Salesforce ROI Roadmap
Maximize The Value Of Your Investment
You’ve had Salesforce for a while. Is it earning its keep?
The ROI Roadmap rapidly assesses your platform, workflows, and team, then hands you a plan to capture more value. For both business and tech leaders. No translation required.
This ROI Roadmap rapidly assesses your platform, workflows, and team, then hands you a plan to capture more value. For both business and tech leaders.
- Fixed fee of $23,500
- For Salesforce clouds and connectors
- Fixed fee of $23,500
- Every cloud and connector
What Drift Looks Like
Accumulated drift is the gap between how your Salesforce instance was built and how your business runs today. The longer it sits, the more expensive it is to fix.
Accumulated drift is the gap between how your Salesforce instance was built and how your business runs today.
01 Workflows built for one team, used by three
02 Workarounds that became “the process”
03 Opportunities used as placeholders, not sales motions
04 Incentives calculated in Excel, paid on a guess
05 Compliance trails that won’t survive the next exam
06 Nothing breaks, but nothing improves
How it works
Bring Salesforce back to a foundation you trust and can build on.
Fortimize works alongside your team, with our own diagnostics, built from more than a dozen years and hundreds of financial services engagements. The assessment covers every Salesforce cloud you run and the systems connected to them. The output is your ROI Roadmap.
Goals vs. Reality
Discover where Salesforce has fallen behind compared to what leadership is actually chasing.
How Teams Work
The workarounds, the manual steps, the handoffs that quietly break between departments.
What's Under the Hood
Configuration debt, integration patterns, data quality, and legacy logic.
$23,500
Fixed fee. No scope creep.
4 to 6 wks
Duration
3 architects
Delivery, Solution, Technical
Remediation scoped after findings.
$23,500
Remediation scoped after findings.
Let's put the puzzle back together.
Drift compounds. Each month adds another workaround, another bad data decision, and another quarter where the forecast was wrong.
What You Walk Away With
Four deliverables that turn a Salesforce assessment into a decision.
Deliverable | What It Is | Why It Matters |
|---|---|---|
A Diagnosis | A plain-language read on what’s failing, why, and the kind of problem you’re actually dealing with. | An explanation your leadership can act on. Not a list of findings. |
The cost of doing nothing | What it costs to leave the platform, the workflows, and the team as they are for another year. | A real number, not a vague list. |
The roadmap | What to fix, what to retire, and in what order. Tied to business outcomes, not technical complexity. | A clear path forward, not a backlog dump. |
The decision point | Fix the workflow, restructure the org, or both. Each with a scoped path. | So leadership can make a real call with real numbers. |
We've done this work many times.
2012
- Salesforce
- Partner
4.9/5
- AppExchange
- Rating
97.8%
- On-Time,
- On-Budget
3.5 y
- Avg. Client
- Engagement
* These offers are accelerator-based MVP solutions intended for organizations already running Salesforce products such as Financial Services Cloud, Sales Cloud, or Service Cloud, and are purchasing MuleSoft or Informatica to connect platforms. Pricing reflects standardized, repeatable builds and other assumed parameters and is subject to a pre-sales discovery call to confirm scope and pricing; exclusions apply.
