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(The SMB Checklist)

Where is Your Salesforce Team Leaking Time and Money?

Stop guessing and start optimizing. Our free, non-committal audit provides clear, actionable steps for SMBs.

1

Time Drain Assessment

Pinpoint the top 3 admin tasks that should be handled by AI, freeing up ≥10 hours per week.

2

Data Hygiene Score

Receive a specific grade on your data quality, and a simple plan to clean the data your AI models will rely on.

3

Quick-Win Roadmap

Get a prioritized list of 5 low-cost, high-impact AI features you can turn on today to start seeing savings immediately.

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