THE SALESFORCE PERFORMANCE SUITE
You don't need another audit. You need a plan forward.
- 2-4 hours commitment with 40 hours of analysis
- All artifacts are yours, even if you don’t move forward
- 2-4 hours of your time
- 40 hours of our expert analysis
- Actionable roadmap in 2 weeks
What You Walk Away With
Plan With Confidence
Each assessment requires about 2–4 hours of your team’s time and delivers more than 40 hours of expert analysis.
Tech Foundations
Where your data, structure, and strategy actually stand.
Workflow Review
Where your team is losing time and why.
Optimization Insights
What’s costing you money without you knowing it.
Keepable Action Plan
A roadmap that doesn’t expire when we leave.
Turn Curiosity or Complexity Into a Clear Path Forward
Learn how Fortimize delivers clarity, confidence, and expert guidance — not generic reviews.
CRM Readiness
For leaders evaluating Salesforce
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Right-Fit Confidence
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Cost of Ownership Forecast
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Lower Implementation Risk
Org Health
For teams looking to optimize
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Performance Clarity
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Team Efficiency
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Scale-Ready Foundations
Data Utilization
For orgs defining consumption
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Defined Data Structure
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Clear Ingestion Patterns
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Architecture Built for Scale
Org Reset
For those with stalled adoption
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Root-Cause Diagnosis
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Full Tech-Debt Visibility
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Focused Stabilization Plan
You're in good company
Fortimize Experience & Offers
Trusted by institutions and real estate leaders, modernizing Salesforce securely.
2012
- Salesforce
- Partner
4.9/5
- AppExchange
- Rating
97.8%
- On-Time,
- On-Budget
3.5 y
- Avg. Client
- Engagement
Here's Exactly What Happens When You Work With Us
Each assessment follows the same structured model trusted across our work — delivering clarity, predictability, and a 98% on-time, on-budget record.
1. Meet With Fortimize
In this quick conversation, we’ll confirm whether an assessment is the right next step. If it’s not, no pressure — we’ll tell you honestly and point you in the right direction.
2. Share Context & Priorities
Your team walks us through goals, pain points, and what “better” might look like. This ensures we’re evaluating your org through the right business lens, not just a technical one.
3. Fortimize Deep Dive
We review workflows, data habits, ingestion patterns, and decision paths to understand the root causes behind friction, cost, and performance challenges.
4. Validate Insights & Explore Options
We share early findings, confirm what resonates, and explore improvement paths. This workshop ensures the final roadmap reflects how your teams truly operate.
5. Your Keepable Action Plan
We present clear, prioritized recommendations and next steps. Every artifact, scorecard, and roadmap is yours to keep, whether or not you continue with Fortimize.
Meet Fortimize
We’ll confirm whether an assessment is the right next step.
Share Priorities
Your team shares goals, pain points, and the ideal state.
Deep Dive
We review org setup, workflows, and ingestion patterns.
Explore Options
We share findings and explore improvement paths.
Action Plan
We present prioritized recommendations and next steps.
More clarity than you've had in years.
Learn how our proven process gives you clarity, direction, and a plan you can use immediately.
Assessment outcomes depend on the level of access provided to your teams, processes, and tech stack; results may vary based on transparency and data availability. Some assessments may be offered at no cost when referred by your Salesforce Account Executive, and pre-Salesforce readiness reviews may qualify for discounted pricing. All deliverables are yours to keep, and scope is confirmed during a brief pre-assessment call.
