Uncover missed ROI with a Salesforce audit

Understand where your accounts are holding you back. We run Salesforce audits using the MarCloud ROI Framework to provide clear recommendations for driving greater ROI.

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Reveal hidden issues & maximise impact

Your Salesforce setup may have hidden technical, data, or automation issues. An audit can reveal costly inefficiencies in Marketing Cloud and Sales Cloud while uncovering opportunities to boost engagement, run smarter campaigns, and improve marketing productivity. Have a specialist review your account to maximise impact.

Expert Salesforce audits delivered in two weeks

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Marketing Cloud Engagement

Marketing Cloud Engagement is a complex platform requiring data modelling, SQL, automated file dropping, and integrations. For those without in-house expertise, an audit ensures an error-free setup and optimised analytics you can trust. Book a call with MarCloud - we’ll simplify Salesforce so you can get back to marketing.

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Account Engagement (Pardot)

Marketing Cloud Account Engagement (Pardot) has a steep learning curve, often leading to data sync errors, missed tracking, and unreliable reports. An audit consolidates technical and strategic issues, highlighting your top priorities for better ROI. Book a call with MarCloud and let us tackle the audit while you focus on creativity.

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Salesforce audit FAQs

Why do I need a Salesforce audit?

If you’re experiencing data sync errors, broken automation, unreliable reports, or underperforming campaigns, an audit can diagnose the root causes. It helps ensure your setup is optimised for accuracy, efficiency, and better marketing results.

How often should I audit my Salesforce marketing setup?

Regular audits - at least once or twice a year - help maintain data integrity, optimise automation, and adapt to platform updates. An audit is also recommended when making significant changes, such as integrating new tools or restructuring marketing strategies.

What does a Salesforce marketing audit include?

A typical audit examines data quality, automation workflows, lead tracking, segmentation, reporting accuracy, integration health, and overall platform efficiency. We align our findings to the five stages in the MarCloud ROI Framework, making it clear how they relate to revenue.

How long does a Salesforce audit take?

We guarantee your Salesforce account audit within two weeks. You’ll receive a full audit report outlining our findings and highlighting priority actions, aligned with the MarCloud ROI Framework. If you need support to fix and manage your account moving forward, we can help with that too!

Talk to an expert

Tell us what problems you need to solve and our certified Salesforce consultants will respond to arrange a call.

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