--- title: Salesforce Audit --- [![](https://go.twopirconsulting.com/l/1122773/2026-04-09/4pcqc7/1122773/17757083108wV6IzPA/twopir_company_Logo_removebg_preview.png)](https://twopirconsulting.com/) - [AI Readiness](https://info.twopirconsulting.com/ai-readiness-audit?hsLang=en) - [Hubspot](https://info.twopirconsulting.com/hubspot-audit?hsLang=en) - [Salesforce](https://info.twopirconsulting.com/salesforce-audit) - [Contact Us](https://meetings-na2.hubspot.com/ccomstock/initial-discovery-call-15-minutes) **Only 2 free audit slots open** this week β€” spots fill every Monday 1 2 3 4 5 Resets in 4d 12:00:00 Claim Your Slot β†’ Salesforce Certified Partner # Architecting Salesforce *Enterprise Revenue* Infrastructure. Beyond Standard Implementation. We design, fix, and scale enterprise revenue systems to drive predictable commercial outcomes. 34% Reduction in operational drag via consolidated RevOps professionals 180% Increase in lead-to-opportunity velocity by restructuring GTM automation 60% Faster deployment of complex integration frameworks across enterprise stack 80% Improvement in data hygiene and cross-departmental reporting accuracy πŸ† Salesforce Partner ⭐ HubSpot Partner ### Book Your Salesforce Audit Our Salesforce architects will review your setup and respond within 24 hours. Who We Are ## We Engineer Architectural Alignment. Our certified RevOps professionals and integration engineers deploy strategic infrastructure transforming disconnected platforms into a unified revenue engine built for scale β€” not just software setup. Complex organisations don't fail because they lack tools; they fail due to fragmented data systems, misaligned GTM processes, and operational debt accumulated from tactical, short-term deployments. We transform Salesforce into a high-performing revenue engineβ€”architecting, optimising, and scaling environments that deliver predictable, measurable outcomes. 80+ Successful Deployments 100% Customer Retention 40+ Certified Salesforce Professionals 60% Faster Integration Delivery --- Fix Your CRM ## Relatable? We Should Definitely Talk. From CRM and integrations to custom apps and complex system architecture β€” we help you scale without chaos. Here's what we'll cover in your Salesforce audit: βœ“ Identify revenue leaks across CRM, integrations, and GTM processes βœ“ Design and optimise complex systems β€” from CRM to custom apps, portals, and integrations βœ“ Apply practical AI to improve operations and pipeline conversion rates βœ“ Eliminate silos and build a unified revenue architecture across all teams βœ“ Access GTM performance and key bottlenecks slowing your growth βœ“ Align teams with clear processes and ownership across your revenue function βœ“ Define a scalable RevOps model built for your stage and trajectory βœ“ Improve forecasting, reporting, and decision-making with clean data architecture After the audit, you will also understand what is missing in your current CRM and system architecture, and receive your meeting/stakeholder setup for scale and data integrity. For personalised assistance, reach out to us by completing the form at the top of this page. --- Your Audit Deliverables ## Here's Exactly What You Walk Away With Every Salesforce audit produces three concrete outputs β€” not a slide deck of vague observations, but actionable intelligence you can use the same week. Deliverable 01 πŸ“‹ ### Full CRM Health Report A scored assessment of your entire Salesforce environment β€” from data quality to process gaps β€” so you know exactly where revenue is leaking. - CRM data quality score with benchmarks - Broken workflow & automation audit - Duplicate & dirty data analysis - Missing integration points flagged - User adoption rates by team View sample report β†’ Deliverable 02 πŸ—ΊοΈ ### Prioritised Fix Roadmap A ranked, effort-vs-impact matrix of every issue found β€” so your team knows which fixes drive the fastest revenue results and what to tackle first. - Issues ranked by revenue impact - Quick wins vs. long-term fixes separated - Estimated effort per fix item - Owner-ready task breakdown - 30 / 60 / 90 day execution plan See sample roadmap β†’ Deliverable 03 🎯 ### 60-Min Expert Review Call A live walkthrough of findings with a certified Salesforce architect β€” not a junior analyst. Ask questions, pressure-test the roadmap, and leave with full clarity. - Direct access to a certified architect - Findings explained in plain business language - Live Q & A on your specific use cases - Recorded for your team's reference - Follow-up summary email included Book your call β†’ --- Audit Scope ## Free Audit vs. Full Revenue Audit Not sure which is right for you? Start with the free audit β€” most companies find enough in the first session to justify the