Is your platform helping you grow or slowing you down? We uncover where it’s misaligned, overcomplicated, or underused, then turn it back into a business-critical tool that supports your real goals.
Our audits help you synchronize your platform with your current business strategy. We identify opportunities to optimize processes and underutilized features, providing a clear, prioritized roadmap to ensure Salesforce stays perfectly in tune with your business needs.
As your system evolves, we help you regain clarity by streamlining customizations and addressing technical debt. By resolving performance bottlenecks and cutting through the noise, we simplify your architecture so you can continue to make decisions with total confidence.
Whether you are planning an international rollout or adopting new Salesforce modules, we provide a thorough assessment of your system’s maturity. We help you prepare a stable foundation for growth, ensuring you have everything in place to scale efficiently and securely.
Your business has evolved. We uncover what is holding you back, challenge assumptions, and bring deep cross-market experience to every audit. Our senior consultants work as one integrated team, combining functional, technical, and strategic insight. We understand both the big picture and the local context, so whether you are operating in one region or across multiple countries, we deliver audits that are relevant, realistic, and ready to act on.
We appreciated the quality of Cloudity’s recommendations and the expertise they brought, which provided us with a clear vision following years of uncertainty. This marked a significant turning point for our company.
IT Director
A leading European logistics and supply chain group was using Salesforce for over five years but faced major adoption challenges. The platform, initially meant to boost sales efficiency, had become too complex and unintuitive for users. As a result, sales teams were disengaged, and the CRM was underutilized.
With Cloudity’s support, the company launched a full Salesforce audit to simplify its system and define a sustainable technical and organizational roadmap. We:
Streamlined ERP–CRM integrations to optimize data flows
Simplified interfaces by removing unused fields and features
Rebuilt CRM processes focused on core sales and customer management
Established internal governance with a dedicated Salesforce administrator
Designed a scalable “core model” for future European rollouts
As a result, the company achieved a significant increase in user adoption, greater sales productivity, and a clear strategic vision for group-wide CRM deployment across 20 subsidiaries.
Whenever your business evolves—new goals, leadership, KPIs, markets—or if you’re seeing low user satisfaction or slow adoption. Regular audits help ensure your Salesforce setup stays aligned with what matters most.
No. We assess both the technical setup and how well Salesforce supports your business goals. That means reviewing workflows, data models, user feedback, and process alignment—not just code and configuration.
Very little. We’ll ask for access to your Salesforce org and schedule short interviews with key users and stakeholders. No long reports or documentation needed—we keep the process light.
Typically 10 to 15 business days. We work fast without compromising quality. You’ll receive a detailed report and roadmap within that time frame.
A clear, structured report that includes:
