Free Salesforce Org Audit
Not sure if your Salesforce org is working as hard as it should? In 30 minutes, we will review your setup, surface the biggest issues, and give you a prioritized action plan -- at no cost and with no sales pressure.
4x Salesforce Certified · 11+ Years Experience · Serving DC, Atlanta, Charlotte, RTP & Nationwide
What Your Free Salesforce Audit Includes
In 30 minutes, we cover the areas that have the biggest impact on how well your Salesforce org performs -- and where you are leaving value on the table.
Data Quality Assessment
We review duplicate records, missing fields, and data hygiene issues that are silently degrading your reporting accuracy.
Automation & Flow Review
Identify broken flows, redundant workflows, and automation gaps that are costing your team hours every week.
Security & Permissions Check
Review user profiles, permission sets, and sharing rules to ensure your data is protected and access is appropriate.
Technical Debt Inventory
Surface unused fields, stale customizations, and legacy configurations that are slowing down your org.
Quick-Win Recommendations
Leave with a prioritized list of improvements you can act on immediately -- no engagement required.
Roadmap Guidance
Understand what a longer-term optimization or migration project would look like, with honest timelines and cost ranges.
Signs Your Salesforce Org Needs a Fresh Set of Eyes
Your reports do not match what your team actually sees in the field
You inherited a Salesforce org you did not build and are not sure what is in it
Your team has stopped using Salesforce because it is too slow or confusing
You are a nonprofit considering a migration from NPSP to Nonprofit Cloud
Automations are running but you are not sure if they are doing the right thing
You are paying for Salesforce licenses but not getting full value from the platform
We work with nonprofits, healthcare organizations, and growing businesses across Washington DC, Atlanta, Charlotte, Research Triangle (RTP), and nationwide.
Nonprofit Salesforce consulting servicesAbout the Free Salesforce Audit
What does the free Salesforce audit actually include?
It is a 30-minute discovery call where we review your current Salesforce setup, identify the biggest pain points, and give you honest, actionable recommendations. There is no pitch and no pressure -- just a clear picture of where your org stands.
Do I need to prepare anything before the audit call?
No preparation required. It helps to have a rough sense of your biggest frustrations with Salesforce -- slow processes, bad data, reports that do not make sense -- but we will guide the conversation from there.
Is this really free? What is the catch?
It is genuinely free. Some organizations decide to hire us after the call; many do not. Either way, you walk away with useful information about your Salesforce org. We would rather earn your trust than pressure you into an engagement.
Who is this audit for?
Any organization running Salesforce that feels like they are not getting full value from it. This includes nonprofits on NPSP or Nonprofit Cloud, growing businesses with messy orgs, and teams that inherited a Salesforce setup they did not build.
What happens after the audit?
You receive a short written summary of what we discussed and the top recommendations. If there is a fit for a deeper engagement, we will outline what that would look like -- scope, timeline, and cost -- with no obligation.
Ready to See What Your Salesforce Org Is Really Doing?
Book a free 30-minute audit call. We will review your setup, identify the biggest opportunities, and give you a clear picture of what is possible -- with no obligation to hire us.
hollowaytechconsulting.com · (757) 540-5504 · [email protected] · Remote Nationwide