--- title: "FLO: We are a consultancy blending leading tech and human ingenuity." --- [Skip to content](https://hello.weareflo.com/en-gb/salesforcehealth#main-content) ![Brand-1](https://hello.weareflo.com/hubfs/Brand-1.svg)Homepage - [Areas we audit](https://hello.weareflo.com/en-gb/salesforcehealth#areas) - [How it works](https://hello.weareflo.com/en-gb/salesforcehealth#how) - [What you get](https://hello.weareflo.com/en-gb/salesforcehealth#what) [Request a Consultation](https://hello.weareflo.com/en-gb/salesforcehealth#book) - [Areas we audit](https://hello.weareflo.com/en-gb/salesforcehealth#areas) - [How it works](https://hello.weareflo.com/en-gb/salesforcehealth#how) - [What you get](https://hello.weareflo.com/en-gb/salesforcehealth#what) [Request a Consultation](https://hello.weareflo.com/en-gb/salesforcehealth#book) --- ![Group 12365](https://hello.weareflo.com/hs-fs/hubfs/Group%2012365.png?width=500&height=106&name=Group%2012365.png "Group 12365") # 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](https://hello.weareflo.com/en-gb/salesforcehealth?hsLang=en-gb#book) --- --- [Request a Consultation](https://hello.weareflo.com/contact?hsLang=en-gb) [See How It Works](https://hello.weareflo.com/smartscout?hsLang=en-gb#technology) # 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](https://hello.weareflo.com/en-gb/salesforcehealth#book) ## 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. Delivered in 3-4 Weeks. ### 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](https://hello.weareflo.com/en-gb/salesforcehealth#book) ### TRUSTED BY INDUSTRY LEADERS ![Groupon](https://hello.weareflo.com/hs-fs/hubfs/Groupon%20logo%20light%20grey.png?width=3403&height=1914&name=Groupon%20logo%20light%20grey.png) ![linet logo grey](https://hello.weareflo.com/hs-fs/hubfs/linet%20logo%20grey.png?width=3403&height=1914&name=linet%20logo%20grey.png) ![CSAS grey](https://hello.weareflo.com/hs-fs/hubfs/CSAS%20grey.png?width=3403&height=1914&name=CSAS%20grey.png) ![NN logo grey](https://hello.weareflo.com/hs-fs/hubfs/NN%20logo%20grey.png?width=3403&height=1914&name=NN%20logo%20grey.png) ![BENU grey](https://hello.weareflo.com/hs-fs/hubfs/BENU%20grey.png?width=3403&height=1914&name=BENU%20grey.png) ## 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 Default Button ### MarTech   - Platform Audits - Campaign Orchestration - Automation & Lifecycle Default Button ### Data & AI   - Customer Data (CDP) - Single Customer View - AI Personalisation Default Button ### 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](https://26785289.fs1.hubspotusercontent-eu1.net/hub/26785289/hubfs/800x920-Sandra%20Heilmann.jpg?width=1200&length=1200&name=800x920-Sandra%20Heilmann.jpg) ![Malcolm Vu](https://26785289.fs1.hubspotusercontent-eu1.net/hub/26785289/hubfs/800x920-Malcolm%20Vu.jpg?width=1200&length=1200&name=800x920-Malcolm%20Vu.jpg) ![Kriss Turner](https://26785289.fs1.hubspotusercontent-eu1.net/hub/26785289/hubfs/800x920-Kris%20Turner.jpg?width=1200&length=1200&name=800x920-Kris%20Turner.jpg) ![Andrej Hajek](https://26785289.fs1.hubspotusercontent-eu1.net/hub/26785289/hubfs/800x920-Andrej%20Hajek.jpg?width=1200&length=1200&name=800x920-Andrej%20Hajek.jpg) ## Interested in Health Check? ## Our Salesforce Team Direct access to industry-specific experience and technical precision.   ![800x920-](https://hello.weareflo.com/hs-fs/hubfs/800x920-.png?width=1600&height=1840&name=800x920-.png) ## Justinas Pesliak Head of CX ![800x920- (1)](https://hello.weareflo.com/hs-fs/hubfs/800x920-%20(1).png?width=1600&height=1840&name=800x920-%20(1).png) ### Josef Gorgan CX Solutions Director ![800x920- (1)](https://hello.weareflo.com/hs-fs/hubfs/800x920-%20(1).jpg?width=1600&height=1840&name=800x920-%20(1).jpg) ### Michal Baranec Head of CX Consulting ![800x920- (2)](https://hello.weareflo.com/hs-fs/hubfs/800x920-%20(2).jpg?width=1600&height=1840&name=800x920-%20(2).jpg) ### Tomáš Hnízdil CX Development Manager ![800x920-Malcolm Vu](https://hello.weareflo.com/hs-fs/hubfs/800x920-Malcolm%20Vu.jpg?width=1600&height=1840&name=800x920-Malcolm%20Vu.jpg) ### Malcolm Vu Industry Solutions and Data Practice Lead ![800x920-Kris Turner](https://hello.weareflo.com/hs-fs/hubfs/800x920-Kris%20Turner.jpg?width=1600&height=1840&name=800x920-Kris%20Turner.jpg) ### Kriss Turner MarTech Practice Lead ![800x920-Andrej Hajek](https://hello.weareflo.com/hs-fs/hubfs/800x920-Andrej%20Hajek.jpg?width=1600&height=1840&name=800x920-Andrej%20Hajek.jpg) ### Andrej Hajek CEO of FLO Group ![800x920-Sandra Heilmann](https://hello.weareflo.com/hs-fs/hubfs/800x920-Sandra%20Heilmann.jpg?width=1600&height=1840&name=800x920-Sandra%20Heilmann.jpg) ## Sandra Heilmann Managing Director APAC [Get in touch with us](https://hello.weareflo.com/en-gb/salesforcehealth#book) ## 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. ![spreadsheet-ai-dark](https://hello.weareflo.com/hubfs/spreadsheet-ai-dark.png "spreadsheet-ai-dark") ## 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](https://hello.weareflo.com/contact?hsLang=en-gb) # Proven Results   Real ROI from real enterprise deployments.   ![mtx group logo dark blue](https://hello.weareflo.com/hs-fs/hubfs/mtx%20group%20logo%20dark%20blue.png?width=3403&height=1914&name=mtx%20group%20logo%20dark%20blue.png) "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](https://hello.weareflo.com/hs-fs/hubfs/PCI%20logo%20blue.png?width=3403&height=1914&name=PCI%20logo%20blue.png) "AI agents now automate our monthly performance reviews, replacing manual effort with instant root-cause analysis." **PCI** **\_\_\_\_\_\_** **Automated monthly reporting & analysis** ![Vivantis logo blue](https://hello.weareflo.com/hs-fs/hubfs/Vivantis%20logo%20blue.png?width=3403&height=1914&name=Vivantis%20logo%20blue.png) "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](https://hello.weareflo.com/hs-fs/hubfs/Groupon%20logo%20blue.png?width=3403&height=1914&name=Groupon%20logo%20blue.png) "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. Department / Use Case Legal Services (Contract Mgmt) Procurement (Vendor Audits) Retail Operations (Pricing/Sales) Finance (Invoicing/Reporting) Human Resources (Recruiting) Team Size 5 employees Avg. Hourly Cost (Loaded) €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%   --- [Request a Consultation](https://hello.weareflo.com/contact?hsLang=en-gb) # 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](https://hello.weareflo.com/contact?hsLang=en-gb) ## 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](https://hello.weareflo.com/contact?hsLang=en-gb) ## 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](https://hello.weareflo.com/contact?hsLang=en-gb) \*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. --- [Request a Demo](https://hello.weareflo.com/contact?hsLang=en-gb) ### Ready to Unlock Knowledge Intelligence?   Join enterprise leaders transforming how they make decisions.   [Request a Consultation](https://hello.weareflo.com/contact?hsLang=en-gb) [![Brand-1](https://hello.weareflo.com/hubfs/Brand-1.svg "Brand-1")](http://weareflo.com) © 2025 FLO. 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