Salesforce Offerings
Salesforce Org Health Optimizer
Turning Data into Decisions, Together
Salesforce is one of the most important technology investments an organization can make. It supports sales, service, marketing, operations, reporting, customer engagement, and executive decision-making. But over time, even strong Salesforce environments can become harder to manage, trust, and scale.
The Eigen X Org Health Optimizer helps organizations evaluate the current state of their Salesforce environment, helping uncover risks, technical debt, underused licenses, security gaps, and opportunities to improve performance. Eigen X helps you understand where your Salesforce org stands today and how to make it work harder for your business.
Our Capabilities
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Org Assessment
Evaluate the structure, configuration, and overall health of your Salesforce environment.
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Security Posture
Review profiles, permission sets, and overall platform security to help identify gaps.
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Technical Debt
Identify where outdated automation, unused fields, legacy workflows, unmanaged packages exists.
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Optimization Roadmap
Create a prioritized plan to reduce cost, improve efficiency, and maximize adoption.
Curious how Eigen X can help you assess, optimize, and maximize the value of your Salesforce org?
Key Channels We Evaluate
We review your Salesforce environment through both a technical and business lens. Our assessment focuses on the areas that most directly impact platform performance, user trust, and return on investment.
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Usage & Adoption
Evaluate how users are engaging with Salesforce, whether licenses are being used effectively, and where training, usability, or process improvements could increase adoption.
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Security & Risk
Assess security settings, access controls, permissions, and governance practices to help reduce risk and strengthen confidence in the platform.
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Optimization & ROI
Identify opportunities to streamline processes, reduce manual work, improve reporting, and ensure Salesforce is delivering value.