DCG 360 Salesforce Assessment
Automate diagnostics on your CRM landscape and generate a prioritized roadmap for process, data, and AI improvements—fast.
What success looks like
Outcome targets
The value we design for from day one—paired with measurement that proves it.
Quality, completeness, and duplication baselines with clear owners and remediation steps.
Where deals and cases slow down, automation gaps, and UX issues that block adoption.
Security, permissions, and signal coverage to safely roll out Einstein, copilots, and agentic workflows.
Composable capabilities
What we build and run together
Pre-built components plus your stack. We wire in the data, guardrails, and human workflows that make AI reliable.
- Duplicate, completeness, and usage scoring across objects
- Field-level lineage, ownership, and data contract recommendations
- MDM and identity strategy for accounts, contacts, and opportunities
- Pipeline, forecasting, and service flow diagnostics
- Flow, integration, and bot catalog with failure analysis
- UX and adoption review by persona and device
- Permission sets, sharing model, and audit coverage
- GenAI use case review with data eligibility guidance
- Observability for forecasts, recommendations, and automations
Examples we can stand up first to prove value, then scale with your teams.
- Executive readout with prioritized backlog and investment cases
- Quick-win pack: flows, dashboards, and hygiene improvements
- Future-state architecture and data roadmap aligned to OKRs
- Playbook for piloting AI safely with the right guardrails
How we keep the platform safe, transparent, and easy for teams to extend.
- Workshops with RevOps, IT, and sales leaders to validate findings
- Change plan covering training, communications, and measurement
- Reference dashboards to keep health visible after the assessment
- Embedded squad support to execute the first 90 days of fixes
Signals we instrument
Ready to plan the first 6 weeks?
Let’s roadmap, then launch an evidence-backed pilot.
We co-deliver with your teams, leave behind the runbooks, and stay long enough to make sure the value sticks.