Maximise your Salesforce investment with the Fluido Org Analysis

The solution is right at your fingertips. Fluido, a leading Salesforce Summit Consulting Partner in Europe, can help you detect and address inefficiencies through a comprehensive health check of your Salesforce org. This thorough analysis provides a clear, data-driven view of your current setup, helps you spot where value is leaking away, and shows you how to maximise ROI.

The Fluido Org Analysis isn’t just about uncovering inefficiencies. By identifying underused assets and hidden assets, it helps you protect your investment today while laying the groundwork for future growth. Let’s see how it works.

Your Salesforce Org is a strategic asset

Too often, Salesforce is treated as a tool that simply supports day-to-day operations. But in reality, it’s far more than that.

Sales Cloud, Manufacturing Cloud, and the broader Salesforce ecosystem are strategic assets built to help your business grow, adapt, and stay competitive. The numbers speak for themselves:

• Enterprises that implement and deploy Sales Cloud report an average 37% increase in revenue, a direct reflection of streamlined processes that reduce or eliminate friction in the sales cycle.

• For manufacturers, the impact is just as powerful. Companies using Manufacturing Cloud have achieved up to a 30% boost in ROI by unifying data across the value chain, improving demand forecasting, and enabling more precise planning.

To achieve such results, enterprises need full visibility into how their Salesforce org is performing. Without regular check-ups, data gets siloed, processes become inconsistent, and investments in licences or add-ons may go unused.

For example, one company discovered they had over 50 installed packages—and many of them were unused or rarely accessed.

The Fluido Org Analysis mapped out their usage to highlight which tools could be consolidated or retired. It also flagged outdated or unreviewed packages, giving the business a clear path to update what was valuable and remove what posed risks.

These insights delivered a measurable impact. By removing unused or outdated tools, the company reduced technical clutter while freeing up budget and resources for strategic initiatives.

The ROI challenge: Are you getting what you paid for?

When inefficiencies or unjustified costs surface in a Salesforce org, the issue isn’t the platform itself, but how it’s configured, managed, and aligned with business goals. Without regular evaluation, what should have been a powerful growth engine can quietly turn into a cost centre.

Say a custom workflow built years ago still runs in the background, even though the business process it once supported no longer exists. On the surface, it may seem harmless, but outdated customisations consume admin time, introduce unnecessary complexity, and increase the risk of system errors.

Failure to regularly assess your Salesforce org can also result in security issues. For instance, a company had 12 users with “Modify All Data” permissions unnecessarily assigned. Fluido’s team flagged the risk during the scan, then helped them lock down access without disrupting workflows.

Other potential problems that warrant the need for a “health check” include:

• Duplicate tools: Add-ons and packages that replicate functionality already available in Salesforce.
• Underutilised features: Powerful capabilities that are left untouched while teams rely on manual workarounds.
• Data silos and inaccuracies: Data quality issues leading to inaccurate forecasts, misinformed decisions, over- or understocking, and revenue loss.
• Hefty maintenance costs: Workflows and code that no longer serve the business but still require upkeep. According to recent estimates, legacy systems cost IT departments around $40,000 per year.
• Security and compliance risks: Outdated tools or weak government processes that could lead to data breaches, resulting in fines and reputational damage.
• Low user adoption: When employees find Salesforce too complex, they disengage. And when that happens, your investment isn’t driving value—it’s sitting idle.
• Technical debt: Years of quick fixes, customisations, and neglected clean-up can increase complexity and drive up the cost of change.

Each of these issues represents wasted spend, hidden inefficiencies, and missed opportunities. And the longer they go unnoticed, the higher the cost—not just in money, but in time, focus, and business agility.

The Fluido Org Analysis uncovers inefficiencies early, giving you the clarity to cut waste and redirect resources toward initiatives that move the needle. We don’t just find problems—we highlight opportunities for optimisation and growth.

Even if your Salesforce org looks healthy on the surface, you should still conduct regular checkups. Consider the following scenarios:

• As part of a scheduled routine: Just like financial audits, regular Salesforce reviews establish a baseline and reveal inefficiencies before they escalate.
• After deploying new integrations or third-party apps: Such changes can result in technical issues that affect system security and performance.
• When planning for the future: Whether you’re entering new markets, migrating systems, or optimising existing projects, a thorough checkup ensures you’re building on a stable foundation.

For example, one enterprise preparing for a full Salesforce transformation used the Fluido Org Analysis to generate an executive summary highlighting key KPIs and risk areas. Based on these insights, they secured immediate leadership buy-in for modernisation funding.

