CRM Org Audits, Health Checks & Migrations

Reclaim Speed, Cleanliness, and Confidence in Your CRM

Over time, even well-intentioned CRM instances degrade. Quick fixes made by previous employees, multiple third-party AppExchange packages installed and forgotten, redundant custom fields, and conflicting workflow rules create invisible drag on your sales team and risk data corruption.

Pines & Pipelines offers rigorous, deep-dive CRM Audits & Health Checks alongside white-glove CRM Migration Support. We uncover hidden failure points, purge technical debt, and ensure your system is lean, secure, and ready to scale.

What We Deliver

1. The 360° CRM & Automation Audit

• Schema & Field Utilization Analysis: Identify unused custom fields, obsolete picklist values, and redundant object relationships that bloat your page layouts.
• Automation Governance Review: Map every Active Flow, Apex trigger, Process Builder, and workflow rule. Pinpoint circular execution loops and race conditions that cause save errors.
• Security & Permissions Health Check: Review profiles, permission sets, role hierarchies, and sharing rules to guarantee sensitive commercial and prospect data is protected.
• Sync & API Diagnostics: Audit Salesforce-HubSpot, Pardot, or third-party integration logs to resolve recurring sync failures and orphaned records.

2. Prioritized Remediation Roadmap

• We don’t just dump a list of 200 errors on you. We provide an executive summary and a phased, color-coded action roadmap categorized by Immediate Impact, Risk Mitigation, and Long-Term Scalability.

3. White-Glove CRM Migrations

• HubSpot to Salesforce or Salesforce to HubSpot transitions.
• Pardot to HubSpot or HubSpot to Pardot / MCAE marketing migrations.
• Zero-Downtime Data Transfer: Careful schema mapping, data normalization, deduplication, and historic activity logging to ensure no account notes, open deals, or campaign histories are lost.

4. Fractional CRM Administrator & Retainer Support

• Ongoing senior-level administration for teams that need high-caliber technical guidance without hiring a full-time, $150k+ in-house admin.
• Routine health monitoring, user onboarding/offboarding, sprint enhancements, and continuous optimization.

Ready to Clean Up Your CRM?

Stop tolerating broken syncs, mystery errors, and slow page loads. Let’s run a thorough health check on your instance.

Request a CRM Health Check with Kirk →