The Bitmoq Org Scan
The Org Scan looks at how work actually flows through your org and detects the patterns that drain revenue, efficiency and productivity. Then it tells you what each one costs and which fix pays back first.
Why it’s different
Salesforce’s own tools are good at what they do, and any admin can run them. None of them can tell you where revenue stalls, effort is duplicated, or automation works against the people using it.
| Tool | What it’s built to find |
|---|---|
| Salesforce Health Check | Security settings compared with a baseline: password, session and network policies. |
| Salesforce Optimizer | Feature usage, limits and configuration hygiene across the org. |
| ApexGuru | AI recommendations on Apex code and performance hot spots. |
| PMD / Code Analyzer | Static analysis of code against rules for quality and security. |
| Bitmoq Org Scan | Patterns in how work flows — across process history, usage, automation and integrations — that drain revenue, efficiency and productivity, with the cost of each and the fix that pays back first. |
Example insights
Signal: Most won deals jump two or more stages in a single edit, with no activity logged in between. Stage history and activity data tell the same story across teams.
What it drains: Forecasts built in spreadsheets, coaching blind spots, and an AI that has nothing real to learn from.
Fix: Stage-exit criteria captured in the flow of work, plus automated activity capture.
Signal: Records written by an integration user are re-edited by people within minutes, on the same fields, again and again.
What it drains: Hours a week of re-keying per rep, and two sources of truth nobody trusts.
Fix: Fix the integration mapping and ownership rules so the record is right the first time.
Signal: Discount approvals wait days, yet almost all are approved unchanged.
What it drains: Slower deal cycles and frustrated buyers, with no real margin protection gained.
Fix: Threshold-based auto-approval with exceptions routed to the right approver.
Signal: A large share of cases change owner or queue three or more times, and many resolutions match an existing knowledge article.
What it drains: Longer resolution times, higher cost per case, and questions customers could have answered themselves.
Fix: Skills-based routing, plus self-service and Agentforce grounded on the knowledge you already have.
Signal: One user edit sets off a chain of flows and triggers that re-save the same record several times, and validation rules are routinely bypassed to get work done.
What it drains: Slow saves, cryptic errors and users who avoid Salesforce — then fill the gaps in spreadsheets.
Fix: Consolidate automation per object with a clear order of execution and rules users can actually follow.
Signal: Many near-identical reports built by different teams, heavy export to spreadsheets, and dashboards that leadership never opens.
What it drains: Meetings spent reconciling numbers instead of acting on them, and decisions made on offline copies.
Fix: One governed set of metrics and dashboards, built on fields the process actually fills.
Signal: Feature licences assigned and paid for, while the objects behind them are barely used and the same work happens in email and attachments.
What it drains: Paying twice: once for Salesforce, once in people’s time doing it by hand.
Fix: Switch on the capability you already own, wired into the process people follow.
Signal: Close reasons and resolution notes are empty or boilerplate, and knowledge articles have not been touched in months.
What it drains: Agentforce pilots that demo well and then stall, because the data they need was never captured.
Fix: Capture the right data in the flow of work first, then deploy agents on a foundation that holds.
What you get
How it works
Tell us your clouds, team size and the outcome you care about most.
We agree the access approach with your admin. Nothing in your org is changed.
We analyse how work flows through your org and quantify the patterns we find.
A Salesforce master walks you through the findings and the first fix worth making.
Free for Salesforce orgs with 25 or more licensed users
Tell us which Salesforce clouds you use, roughly how many users, and the one outcome you most want to improve.
Form not loading? Open it in a new tab or email sales@bitmoq.com.
Keep exploring
Health Check compares security settings to a baseline, Optimizer reviews feature usage and limits, ApexGuru and PMD analyse code. They find configuration and code issues. The Org Scan looks at how work actually flows through your org — process history, usage, automation and integrations together — to detect patterns that drain revenue, efficiency and productivity, and estimates what each one costs.
Yes, for Salesforce orgs with 25 or more licensed users. You keep the findings, and there is no obligation to work with us afterwards.
We agree the access approach with your admin before we start, and we do not change anything in your org during the scan.
Typically about 10 business days from access being granted to the walkthrough of findings.
It replaces hours of stakeholder interviews with evidence, so our first conversation is about what is costing you and how to fix it. It is also the fastest way for you to judge how we think.
