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Salesforce Audit

See what Salesforce can really do for your marketing and sales programs. New Breed will diagnose the health of your activities and provide a status and recommendations report of all priority items.

Align Your Platform with Your People and Process

With the help of our Sales Ops Strategist, you can begin to make your Salesforce work for your process, instead of the other way around.


Establish KPIs

Get clarity into your goals to set the stage for Salesforce reporting.


Prove Your Process Works

Show off the fruits of your labor with successful reporting mechanisms.


Achieve Real Automation

Marketing automation and alignment with Salesforce keep you operating at top speed.

Our Salesforce Audits include an initial review and health check of your portal even before our kickoff meeting, so we can get the lay of the land. Next, we'll take a deep dive into process, uncovering how your current configuration meets your process goals. We follow up with a whole lot more.

We review and document used objects and fields, active roles, permissions, API limits, data usage, installed applications, automation (including workflows), approval processes, listed standard objects and more. Learn More

We'll meet with your team to understand both the high-level and technical aspects of your Salesforce. The meeting will help us discover how leads and contacts are entered, key stakeholder metrics, and any desired changes. At the end, we'll set a time to conduct an end user focus group.Learn More

After providing our recommended changes in technical configuration and process (in order to meet your business goals), we'll work through Opportunities, Accounts and Contacts in more detail.Learn More

“New Breed’s biggest selling point is that they care about my growth just as much as their own growth and they know by being a trusted partner to me, it will help ignite their own business.”

Rachel Slater | VP of Marketing | LiniumRead Full Story

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Ready to transform your current marketing + sales teams?  Request a free assessment and get started today. Free Consultation