Prepare your Salesforce org for the future

Salesforce is highly scalable and should evolve alongside your business. As you expand your reach, add product lines, or embrace automation, your org must be able to handle greater complexity without slowing down. A setup that works today may not be resilient enough for the demands of tomorrow.

The Fluido Org Analysis helps you determine whether your setup can support the growth, complexity, and innovation you’re aiming for. This process combines automation with human expertise to identify gaps that could hold back performance, uncover areas for improvement, and highlight the quickest wins that will drive the greatest impact.

Regular checkups also protect your Salesforce investment. While it’s possible to launch new projects, pursue digital transformation, or adopt new tools even when some issues exist in your org, doing so comes with hidden costs. Unresolved inefficiencies can multiply as you scale, resulting in:

• Misaligned processes
• Duplicate work
• Inconsistent data
• Higher maintenance overhead
• Overly complex workflows
• Cybersecurity risks

Fluido provides the insights you need to take a proactive approach and ensure your org stays secure, optimised, and ready for the future. You’ll also receive a tailored optimisation roadmap and custom recommendations for long-term success.

Then there’s user adoption, one of the most important and often overlooked drivers of Salesforce ROI. The Fluido Org Analysis enables enterprises to monitor how their teams engage with the platform, pinpointing underutilised features and overly complex workflows. Think cluttered dashboards, redundant custom fields, or cumbersome approval processes.

Fluido’s insights and recommendations can help you enhance the user experience and align functionality with how people actually work, leading to higher adoption rates. And when adoption improves, so does performance. Simply put, the Org Analysis prepares your team to scale with confidence.

From Cost Centre to Value Driver

Salesforce requires significant investment, as there are licences to pay for, customisations to support, and integrations to monitor. But when deployed strategically, it pays for itself many times over, becoming a value driver that fuels growth, efficiency, and decision-making.

Fluido’s Org Analysis enables enterprises to unlock the full value of Salesforce, ensuring their investment generates measurable returns. This is done through a comprehensive Salesforce org diagnostic scan that includes:

• Strategic insights: Get an in-depth view of your Salesforce org to uncover inefficiencies, hidden risks, and opportunities for optimisation.
• Full metadata audit: Fluido’s experts will check your metadata for outdated components, redundant configurations, and potential conflicts that could impact performance or scalability.
• Performance and security audit: Spot security vulnerabilities and performance bottlenecks before they impact your operations. From login flows to API limits, this audit ensures your org runs securely and efficiently.
• Licence and usage analysis: Maximise your Salesforce investment by identifying underused licences, clouds, and objects, as well as inactive users and redundant features, freeing up budget and boosting adoption.
• Technical debt and automation insights: Gain visibility into outdated code and automation gaps so you stay ahead of technical debt.

Once the analysis is complete, Fluido’s consultants interpret the results and present them in a way that makes sense for your business.

As part of this process, they provide tailored recommendations and walk your team through the next steps, prioritising high-ROI initiatives. Here’s what you’ll get:

Executive-level presentation of findings

• Fluido Org Analysis Report: A detailed, actionable report on the current state of your Salesforce org—no jargon, just the essentials that matter for decision-making. The document outlines Fluido’s key findings, explaining what to fix, why it matters, and how to approach it.

• Prioritised Recommendations Matrix: An easy-to-read list that ranks the recommended changes by impact and urgency, helping you focus on what drives the greatest value first.

Personalised optimisation roadmap workshop

• A collaborative session where Fluido works alongside your team to create a plan of action. The goal is to align your next steps with business priorities and long-term vision.

Fluido’s Salesforce experts can also assist with implementation, process analytics, and other operations that keep your org performing at its best. We also offer continuous monitoring of your org to track trends and measure progress over time while proactively watching for emerging issues.

Unlock the full value of Salesforce with Fluido’s Org Analysis

Maximising your Salesforce investment isn’t about adding features or licences. Instead, you’ll want to ensure every part of your org is aligned with how your business operates today—and where it’s headed tomorrow. The Fluido Org Analysis gives you that clarity.

Following this audit, you’ll walk away with a clear picture of where you stand, what you do well, and where you could improve. The insights you’ll gain can help you prepare for the future, whether your goal is to optimise system performance, increase automation, strengthen data security, or reduce costs.

If Salesforce is one of your biggest investments, the Fluido Org Analysis is how you protect it—and multiply its value. Contact Fluido to book your Org Analysis and uncover opportunities that might otherwise go unnoticed.