Two options — both free, both no-obligation. Pick the one that fits where you are right now.
Option 01
Free Business Systems Consultation
For companies that know work is slower than it should be but are not sure whether the issue is process, people, systems, data, integrations, RevOps, Slack workflows, reporting, or customer handoffs.
For teams already using Salesforce that want a clear view of org health, security, scalability, technical debt, automation quality, and reporting value.
Tell us where work is slowing down. We will set up a focused conversation to map the challenge, discuss options, and help you find the right path forward. No agenda beyond understanding your situation.
Typically 45–60 minutes
No system access required in advance
You will leave with a clearer picture of options and priorities
No obligation to engage further
Book your free consultation
Option 02
Free Salesforce Org Review & Security Check.
A practical review of your Salesforce org — architecture, automation, permissions, reporting, technical debt, user experience, security, and opportunities to improve value. Delivered as a clear, actionable findings summary.
Read-only access or screen share — your choice
Findings delivered as a written summary
Prioritized by impact and effort
No obligation to continue
Request your free org review
Common questions
Free review FAQ.
The free business systems consultation is a focused conversation about your current workflow bottlenecks, CRM/ERP friction, RevOps and GTM systems, manual work, reporting gaps, integration opportunities, Slack workflow opportunities, AI automation opportunities, customer experience issues, and internal tool needs. It is not a sales pitch — it is a practical diagnostic to help you understand your options.
The free Salesforce org review covers architecture and data model, automation and Flow quality, Apex/LWC code review, security and permissions (profiles, roles, permission sets, sharing rules), data quality, reporting quality, integration design, user experience, license and product usage, and technical debt assessment.
Yes. Both reviews are provided at no cost and with no obligation to continue. Pallvera offers these because they create a better starting point for any engagement — and because most companies find them genuinely useful regardless of whether we work together afterward.
No preparation is required. For a business systems consultation, it helps to have a sense of which workflows or systems are causing the most friction. For a Salesforce org review, basic information about which clouds you use, approximate user count, and your biggest pain point helps us focus the review — but you can fill that in on the form above.
For a business systems consultation, no system access is needed. For a Salesforce org review, we may ask for read-only access to your Salesforce org. We can also work from exported metadata and a screen share if you prefer to keep access limited.
After the review, Pallvera provides a practical summary of findings and recommendations — prioritized by impact and effort. From there, you decide whether to engage Pallvera for follow-on work, take the findings to another team, or simply use them to inform your planning. No pressure, no automatic next step.
Partner Referrals
Know a company that needs better systems?
Pallvera accepts qualified referrals for Salesforce, RevOps, AI automation, Slack workflows, integrations, custom applications, and business systems work. Referral thank-you payments are available for introductions that become paid clients.