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Salesforce Health Check:

CRM Audit

 

We uncover inefficiencies, data issues, and missed opportunities to help you turn Salesforce into a true growth platform.

 

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Unlock the full power of Salesforce CRM

 
Most organisations are already paying for Salesforce, but only a fraction of its capability is typically being used well.
 

The Performance Gap

Without structure teams often rely on workarounds and partial automation, limiting ROI and data confidence.

Focused Health Check

The FLO Health Check is a senior-led engagement designed to provide a clear, prioritised remediation roadmap.

Practical Momentum

This is not a re-implementation. It’s a practical, outcome-driven review that creates clarity and momentum.

Book Audit Consultation
See How It Works

Unlock the full power of Salesforce Marketing

 
Most organisations are already paying for Salesforce, but only a fraction of its capability is typically being used well.
 

The Performance Gap

Without structure teams often rely on workarounds and partial automation, limiting ROI and data confidence.

Focused Health Check

The FLO Health Check is a senior-led engagement designed to provide a clear, prioritised remediation roadmap.

Practical Momentum

This is not a re-implementation. It’s a practical, outcome-driven review that creates clarity and momentum.

ARE YOU EXPERIENCING THIS?

This review is designed for organisations experiencing low adoption, preparing for scale, or wanting better visibility and control over their pipeline.

Poor Data Quality

Duplicate records, inconsistent formatting, and poor data integrity leading to untrustworthy reports.

Low User Adoption

Teams resisting the platform and relying on spreadsheets, causing incomplete pipeline information.

Inefficient Processes

Inconsistent sales and operational processes causing friction, delays, and hindering scale or transformation efforts.

Limited Visibility

Unclear reporting and ineffective dashboards making it impossible for leadership to forecast accurately and control the pipeline.

System Bloat

An over-customised or underutilised system weighed down by technical debt and unnecessary complexity.

Team Misalignment

Friction between sales and marketing departments resulting in lost opportunities and lead leakage.

You’re not alone.

Most organisations use only 30–50% of their platform’s capability.

Request an Audit
2026 AWT Sydney Meet us post (4)

Is Your Salesforce CRM Working for You....or Against You?

 

INTRODUCING

 

FLO Salesforce CRM Audit

 

A comprehensive review of your Salesforce environment focused on performance, usability, and scalability.

IDEAL FOR

Organisations experiencing low Salesforce adoption
 Teams preparing for scale or transformation
 Companies wanting better visibility and control over pipeline

WHAT WE REVIEW

A comprehensive 6-pillar audit of your Salesforce ecosystem.

Data Quality & Structure

 

We audit your object model, duplicate management, and field usage to ensure complete data consistency.

Sales Process & Pipeline

 

We map your lead-to-opportunity flow and pipeline stages to align system processes with business reality.

Automation & Workflows

 

We review flows and validation rules to eliminate redundancies and improve overall system performance.

User Experience & Adoption

 

We assess UI/UX, roles, and permissions to pinpoint and eliminate user friction and adoption gaps.

Reporting & Analytics

 

We evaluate dashboard effectiveness and KPI tracking to ensure reliable forecasting for leadership.

Integrations & Ecosystem

 

We examine connected systems, reviewing integration methods, data access, and reliability.

HOW IT WORKS

Senior-led. Practical. Outcome-focused.

01 | Kick-off & Access

Initial alignment and platform access review.

02 | Platform Analysis

Deep-dive into platform setup, data, and integrations.

03 | Stakeholder Interviews

Speaking with Marketing, Sales, and Ops leads.

04 | Findings Workshop

Joint review of findings to validate risks and immediate opportunities.

05 | Final Roadmap

Delivery of a strategic roadmap and prioritised backlog to maximise CRM performance and ROI.

What you'll get

All outputs are delivered in plain, practical language, usable by Sales, Operations and Marketing teams. No jargon, just results.

 

System Health Overview

A clear view of current system health and architecture, tailored for leadership review.

Risk Identification

Targeting immediate ROI improvemDetailed documentation identifying risks, broken processes, and operational inefficiencies.ents and low-effort, high-impact fixes.

Identified Quick Wins

Targeting immediate ROI improvements and low-effort, high-impact system fixes.

Strategic Roadmap

A step-by-step action plan aligned strictly to business goals for sprint-ready execution.

Optimisation Plan

Expert recommendations for ongoing optimisation, user adoption, or digital transformation.

WHY WORK WITH US

We are a senior-led Salesforce consultancy focused on driving adoption and ROI.

We don't just configure platforms; we build revenue ecosystems.

 

Salesforce Partner

Deep Marketing Cloud expertise and hands-on experience across the entire Salesforce ecosystem.

Proven Delivery

Successful track record of complex, multi-market enterprise implementations across retail, telco, pharma, and media.

Outcome-First Focus

We prioritize measurable business impact and revenue growth, not just configuring technology to check technical boxes.

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TRUSTED BY INDUSTRY LEADERS

Our Industry Expertise

Government

Education

Real Estate

Finance & Fintech

eCommerce

Telco

Pharmaceutical

Manufacturing

Technologies

Our APAC Capabilities

Designing Connected Journeys

 

Bridging the gap between ambition and execution across marketing, sales and service.

 

Bespoke Advisory


  • CX strategy
  • CRM & Platform Advisory
  • Omnichannel Design

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MarTech

 

  • Platform Audits
  • Campaign Orchestration
  • Automation & Lifecycle

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Data & AI

 

  • Customer Data (CDP)
  • Single Customer View
  • AI Personalisation

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Brand Experience

 

  • Brand & CX Alignment
  • Digital Product Design
  • Content Execution

Explore more

Our APAC Team

Direct access to industry-specific experience and technical precision.

