of MarCloud audits uncover significant sync errors
Clean up your CRM with a Salesforce audit
Planning a migration to HubSpot, connecting a new tool, or struggling to trust reports? Start with a Salesforce audit. Messy data, unused fields, and years of workarounds make any migration or integration harder. MarCloud reviews your setup end to end, so you know exactly what to fix, keep, and leave behind before you connect anything.
of the accounts MarCloud audit are missing the full lead journey
of MarCloud audits find missing or incorrect campaign tracking
What is a Salesforce audit?
A Salesforce audit is a structured review of your Salesforce org, including data quality, configuration, automations, integrations, security, user adoption, and overall performance. It uncovers issues that reduce revenue efficiency or ROI, surfaces opportunities to optimise the platform, and provides recommendations to support integrations, migrations, and business growth.
Audit your Salesforce setup
Every CRM picks up issues over time. Things like duplicate records, half-built automations, and unnecessary fields are common. When you try to migrate to HubSpot or plug in a third-party tool, the mess comes with you. A Salesforce audit finds any problems first, so you send clean data into a clean structure and your reporting is reliable.
Clean data before moving it
Duplicates, blanks, and out-of-date records shouldn’t spread into a brand-new system. We assess your data quality and hierarchy, and show you what to merge, fix, or archive, so whatever you connect Salesforce to starts with a solid foundation.
Clear out technical debt
Old workflows, redundant fields, and abandoned integrations can slow both systems and teams down. Our Salesforce audit service for cleaning technical debt maps what's in use and what's simply sitting there, giving you a shorter, safer path to migration or integration.
Trust your reporting again
If two dashboards give you two different numbers, the problem is probably in your Salesforce architecture. We trace your reporting back to the data and processes feeding it, so your team can make decisions on figures that hold up in meetings and budget conversations.
What’s included in your Salesforce audit
We review the whole Salesforce platform, your data, configuration, automations, integrations, and how salespeople are using it, then hand you a prioritised list of what to act on. Tell us what's next for your CRM, and we'll tailor the audit around it.
Discovery and audit
First, we get clear on where you're headed. Migrating to HubSpot? Connecting a new tool? Chasing cleaner reports? Knowing the destination shapes what we look at and how hard we look, so the audit answers the right questions.
— Jake O'Neill, Group Head of Marketing, Helio Intelligence (Professional services, Global)The whole project, from the first call to the final wrap-up, was the smoothest data migration I have ever been a part of. While we were obviously highly motivated to move quickly, the MarCloud team met us at the same level to ensure we operated as one team across the month. I cannot recommend the service highly enough.
Data quality assessment
This is by far the best way to audit Salesforce data quality. We measure duplicates, completeness, formatting, and accuracy across your key objects, then translate the findings into a plain-English picture of what's healthy and what needs work.
— Craig Stephen, Marketing Manager at Scott Logic (Technology & digital consultancy, Enterprise)We worked with MarCloud on a strategic migration from Salesforce to HubSpot, including a full rebuild of our marketing automation, data structure, and reporting. From the outset, they brought a clear methodology to planning, data mapping, and integration, which gave us confidence in tackling what was a complex, business-critical project.
Technical review
Our in-house team digs into the build itself: objects, fields, page layouts, permissions, workflows, flows, and validation rules. We flag what's redundant, what's risky, and what could break during a migration, so nothing catches you out later.
— Arek Gralak, Group Business Systems Director, Terrapinn (Events services, Enterprise)Before Data Cloud, we were using around 145% of our storage. Now, we are down to 84% and continue to reduce numbers. MarCloud’s implementation allowed us to remove around 4.5m records that were bloating our CRM into more cost-effective storage.
Integration and migration readiness
If you're heading to HubSpot or linking Salesforce to another system, we check you're ready for it. We map how your data and processes will translate, spot the fields and automations that won't carry over cleanly, and set out what to sort before the connection goes live.
— Mackenzie, Director of Demand Generation, eGym (Fitness technology, Enterprise)Within the first week of partnering with MarCloud, they felt like an extension of our team and were just as invested in the success of this project as we were. They keep even the smallest details/nuances about your organisation in mind.
Findings and action plan
You'll get an end-to-end Salesforce health check and audit written for humans, not solely Salesforce admins, with issues ranked by impact and effort. We'll walk you through it, agree priorities, and can carry out the fixes ourselves if you'd rather not
— Nadine, Marketing Operations, Oxford Economics (Economic consulting, 500+ employees)MarCloud is a great partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project.
Reducing Salesforce sync errors by 82%
Roland DG was experiencing 2,000+ sync errors between Salesforce CRM and Marketing Cloud, creating data inconsistencies that threatened campaign reliability and reporting accuracy. MarCloud audited their accounts, then rolled out fixes resulting in:
A 77% initial reduction in errors
An additional 5% reduction in the following weeks
A process where sync errors are regularly monitored and addressed
With fewer sync errors, Roland DG now has far more accurate reporting and attribution.
— Rosario Garcia, Marketing Automation Manager, Roland DG EMEA (Manufacturing, 50+ employees)Having to manage the hundreds of Account Engagement forms for our EMEA website was often a complex and time-consuming task. We needed a more efficient way to work and MarCloud has helped us to realise this with their solution. We can now spend minutes making changes that previously took hours.
Salesforce audit FAQs
What's the best way to audit Salesforce data quality?
Start by measuring duplicates, missing fields, inconsistent formatting, and stale records. We assess these across your core objects and give you a clear picture of what to clean, so you're not guessing at where the problems are.
Do I need a Salesforce audit before migrating to HubSpot?
We'd strongly recommend it. Migrating messy data into a fresh platform just limits what you can achieve from the start. An audit lets you clean up first, so you roll out HubSpot with accurate records, a sensible structure, and reporting you can trust from day one. We can even handle the full migration for you.
Will you fix issues found during the audit?
We’ll identify and explain any issues we find and provide recommendations for fixing them. Depending on your needs, we can also help implement those fixes as part of a follow-up service.
How long does a Salesforce audit take?
MarCloud delivers Salesforce audits within two weeks. In fact, for Helio Intelligence, we delivered a full migration from Salesforce to HubSpot in just one month.
What happens after the audit?
After the audit, you’ll get a detailed report with findings and recommendations. You can either implement the changes yourself or work with us to make improvements.
Is this only useful if we're migrating?
Not at all. Plenty of clients audit simply to clean up data, cut technical debt, and get reporting they can rely on. Migration is a great reason to audit, but good data hygiene pays off whether you're moving platforms or staying put.
How do I get started with a Salesforce audit?
Book a 30-minute call where we'll discuss your Salesforce challenges and get the audit process started. We’ll take it from there!
Real client results
Join the likes of Bruntwood, Kirkpatrick Price, Scott Logic, and others reaping the rewards of partnering with MarCloud technical consultants for HubSpot and Salesforce marketing tools.
Education
3,000 resolved sync errors, better tracking and scoring
Following a very successful campaign rolling out a new science program in California, Twig Education was looking to scale their operations to market their products to the rest of the US.
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Events
>50K USD per year saved in storage costs with Data Cloud
To keep up with global expansion, Terrapinn needed a solution to relieve pressure on their Salesforce CRM. As a long-time client of MarCloud's, they approached us to lead the project.
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Tell us what marketing problems you need to solve, and our certified Salesforce and HubSpot consultants will respond to arrange a call.
