Audit Your Data
Before any cleanup work begins, we run a structured audit of your environment. It's a six-step process designed so you're never committing to anything until you've seen exactly what we found.
SETUP
Install the Email Scrubber application
Add the Email Scrubber application to your Salesforce instance.
This setup is quick and doesn't require any configuration decisions on your end yet.
SETUP
Grant Support Access
Give our support team access to your instance so the audit can begin.
SETUP
Tell us what you're looking to achieve
Share your goals — even a rough one. No idea yet? No problem.
A short conversation with our team is enough for us to know where to focus.
AUDIT
We review your instance and compile options
Our team reviews your environment, compiles the relevant data, and puts together a set of findings and recommendations tailored to what we find.
AUDIT
We meet to discuss findings and direction
We walk you through what we found, talk through your goals in more detail, and align on a direction before moving forward.
TRIAL
Move on to a full trial
With a direction agrees, you move into the trial phase.