Expert Salesforce Audit Services to Optimize Your CRM Performance

At CRM Hacker, we don’t guess.

CRM Hacker specializes in Salesforce audit services designed to optimize your CRM performance. Our audits identify and resolve issues like data duplication, inefficient processes, and system bottlenecks. Through our expert analysis, we ensure your Salesforce is streamlined for success, saving time and boosting revenue. Discover the difference our salesforce audit services can make in transforming your CRM into a powerful tool for growth.

What You Get in Your Salesforce Audit

🔎 Data Health Check

Spot duplicates, bad data, abandoned fields, and system clutter

⚙️ Automation & Process Review

Identify slow, risky, or redundant automations across Flows, Process Builder, and Workflow Rules

🚀 Lead & Opportunity Flow Evaluation

Diagnose leaks, bottlenecks, and broken handoffs hurting your pipeline

🧩 User Experience Audit

Are page layouts, list views, and navigation helping or hurting your reps?

📊 Reporting & Dashboard Analysis

Are your reports driving decisions or just creating noise?

🔌 Integration Quick Scan

Check if your marketing, sales, support, and billing tools are syncing properly

🛠️ Technical Debt & Scalability Review

Assess if your Salesforce is set up for scale... or setting you up for headaches

What To Expect

📄 A written report with plain-English findings
🎥 A live walkthrough (screenshare included)
🗂️ Prioritized recommendations by Critical, High, Medium, Low
🛤️ 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