Get in touch with usLearn more
Sandra Heilmann
Malcolm Vu
Kriss Turner
Andrej Hajek

Interested in CRM Audit?

Book Audit consultation

Our APAC Team

Direct access to industry-specific experience and technical precision.

800x920-Sandra Heilmann

Sandra Heilmann

Managing Director APAC
800x920-Malcolm Vu

Malcolm Vu

Industry Solutions and Data Practice Lead
800x920-Kris Turner

Kriss Turner

MarTech Practice Lead
800x920-Andrej Hajek

Andrej Hajek

CEO of FLO Group

Get in touch with us

Enterprise-grade AI solution

AI Agent Orchestration

Deploy autonomous AI agents that work independently to process, analyze, and structure complex information at scale.

Document Intelligence

Structure terabytes of documents into searchable knowledge intelligence with automated classification and extraction.

Automated Analysis

Generate insights and reports automatically, freeing your team to focus on strategic decision-making.

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Master Your Spreadsheets

 

Our proprietary 2D Context Engine conquers the complexity of Excel, a challenge standard AI cannot meet. Unlike general-purpose LLMs, our tool respects structured data immediately.

 

Flawless Data Fidelity

Preserves column headers, hidden sheets, and merged cells with exact precision.

Effortless Scalability

Bypasses restrictive LLM context windows via high-performance data streaming.

Real-Time Data Conversation

Ask complex, relational questions in plain language. No pivot tables required.

See It In Action

Proven Results

 

Real ROI from real enterprise deployments.

 

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"We repurposed standard security cameras for AI visual inspection, replacing expensive industrial hardware with instant, local deviation detection."

MTX Group

______

Real-time monitoring

 

PCI logo blue

"AI agents now automate our monthly performance reviews, replacing manual effort with instant root-cause analysis."

PCI

______

Automated monthly reporting & analysis

Vivantis logo blue

"Automating flash sales with GenAI optimised our discounts, delivering personalised offers that directly maximise our margins."

Vivantis

______

Margin maximisation via dynamic pricing

Groupon logo blue

"Our machine-learning pricing solution across 13 countries resolved cannibalisation issues and scaled pricing personalisation globally."

Groupon

______

5%+ revenue uplift

Under The Hood

3-layer architecture

Ingest & Connect

 

Connect knowledge silos. We securely ingest terabytes of data from CRM, ERP, and unstructured docs.

Process & Reason

 

The core engine. Agents clean, classify, and transform raw data into a Knowledge Graph using RAG.

Automate & Act

 

Autonomous delivery. Agents execute workflows, send emails, or generate complex reports.

Smart Scout showcase

Under The Hood

3-layer Architecture

Ingest & Connect

Connect knowledge silos. We securely ingest terabytes of data from CRM, ERP, and unstructured docs.

Process & Reason

The core engine. Agents clean, classify, and transform raw data into a Knowledge Graph using RAG.

Automate & Act

Autonomous delivery. Agents execute workflows, send emails, or generate complex reports.

Privacy & Security

 

Your data security is our top priority

 

Enterprise-Grade Security

 

Security is built on Microsoft Azure's independently verified compliance foundation, including SOC 2 Type II reports, ISO 27001, and HIPAA.

Military-Grade Data Protection

 

AES-256 encryption at rest is automatically enforced. TLS 1.2+ in transit secures all data flow, and a Zero-Trust architecture is implemented using Azure Active Directory.

Transparency & Responsible AI

 

Results you can review and control. No black-box magic. You're always the decision-maker. Our service adheres to Microsoft's Responsible AI principles for auditable, ethical models.

Calculate Your Savings

 

See how Smart Scout impacts your specific industry's bottom line. With Smart Scout, you can boost your team's productivity. Significantly.

5 employees
€60/hr

*Pre-filled with industry averages for EUR. Adjust as needed.

Estimated Savings

Time per Task (Manual) With Smart Scout
 
 
20 min 3 min

Monthly Savings

€300

Annual Savings

€3,600

Est. Productivity Gain

1,400 hours/yr

ROI (1st Month)

1200%

 
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Tailored Solutions to Scale With You

 

Choose a partnership model that fits your current needs.

Our ability to offer Custom Development & API Access ensures the solution fits perfectly into your existing tech stack and workflow.

 

Explore

‎ Start small

Starter plan includes

  • MSFT SharePoint & .PDF/.DOCX Integration
  • Web UI & Processing Pipeline
  • Basic Agent for Document Q&A
  • Max 500 documents
Get a Quote

Build

Starting at

€114/month

Professional plan includes

  • Everything in Starter, plus:
  • Modular Features: Excel Experts, Automated Tasks, Security Features, Private LLM option.
  • Expanded Integrations: Teams, Slack, Google Workspace, ERP & CRM.
  • Usage-based pricing (Pay-as-you-Grow)
Get a Quote

Master

Starting at

€188/month

Enterprise plan includes

  • Everything in Professional plan
  • Custom Development & API Access
  • Dedicated Customer Success Manager
  • Highest priority 24/7 SLA Support
Contact Sales

*pricing doesn't include implementation costs

Start Your Demo

 

Try Smart Scout without any risk. Test our solution with your own data, on your own servers, before signing the contract.

Ready-to-Run Modules

 

Skip the lengthy development phase. We launch using pre-built modules so you can start evaluating results from day one.

In Your/Our Infrastructure

 

See exactly how our tool performs on your data with your actual workflows. Run both in your or our servers. 

90-Day Evaluation

 

A 3 month demo gives you time to gather feedback and measure ROI without being tied down for years.

Risk-Free Investment

 

If you choose to move forward, your pilot payment is applied as a credit toward the final solution costs.

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Ready to Unlock Knowledge Intelligence?

 

Join enterprise leaders transforming how they make decisions.

 

Request a Consultation