Book Your Free Salesforce Audit and Fix What's Slowing Your Team Down
Get a free 90-minute audit and uncover the inefficiencies, reporting gaps, automation issues, and user adoption problems slowing your business down.
Schedule Your Free Audit
Fill out the form below and we'll reach out within 1 business day to coordinate your 90-minute session.
No pressure. No obligation. Just a practical conversation about how to improve your org.
What Actually Happens in Your Free Salesforce Audit
No vague “discovery call” — every Cloud Nexus audit follows a three-phase structure designed to surface the highest-leverage fixes for your org in 90 minutes, with a written deliverable you keep.
Context & Goals
We walk through your team structure, current pain points, and what you’re trying to accomplish in Salesforce over the next 12 months. No product pitch — just understanding your business.
Live Org Review
Screen share into your actual Salesforce org. We inspect your data model, automation, reports, security model, and user adoption signals — narrating what we see and why it matters as we go.
Three Highest-Leverage Fixes
We narrow everything we found into the three changes that will move the needle most for your team in the next 30 days — prioritized by impact, effort, and dependency.
You leave with a written audit summary
Within 24 hours, you’ll receive a 1-2 page document with the three prioritized fixes, what each will take to implement, and whether you can take them on solo or need a partner. Yours to keep regardless of whether we work together.
Is Salesforce Feeling More
Complicated Than Helpful?
Many teams know Salesforce can do more, but they're too busy to pinpoint what's broken, what's underused, and what should be fixed first.
What's Included in Your Free
90-Minute Salesforce Audit
This session is designed to give you practical, prioritized insight you can use right away.
Org Review
We assess your current setup, structure, and configuration to identify strengths, weaknesses, and opportunities for improvement.
Process Assessment
We review key workflows to uncover inefficiencies, bottlenecks, and places where automation could save time.
Reporting & Data Check
We evaluate reports, dashboards, and data quality to improve trust, visibility, and decision-making.
Quick Wins
You'll receive practical recommendations that can deliver immediate value without requiring a major project.
Strategic Guidance
We identify higher-impact opportunities that can support your longer-term Salesforce goals.
Actionable Next Steps
We help you understand what to prioritize first so your team can move forward with confidence.
A Simple 3-Step Process
A low-friction process focused on delivering value quickly.
Request the Audit
Complete the form and tell us a little about your current Salesforce challenges.
Review Your Org
We discuss your goals, pain points, and current setup to understand where improvements are needed most.
Get Expert Guidance
You leave with clear findings, practical recommendations, and a roadmap for next steps.
A Practical Session Designed
to Create Momentum
This isn't just a review. You'll leave with clear direction and confidence.
This Audit Is Ideal For You If…
Whether you're running a growing org or cleaning up an inherited one, this audit can help.
Practical Salesforce Improvements
That Drive Real Outcomes
We focus on what moves the needle — not just technical observations.
"The audit gave us immediate clarity on what was slowing our team down and exactly what to fix first."
— Mary Fitzpatrick, Big Pharma Company
Common Questions About the Audit
Got questions? Here are the answers to the things people ask most.
Is the audit really free?
Yes. This is a free promotional offer with no obligation attached. No credit card required. No bait-and-switch.
How long is the session?
The audit session lasts 90 minutes and is focused on practical insights and recommendations you can act on immediately.
Do I need to prepare anything?
It helps to come prepared with your current challenges, goals, and any specific concerns you want reviewed. We’ll send a short pre-call form to help focus the session.
Will you need access to our Salesforce org?
That depends on how you want to structure the review. We can do read-only access for a deeper review, or work from screenshare during the call. We’ll discuss preferences during scheduling.
What happens after the audit?
You’ll receive clear recommendations and can decide how you want to move forward — work with us, take it to another consultant, or implement internally. No pressure either way.
— CLAIM YOUR FREE AUDIT —
Book Your Free 90-Minute
Salesforce Audit Today
Free audit slots are limited. Book your session now and uncover opportunities to improve efficiency, reporting, automation, and user adoption.
Book My Free Audit →No cost · No commitment · Senior-level Salesforce help · info@cloudnexus.ai