Get More From Your Salesforce Investment
Take the PrecisionIQ Assessment
Unlock Hidden Salesforce ROI
Is your Salesforce investment delivering measurable value, or just adding cost?
Disconnected data, manual workarounds, and unused features often lead to overspending and stalled growth. Many organizations don’t know what they’re paying for, how to scale, or how to clean up a Salesforce instance that feels more like a junk drawer than a powerful CRM.
And without clean, connected data, AI and personalization remain out of reach.
Perficient’s Salesforce PrecisionIQ Assessment cuts through the clutter so you can maximize what you already own.
Watch: How the PrecisionIQ Assessment Maximizes Salesforce Investment
This quick video breaks down how our PrecisionIQ Assessment pinpoints inefficiencies and drives smarter Salesforce decisions.
Perficient will help you see the potential in what you already have, show you how to optimize it, and find room to grow products you may be underutilizing.
- Manufacturing Client, CSAT Survey Response
Salesforce PrecisionIQ Assessment Overview
Through two packaged offerings, we evaluate your people, processes, and platform to uncover gaps, reduce technical waste, and deliver actionable insights so your Salesforce solution works harder for your business.
Our complimentary offering, conducted over three-to-five days, includes:
- A health check using automated tools
- A technical walkthrough of findings
- Preliminary recommendations for cost cutting and optimization
Enhance your insights with additional, paid services delivered over two-to-five weeks that includes:
- An adoption plan to improve user engagement
- A comprehensive assessment of current Salesforce usage
- A roadmap to scale capabilities and unlock hidden value
- Guidance to prepare your data for AI and personalization
- A strategy to reduce technical debt and future-proof your platform

Salesforce Expertise You Can Trust
When you partner with Perficient, you get the depth and expertise of a global systems integrator combined with the high-touch service of a boutique firm.
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