Salesforce Consulting
Salesforce Healthcheck
Comprehensive audit of your Salesforce investment with an actionable improvement roadmap.
- Investment
- $10k per Cloud
- Timeline
- 3–4 weeks per Cloud
- Delivered by
- Xenai Digital
What this engagement is
A comprehensive 3-week audit of your Salesforce implementation that identifies critical issues, unlocks hidden value in your existing investment, and gives you an actionable improvement roadmap. Covers all clouds — Sales, Service, Marketing, Commerce, Analytics and any custom applications — priced per cloud. Delivered through the Xenai Digital partnership for enterprise-grade audit capability.
Who this is for
- Organisations who suspect their Salesforce investment is underperforming but can't pinpoint why
- Leaders preparing for a major upgrade, integration or new cloud rollout
- Teams worried about security, compliance or audit readiness
- Orgs where user adoption has stalled or operational costs have crept up
What’s included
- Comprehensive system audit across configuration, performance and data quality
- Critical issues and risk assessment covering security, compliance and operations
- Performance optimisation opportunities for system speed, adoption and process efficiency
- Best practices compliance review with gap analysis against Salesforce standards
- User experience and adoption analysis with workflow improvement recommendations
- Prioritised implementation roadmap with timelines, resources and expected outcomes
- Executive presentation of findings
How we’ll work together
- 1
Week 1 — Discovery and data collection
Comprehensive review of system configuration, user feedback and business processes across all in-scope Salesforce clouds.
- 2
Week 2 — Analysis and assessment
Deep-dive analysis of findings, benchmarking against best practices and identification of optimisation opportunities.
- 3
Week 3 — Recommendations and roadmap
Actionable recommendations packaged into a prioritised implementation roadmap and executive presentation.
Frequently asked questions
- How do we get started?
- Book a free 30-minute consultation. We’ll confirm whether this is the right engagement for you. If it isn’t, we’ll tell you — and often suggest where to look next.
- What if we need something slightly different?
- The scope is a starting point, not a contract. We adapt once we’ve met the team and seen the real situation. Any scope changes are agreed in writing before we start.
- Who actually delivers the work?
- Engagements are delivered through Xenai Digital, with Robin leading the work. For larger pieces, specialist partners are brought in for specific disciplines — always named in the scope before we start.
- What happens after we’re done?
- You own everything we produce. We stay available for follow-up questions at no extra charge for 30 days. After that, we can roll into a lighter ongoing advisory arrangement if useful.
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Ready to talk?
Book a free consultation — we’ll decide together whether this engagement is the right next step.
Book a free consultation