Problematic Salesforce Orgs impede your business operations…
…and Appex can help you optimize your Org to manage your resources properly
Appex can bring your Org back on track
- In case you have a Salesforce Org that needs optimization or some elements do not work as you would expect, we can help you fix any problems and remove any bottlenecks that impede your processes.
- Appex can bring your Org back on track by performing system health checks according to the Salesforce best practices.
- We will ensure your system runs optimally and guide you on how to maintain a clean Org in the future.
Optimize Your Salesforce Org
Frequently Asked Questions
What is included in your Salesforce Optimization Services?
Salesforce Org Optimization Services include reviewing your current Salesforce setup, streamlining workflows, improving configurations, cleaning data and applying best practices to maximize ROI. Appex tailors the optimization plan to your business needs.
What types of businesses benefit most from Salesforce Optimization?
Businesses already using Salesforce but not getting the expected results benefit most from optimization. This includes companies with outdated configurations, low adoption rates, or workflows that no longer match business processes.
How quickly can a Salesforce Optimization project start?
A Salesforce Optimization project with Appex can typically start within 2 weeks of agreement. We begin with a system audit to identify quick wins and long-term improvements.
How long does a Salesforce Optimization project take?
Salesforce Optimization can take anywhere from a few days for small adjustments to several weeks for complete process and configuration updates.
Do you offer fixed-price Salesforce Optimization packages?
Yes. Appex offers fixed-price optimization packages for well-defined scopes, plus hourly or retainer options for ongoing improvement projects.
Why choose Appex Consulting for its Salesforce Optimization Services?
Appex Consulting delivers measurable improvements by combining deep Salesforce expertise with a business-focused approach. We prioritize technical accuracy, usability, and ROI in every optimization project.
Do you offer ongoing Salesforce support after optimization?
Yes. Appex provides quarterly health checks, continuous monitoring, and proactive adjustments to keep Salesforce performing optimally.
How do I know if my business needs Salesforce Optimization?
You may need a Salesforce Org Optimization if you have low user adoption, inconsistent data, slow processes, or underused features. Appex can perform a system health check to identify improvement opportunities.
How do I get started?
To get started, contact Appex for an initial Salesforce audit. We will review your setup, provide an improvement plan, and work with you to prioritize changes.