FREE Salesforce Health Check – Mid-Market & SMB - CBQA Solutions - AppExchange
Skip to NavigationSkip to Main Content

FREE Salesforce Health Check – Mid-Market & SMB
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 33
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 12
FREE Salesforce Health Check – Mid-Market & SMB
FREE Salesforce Health Check – Mid-Market & SMB Assessment
A free 1-hour Salesforce org audit to uncover issues, improve performance,

A complimentary 1-hour Salesforce audit for mid-market companies. We identify misconfigurations, security risks, automation gaps, and quick-win improvements to increase CRM performance.

Highlights

  • Comprehensive Org Health Score####A full evaluation of your Salesforce org covering security, data quality, automations, and performance—delivered in a clear, actionable report.
  • Quick Wins Identified in 24–72 Hours####Immediate recommendations that reduce friction, improve adoption, and enhance CRM efficiency without requiring major rework.
  • Expert Guidance from Certified Consultants####Insights and optimization recommendations from certified Salesforce specialists experienced with mid-market and SMB implementations.


Description

What’s included in the FREE Salesforce Health Check####This complimentary assessment helps mid-market and SMB companies understand the current state of their Salesforce org and identify opportunities for optimization.##Our certified team performs a structured review of:####Security model & permissions####Data quality, duplicates, and storage####Automations (Flows, Processes, Apex triggers)####Object configuration & technical debt####Page performance & user experience####Sales Cloud setup & pipeline flow####Integrations and API usage####Deliverables####You receive a detailed report that includes:####A Health Score summary####Quick wins (24–72 hours)####Medium-term improvements (1–4 weeks)####Long-term optimization roadmap####Recommended technical and business changes####This Health Check is ideal for companies looking to improve adoption, streamline processes, increase visibility, and maximize Salesforce ROI.

Geographic Focus

United States
Illinois
International Mexico

Languages

English, Spanish

About CBQA Solutions Our Expertise is on HealthCloud, Service Cloud, Service Voice Cloud, FSL. we are trusted by clients that leads on their Industry: Irhythm, Bio-rad And Toyota.

Headquarters
San Francisco, California