Let's be honest: most companies only use a fraction of their platform's power. The rest is often lost to hidden risks, inefficient processes, and untapped features. Our assessment gives you the clarity to reclaim that potential.
If you're feeling that your technology is creating more problems than it solves, you're not alone. Many organizations we work with face the same frustrations.
Workflows are spread across disconnected systems (like Salesforce, Typeform, and Gmail), leading to significant manual effort and a lack of oversight.
Critical settings remain on high-risk defaults and too many users have admin rights, creating major vulnerabilities you might not even be aware of.
Core functionalities like Leads, Cases, or Opportunities are not in use, and the implementation prioritizes short-term fixes over a sustainable architecture.
Your contact database is outdated and cluttered with unused objects, which undermines data integrity, user trust, and the value of your reports.
Your platform was set up once and is rarely updated. It has become a static "input tool" for reporting, failing to deliver evolving business value.
What if your platform was a dynamic, secure, and streamlined asset that empowers your team to be proactive and efficient? Our assessment provides the blueprint to get you there, transforming your technology from a problem to solve into your greatest competitive advantage—with clear KPIs to measure its impact.
Picture a service operation where AI agents instantly resolve up to 80% of common inquiries. This frees your human agents to focus on what they do best: solving complex problems, building relationships, and delivering exceptional value.
Picture a world where workflows are automated, information flows effortlessly, and your team has a 360-degree customer view in one place. An operation where you move from a reactive cost center to a proactive value center, improving not just service, but driving revenue and retention.
Picture a world where a customer call instantly brings up their entire history. Where call summaries are generated by AI. Where your system proactively suggests the right knowledge article. This isn't the future—it's what a properly aligned tech stack delivers. We transform your technology from a source of friction into a powerful engine for efficiency and intelligence.
If you're feeling that your technology is creating more problems than it solves, you're not alone. Many organizations we work with face the same frustrations.
Workflows are spread across disconnected systems (like Salesforce, Typeform, and Gmail), leading to significant manual effort and a lack of oversight.
Critical settings remain on high-risk defaults and too many users have admin rights, creating major vulnerabilities you might not even be aware of.
Core functionalities like Leads, Cases, or Opportunities are not in use, and the implementation prioritizes short-term fixes over a sustainable architecture.
Your contact database is outdated and cluttered with unused objects, which undermines data integrity, user trust, and the value of your reports.
Your platform was set up once and is rarely updated. It has become a static "input tool" for reporting, failing to deliver evolving business value.
Let's be honest: most companies only use a fraction of their platform's power. The rest is often lost to hidden risks, inefficient processes, and untapped features. Our assessment gives you the clarity to reclaim that potential.
1
We review your setup for direct production changes, missed security updates, and a cluttered environment filled with unused applications and objects.
2
We map your core business processes to identify fragmentation, automation opportunities, and dependencies on external middleware.
3
We perform a thorough review of user profiles, permissions, and sharing defaults to identify and prioritize critical security risks.
4
We assess the state of your data and, crucially, how you measure success. We help define the right KPIs to track the true business value of your platform.
Our assessment doesn't just leave you with a report; it gives you a clear, strategic path forward that is focused on measurable improvement.
A no-nonsense summary of your platform's strengths, weaknesses, and most critical risks.
A list of concrete recommendations—categorized into fixes, quick wins, and long-term improvements—each linked to a potential business impact.
A step-by-step guide for evolving your platform into a robust, scalable, and future-proof asset, complete with recommendations for KPIs to track your progress.
This is the blueprint for a world-class customer service operation. For too many companies, their technology is like a tangled spaghetti of disconnected systems. Inevitably, this creates friction for customers and employees alike. Our blueprint replaces the chaos with a strategic, layered approach that turns your service team into a value-creating engine.
Stop wondering what's wrong and get the answers you need. Let's build a plan to make your platform work for you.
Let's take the first step. Our accelerator is the fastest, lowest-risk way to make AI a reality for your business.
Let's move beyond quick fixes and engineer a solution that lasts. Schedule a call to discuss how we can optimize your service.
Let's stop forcing your team to work around the technology and start making the technology work for them.
