Get expert Salesforce org assessment services without the cost of a full-time hire. The Mercury Collective provides comprehensive org evaluations to help you identify optimization opportunities, improve workflows, support users, and keep your platform aligned with your business.
Organizations need clear visibility into their Salesforce environment. When org health and optimization opportunities go unaddressed, your team loses efficiency, data quality slips, and process issues start to spread.
Unclear Org Health and Performance Issues
Configuration gaps, unused features, technical debt, and process inefficiencies keep stacking up—while your internal team lacks the bandwidth to evaluate and improve them.
Assessing Your Org Requires Specialized Expertise
You need a thorough org assessment, but not necessarily a full-time consultant with all the overhead that comes with it.
Hidden Optimization Opportunities
Underutilized features, configuration inefficiencies, and missed automation opportunities create friction across sales, service, and operations.
What a Salesforce Org Assessment Covers
The Mercury Collective acts as your org assessment partner—evaluating your Salesforce environment to identify gaps, optimization opportunities, and strategic improvements. We help your team understand your current state and create a roadmap for continuous improvement.
Mercury offers comprehensive Salesforce org assessment services for businesses that need to evaluate their current setup and identify improvement opportunities. If you're not sure what areas need attention, we'll help you understand your org's health and create a roadmap for optimization.
Your assessment provides a comprehensive evaluation of your Salesforce environment, identifying gaps, optimization opportunities, and a clear roadmap for improvement.
Org Health Review
Evaluate your current configuration, architecture, and overall org health.
Gap Analysis
Identify configuration gaps and missed opportunities that impact your business.
Security & Compliance
Review access controls, data governance, and compliance posture.
Automation Evaluation
Assess Flows, automations, and process efficiency across your org.
Performance Analysis
Evaluate system performance, scalability, and technical debt.
User Adoption & Training
Identify training gaps and opportunities to improve user adoption and engagement.
Why Teams Choose The Mercury Collective
We provide Salesforce org assessments that are thorough, actionable, and aligned with your business—not generic reports that lack strategic value.
We help you determine the right scope and focus areas for your org assessment based on your business priorities and current challenges.
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Receive Strategic Recommendations
We deliver a comprehensive report with findings, prioritized recommendations, and a clear roadmap for improvement—so your team can make informed decisions about your Salesforce future.
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Conduct Thorough Evaluation
We review your org configuration, data, automations, security, and user adoption to identify gaps, opportunities, and areas for improvement.
Frequently Asked Questions
Still have questions? Here are a few common ones about Salesforce org assessments.
What does a Salesforce org assessment include?
Is a Salesforce org assessment a good fit for small or mid-sized businesses?
Can you assess an existing Salesforce setup?
Do you provide an implementation roadmap after the assessment?
How quickly can an assessment be completed?
How is this different from a standard Salesforce health check?
A Salesforce org assessment provides a comprehensive evaluation of your entire Salesforce environment. That includes configuration review, data quality analysis, automation evaluation, security and compliance review, performance analysis, and strategic recommendations for improvement.
Yes. It's a strong fit for companies that need clear visibility into their Salesforce environment and a strategic roadmap for optimization and improvement.
Yes. Mercury can assess existing orgs by evaluating your current configuration, identifying gaps and opportunities, and recommending improvements to streamline your setup.
Yes. Mercury provides a detailed improvement roadmap with prioritized recommendations and implementation guidance to help you move forward with confidence.
Mercury is positioned to deliver assessment results quickly and provide actionable insights early in the engagement.
Salesforce org assessment services give you certified expertise and strategic clarity without the cost or overhead of a long-term consulting engagement.
We Make Salesforce Simple.
Get a Salesforce org assessment that identifies opportunities, clarifies your roadmap, and helps your team move forward with confidence.
