Salesforce optimization consulting in Knoxville.

Yes. We inventory active journeys, automations and data extensions, then trace which ones still send, to whom and with what results. Dormant or duplicated journeys are paused and archived, consent handling is checked against current rules, and the remaining journeys are documented so your team can edit them safely. Where segmentation depends on messy CRM data, we fix the source fields rather than patching filters.

Yes, if the timing allows. An optimization review shows which licenses and add-ons are used, which sit idle and which features could replace third-party tools you also pay for. Your procurement lead walks into negotiations knowing exactly which seats earn their keep. The improvements themselves can continue after signing; the point of starting early is to avoid committing to capacity you would have cut had you known.

Short sessions tied to the specific change, delivered close to when it ships. Instead of a long classroom session, we record brief walkthroughs, hold drop-in sessions during quieter hours and put in-app guidance on the screens that changed. Supervisors get a slightly deeper session so they can answer questions on the floor. Larger changes add a hands-on workshop for power users before release, so each department has someone nearby who already knows the new screens.