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.

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Watch: How the PrecisionIQ Assessment Maximizes Salesforce Investment

This quick video breaks down how our PrecisionIQ Assessment pinpoints inefficiencies and drives smarter Salesforce decisions.

opening quotePerficient 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. closing quote

- 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
deliverable examples

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.

15+

Years of Experience

8x

Navigator Experts

1600+

Certifications

600+

Delivered Projects

4.8/5.0

Client Satisfaction Score

95%

Repeat Business Rate

Are you ready to turn potential into performance? It starts with Perficient’s Salesforce PrecisionIQ Assessment.

Chelsea Monda headshot

Chelsea Monda

Practice Director | Salesforce Global Consulting

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Aniqa Tariq headshot

Aniqa Tariq

Practice Director | Salesforce Global Consulting

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