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Salesforce introduction: tell us what needs to work better.

Your concerns might involve licence costs, adoption, data, reporting or the process itself. Tell us what is happening so we can make the first conversation useful.

The free introduction is a 30-minute conversation. A detailed Salesforce health check is a separate engagement, with scope, deliverables and costs agreed before work starts.

If we proceed, detailed process mapping at the beginning of the engagement helps everyone agree how the business works and what needs to change.

A few details to prepare for your free 30-minute introduction. There is no obligation to proceed.

Thank you - your review request is in.

We have your answers and will be in touch to arrange your introduction.

If you need to add anything, email hello@doubleklick.com.

Section 1Your Details
Australian numbers are fine in any format - we convert them.
Section 2Your Salesforce setup
What is prompting the review? Choose everything that applies.
Leave as “Not sure” if you would rather we checked.
If you know it - a rough number is fine.
A rough estimate helps us understand how the team uses the platform.
Section 3What You Want Fixed
A few examples from the working day are helpful.

We collect the details you provide to respond to your enquiry and, if you opt in, to send you updates. We use AI tools, some hosted overseas, to help manage enquiries. See our Privacy Policy for how we handle your information and how to contact us.

We use these details to prepare for the conversation.

Business analysis, systems and practical technology. · DoubleKlick
Book a free introduction What a health check adds