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Targeted Discovery

At Praxis Solutions, we provide a high-level strategic analysis of your business’s future goals and how they align with your current Salesforce or Roostock Cloud ERP environment. Our expert team evaluates your processes, identifying gaps and inefficiencies that may be limiting your growth.

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Targeted Discovery

Starting at $6,500

Sometimes, gaining an outside perspective is the key to unlocking your organization’s full potential. At Praxis Solutions, we offer a comprehensive, in-depth analysis of your business’s desired future state and how it aligns with your current Salesforce setup. Our team will carefully examine your processes, identifying any gaps or inefficiencies within your existing Salesforce org that may be hindering growth or optimization.


With a focus on actionable insights, we provide a clear, step-by-step solution for closing these gaps, alongside a detailed understanding of the resources and changes required to achieve your goals. We’ll also outline the return on investment (ROI) you can expect by addressing these critical areas. Whether it’s improving workflows, boosting efficiency, or enhancing the customer experience, our discoveries equip you with the knowledge you need to make informed decisions about your Salesforce ecosystem.


From there, it’s entirely up to you. You can choose to implement the solutions with your internal team, engage our experts for further support, or explore other paths forward, all backed by a deeper understanding of your organization’s potential with Salesforce.

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Examples of Targeted Discoveries from our Clients

Sales Process Optimization: A company can find itself experiencing low conversion rates and suspects inefficiencies in their sales process. We've conducted analysis of their Salesforce workflows, identifying bottlenecks or missed opportunities. The targeted discovery revealed outdated lead tracking methods and suggests automation that could increase efficiency, resulting in a higher conversion rate.


Post-Merger Integration: After a merger or acquisition, companies needs to consolidate multiple Salesforce instances into a single, unified platform. Praxis has conducted discoveries to identify overlapping functionalities, gaps in data integration, and opportunities for streamlining processes. This leads to a clear roadmap for merging the systems while maintaining data integrity and improving performance.


Scaling for Growth: A fast-growing company realized its Salesforce setup no longer supports its expanding needs, leading to inefficiencies in customer relationship management. We were able to perform a deep dive into their current Salesforce usage and offers a plan to scale their CRM, ensuring the platform evolves alongside their business and remains optimized for future growth.


Security and Compliance Review: A client from a heavily regulated industry was concerned about potential vulnerabilities in its Salesforce security settings. We reviewed the current system setup and provided recommendations for strengthening security protocols, ensuring compliance with industry regulations and reducing the risk of data breaches.


Forecasting and Reporting Enhancements: We've worked with many sales teams that have struggled to generate accurate sales forecasts and meaningful reports from their Salesforce data. We worked with leadership to review their reporting structure and uncovers gaps in data input and workflow design. The discovery provided recommendations for better reporting practices, ensuring more accurate forecasts and informed decision-making.

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"Praxis was excellent to work with ... Ohad knew the right questions to ask and the correct steps for us to develop the plan. Ultimately, this solution is working out GREAT for our users!."

Katie Bettendorf

ACLU of Northern California

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