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Salesforce Health Check

 

We bring deep Salesforce expertise to review how your org is performing. Our assessment covers technical health, business alignment, and AI-readiness to deliver a prioritised roadmap for measurable improvement.

 

Salesforce Health Check
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See How It Works

Unlocking the Full Power of Salesforce

 
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.

Discover Health Check

DESIGNED FOR

This review is designed for organisations that have moved past the initial setup phase and now need precision, governance, and ROI.

Under-utilised Investment

Stop paying for features you don't use and relying on manual workarounds.

Rapidly Scaling Teams

Build a CRM foundation that supports expansion across regions and products.

Data & Reporting Gaps

Fix inaccurate dashboards, broken automations, and poor funnel visibility.

Marketing & Sales Friction

Eliminate lead leakage and bridge the gap between your departments.

Architectural Debt

Clean up a messy setup to clear technical debt and prepare for growth.

Strategic Readiness

Get a senior-led review to ensure your operations stay fully optimized.

AREAS WE LOOK INTO

A comprehensive 6-pillar audit of your Salesforce ecosystem.

Technical Health

We audit code quality, governor limits, and Apex performance to eliminate organic bloat and restore system stability for long-term technical growth.

Business Process

We review workflows and alignment to ensure teams work with the system, eliminating rigid automations and manual workarounds that stall operational progress.

AI & Data Readiness

We assess data architecture and integrity to ensure your org is "Agent Ready," clearing silos for effective Agentforce implementation.

Governance & CoE

We audit permission models and security standards to clear architectural debt and establish a sustainable framework for enterprise-level platform management.

Integrations

We deep-dive into external system connections and API health to prevent lead leakage and ensure seamless data flow across your technical ecosystem.

DevOps & Deployment

We evaluate release cycles and environment strategy to provide a velocity roadmap that allows your team to ship technical changes with confidence.

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 sprint-ready Remediation Backlog and Velocity strategy.

What you get?

Tangible outputs

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

 

Salesforce Health Scorecard

Current-state assessment of your platform performance.

Release Velocity Score

A deployment pipeline maturity score with a clear roadmap to ship changes with confidence.

Prioritised Remediation Backlog

User story-formatted fixes, categorisedby urgency and effort for sprint-ready execution.

License & Feature Optimisation

Identify unused capacity and realign your Salesforce investment to where it delivers the most impact.

Strategic Outcomes

Clarity on what to fix first, and why
Marketing, Sales & Ops alignment
Solid foundation for automation & scale
Improved ROI from existing investment

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.

 

Platform Agnostic

Deep hands-on experience across Salesforce and broader Enterprise tech ecosystems ensures we recommend the best architecture for your specific growth needs.

Deep Industry Expertise

From B2B SaaS and Education to Regulated Industries, we understand the unique compliance, funnel structures, and scaling challenges inherent to your sector.

Outcome-First Focus

We don't focus on checkboxes; we focus on ROI. Every recommendation is designed to improve platform adoption, reporting clarity, and bottom-line revenue impact.

Get in touch with us

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

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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 Health Check?

Our Salesforce Team

Direct access to industry-specific experience and technical precision.

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Justinas Pesliak

Head of CX
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Josef Gorgan

CX Solutions Director
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Slava Sazonov

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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

 

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

PCI

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Automated monthly reporting & analysis

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

Vivantis

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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

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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
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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.

 

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