Before You Add More, Fix What You Have
Get more ROI from your existing Salesforce investment.
Request an Org AuditOverview
Most Salesforce orgs are underperforming. Not because the platform can't do more — but because it was built in layers over years, by different people, with different priorities.
The result: workflows that don't fire, reports no one trusts, fields no one uses, and automation that fights itself.
Before you add AI on top of that mess, let's clean it up.
We audit your org, identify what's broken or underutilized, and prioritize fixes based on business impact. Then we optimize — streamlining processes, fixing data quality issues, and removing the friction that slows your team down.
The result: a Salesforce org that actually works the way it should. And a solid foundation for AI when you're ready.
What's Included
Org Health Audit
Comprehensive review of your Salesforce configuration, automation, data quality, and technical debt.
Process Optimization
Streamline sales, service, and marketing workflows to reduce clicks, eliminate bottlenecks, and improve adoption.
Data Cleanup
Deduplicate records, standardize fields, and fix the data quality issues that undermine reporting and AI.
Strategic Advisory
Ongoing guidance on roadmap, releases, and best practices — a fractional Salesforce architect on your team.
Why Funnelists for Optimization?
Our Process
Discovery & Audit
We review your org, interview stakeholders, and document what's working, what's broken, and what's missing.
Prioritized Roadmap
We deliver a ranked list of recommendations with effort estimates and expected ROI for each fix.
Execute & Train
We implement the fixes, document changes, and train your team so improvements stick.
