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Is Your Salesforce Helping You Win... or Holding You Back?
At CRM Hacker, we don’t guess.
We audit — and give you the real story behind why your CRM feels messy, slow, or just "off."
- Get a full system diagnosis
- Find hidden issues draining your time and revenue
- Walk away with a clear, actionable game plan
What You Get in Your Salesforce Audit
🔎 Data Health Check
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Spot duplicates, bad data, abandoned fields, and system clutter
⚙️ Automation & Process Review
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Identify slow, risky, or redundant automations across Flows, Process Builder, and Workflow Rules
🚀 Lead & Opportunity Flow Evaluation
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Diagnose leaks, bottlenecks, and broken handoffs hurting your pipeline
🧩 User Experience Audit
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Are page layouts, list views, and navigation helping or hurting your reps?
📊 Reporting & Dashboard Analysis
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Are your reports driving decisions or just creating noise?
🔌 Integration Quick Scan
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Check if your marketing, sales, support, and billing tools are syncing properly
🛠️ Technical Debt & Scalability Review
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Assess if your Salesforce is set up for scale... or setting you up for headaches
What To Expect
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📄 A written report with plain-English findings
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🎥 A live walkthrough (screenshare included)
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🗂️ Prioritized recommendations by Critical, High, Medium, Low
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🛤️ A tailored roadmap to fix issues and optimize performance
Whether you fix it yourself or want a partner to handle it — you’ll have full clarity on what’s next.
Why CRM Hacker
👨💻 10+ years of Salesforce optimization experience
⚡ Built for scaling SaaS and technology teams
🛠️ Hands-on fixes — not just advice
📈 We make Salesforce simple, scalable, and powerful for revenue teams
What To Expect
Our Clients