full engagement. | What's covered | Free Audit 30-min diagnostic call Β· No cost | Most Popular Full Revenue Audit Deep-dive engagement Β· Paid | | --- | --- | --- | | CRM Data & Architecture | | | | CRM data quality scoring | ⚑ High-level overview | βœ“ Full field-by-field analysis | | Duplicate & dirty data detection | β€” | βœ“ With remediation plan | | Object & field audit | β€” | βœ“ Full org assessment | | Process & Automation | | | | Lead-to-close process review | ⚑ Surface-level review | βœ“ End-to-end mapping | | Broken workflow & automation audit | β€” | βœ“ All flows & process builders | | CPQ & quote-to-cash review | β€” | βœ“ Full CPQ configuration audit | | Revenue Intelligence | | | | Forecasting accuracy analysis | β€” | βœ“ With benchmark comparison | | Pipeline health & conversion rates | ⚑ Top-level metrics only | βœ“ Stage-by-stage breakdown | | Revenue reporting & dashboards | β€” | βœ“ Full dashboard audit + rebuild | | Deliverables & Support | | | | Written findings report | ⚑ Brief summary | βœ“ Detailed 20–40 page report | | Prioritised fix roadmap | β€” | βœ“ With effort / impact scoring | | Expert review call | 30 min diagnostic | βœ“ 60 min with certified architect | | Implementation support available | β€” | βœ“ Optional β€” same team | | Most companies uncover 3–7 critical gaps in the free audit alone β€” the full audit reveals the complete revenue picture. | | Book Full Audit β†’ | By The Numbers ## The RevOps Backbone for Complex Enterprises Our track record speaks for itself. Here's what our enterprise clients experience after working with us. 80+ Successful Deployments completed across diverse industries 100% Customer Retention β€” every client retained post go-live 40+ Certified Salesforce Professionals dedicated to your revenue architecture --- ⭐ Our Guarantee ## We Guarantee You'll Uncover *At Least 3 Critical Revenue Gaps* β€” Or You Don't Pay After 80+ enterprise Salesforce audits, we're confident enough in our process to put it in writing. If our audit doesn't surface at least 3 significant gaps costing your business measurable revenue, we'll refund your audit fee in full. No questions asked. - βœ“ Minimum 3 critical revenue gaps identified β€” or full refund - βœ“ Every finding backed by data pulled directly from your Salesforce org - βœ“ Delivered within 5 business days of your kickoff call - βœ“ Conducted by certified Salesforce architects β€” not outsourced analysts Claim Your Audit β€” Risk Free β†’ πŸ›‘οΈ CERTIFIED SFDC Architects Client Feedback ## What Our Clients Say Real results, real stories. Here's what businesses say after working with the Twopir (2Ο€r) Consulting team on their Salesforce audit and implementation. β˜…β˜…β˜…β˜…β˜… We engaged Twopir Consulting to conduct a Salesforce audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps, and provided clear, actionable recommendations. The audit improved our data accuracy, streamlined workflows, and aligned perfectly with our digital transformation goals. A knowledgeable and dependable partner. Kelly Hale V.P. of Marketing ![Client Logo](https://go.twopirconsulting.com/l/1122773/2026-04-09/4pcs14/1122773/1775739041YEKjrci8/Ultra_Consultant_Logo.png) β˜…β˜…β˜…β˜…β˜… Twopir Consulting carried out a Salesforce audit for us and delivered a structured, insightful review of our setup. They identified gaps, improved our process alignment, and provided clear recommendations that enhanced efficiency and data visibility. Their practical approach and deep expertise made the entire engagement extremely valuable. Holly Huynh VP, Marketing ![Client Logo](https://go.twopirconsulting.com/l/1122773/2026-04-10/4pcw1t/1122773/1775830341ZnatM1n9/Mitratech_logo.webp) β˜…β˜…β˜…β˜…β˜… We engaged Twopir Consulting for a Salesforce audit, and their depth of expertise and execution stood out immediately. Their team provided clear insights into our Salesforce and Propertybase setup, helped unify our workflows, improved data transparency, and ensured compliance across our real estate operations. A highly reliable and knowledgeable partner. Marcel Francis Director, CX ![Client Logo](https://go.twopirconsulting.com/l/1122773/2026-04-09/4pcs7b/1122773/1775742782bfab2i5W/Sotheby_s_logo.png) ## Ready to Scale Your Revenue Infrastructure? Book a free 30-minute architecture review with our certified Salesforce experts today. [Book Your Meeting Now](https://meetings-na2.hubspot.com/ccomstock/initial-discovery-call-15-minutes) ![Twopir Consulting](https://info.twopirconsulting.com/hubfs/twopir_company_Logo_removebg_preview.png) Delivering certified expertise to transform CRM, marketing automation, and AI-powered business processes for growing organisations worldwide. 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