Audits and Optimization

Our Salesforce Account Engagement Optimization Services Improve Sales and Marketing Automation Performance

Salesforce and Account Engagement Audits + Optimization

Are You Maximizing Your Technology Investments? Do You Even Know What’s Possible?

Maybe settings were missed when implemented. Or end users have come and gone. Maybe systems are cluttered with legacy campaigns, sync errors & duplicates and you don’t know if you should trust your reports. Or maybe you just need a free preliminary health check to ensure you are using all the latest features.

Our Team of Certified Professionals Can Help

Our team of seasoned Certified Salesforce Admins and Automation Specialists address these issues daily. Our audits will pinpoint what should be fixed and what can be enhanced to help you maximize your results.

Salesforce & Automation Implementations

Technology Optimizations

Dashboards Created

Automated Campaigns

Scored Leads

Road Map and Timeline for Success

Define Your Success Criteria

We meet with your team to understand your business, campaigns, sales process, sales cycle, team and goals you have for your technology.

Technology and Database Audit

Our team will conduct an audit of your marketing & sales technology use and database to identify potential issues and opportunities.

Results & Recommendations

We provide a detailed list of opportunities with specific best practice recommendations. This includes:

Red flags
Unused / underused features
Third-party integrations
Best practice workflows
Scope of each issue and estimated level-of-effort
Benefits of resolution

Roadmap + Timeline

We provide a final roadmap, prioritized plan and budget to help you achieve your goals based on your feedback.

Quick fixes
Critical fixes
Training
Project management timeline
Governance documents
Downstream recommendations

Kick Off Optimization

Our blended team of Salesforce, Account Engagement (Pardot) and database experts will implement the plan and deliver on time and on budget.

Maximize Your Budget with Optimized Technology Consulting

Realize the full potential of Salesforce and Account Engagement. Our Certified Salesforce Consultants turn your roadmap into reality. Here are just some of the tactics, task, best practices and projects we can tackle to optimize your systems:

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Provide and implement data integration rules and recommendations

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Improve workflow to attract and capture more leads

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Recommend and align best practice custom fields for improved syncs

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Profile and permission recommendations and best practices

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Implement best practice nurturing workflows to increase “Sales Ready Leads”

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Lead assigment rules and best practices

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Set up lead scoring and grading best practices

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Set up triggered campaigns to convert more leads

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Ensure the most advantageous features and integrations are being utilized

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Engagement Studio (nurturing) best practices

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Third-party integrations best practices and recommendations

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Increase automation to reduce repetitive tasks for increased time savings

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Enable and utilize campaigns for real-time reporting

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Create dashboards and key reporting to monitor performance

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Improve Salesforce views for increased sales production

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Increase insights for improved decision making

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List and preference center recommendations and best practices

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Form and landing page templates and best practices

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Email builder recommendations and template design best practices

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Lifecycle tracking for increased attribution

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Improve hand-off from marketing to sales to enable sales with prioritized lead views

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Daily sales activity reports and dashboards

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Improve sales forecasting

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Establish governance for consistent auditing

Learn More About our Salesforce and Account Engagement Agency Services

Schedule a Call

Not Sure if a Full Audit Makes Sense?

Start with a Free Preliminary Health Check

Gabriel Sales offers a complimentary Health Check with no strings attached. A certified professionals conducts a 30 to 60 minute session to understand where you are, where you want to be, and completes a survey of your existing implementations to identify:

Technical settings
Usage & limits

Features enabled
Sync errors & warnings

After the Health Check, we provide our findings in a short graded benchmark report. If we think we can help optimize your system, we also include a full audit proposal and/or additional recommendations.

Visit Our Library of Case Studies Now

VIEW THE RESULTS

Additional Services to Accelerate Results After Your Initial “Optimization”

After your systems are dialed in, we can continue to help your team improve your technology capabilities and the capacity of your day-to-day marketing and sales operations.