventory Management Applications
Supply Chain Visibility Tools
Route Planning Software
Vendor Management Portals