A 90-second look

A unified view of your Salesforce investment.

Your contract spend, your ROI, your areas of opportunity and savings — in one place. Your org's metadata — what makes your org yours — backed up to your network, weekly. Your data, the same way — weekly, using features you already pay for. Plus a continuous org pulse-and-wellness read in plain language, with recommendations sequenced for impact. And a team there to help make it happen.

What's inside OrgAssure

One umbrella · three pieces that work together.

🔍

OrgVue Insight

The pulse-and-wellness read. Eight-dimension audit, recommendations sequenced for impact, blameless framing. Verbs over verdicts.

💰

CRM Value Guardian

Spend, ROI, opportunity. What you're paying for vs. what you're using. Where the dollars actually are — and what a clean renewal looks like.

🛡️

OrgProtect

Metadata and data backup — weekly, automated, to your network. Using features you already pay for. You hold the keys.

Demo · one color-banded view

Your org · in one line.

OA

Acme Corporation · posture readout

Sample · industrial manufacturing · 247 users

Sample

Urgent

Attention

Average

Good

Great

▲ Acme · 68

<45

45–59

60–74

75–89

90–100

Average · composite 68. Fundamentals sound. Security healthy. License realization is dragging the composite — and that's the lever with the most room.

$182K annual within reach at a realistic 30% close rate on the identified opportunities. Two renewal windows in the next six months are the leverage moments.

Sample data. Actuals available per your contract via OrgVue Insight and CRM Value Guardian results.

Demo · an early warning sign

Your FSL renewal is 14 weeks out. 14 paid seats are idle.

EW

Early Warning · adoption + renewal

Sample · surfaced 14 weeks before renewal date

EWS

Enterprise users active

177/200

FSL Dispatcher seats

8/22

Data Cloud credits used

12%

Surfaced 14 weeks early — time to act, not a postmortem after renewal closed. Reassign, sunset, or swap the SKU on your terms.

23 inactive Enterprise users on $165/mo licenses · reclaim 8 to Platform, sunset 15. Recoverable annual: $45.5K.

Sample data. Actuals available per your contract via OrgVue Insight and CRM Value Guardian results.

What you actually get

Cleaner org. Sharper renewals.
Less surprise.

Visibility

One read · plain language.

No 80-page audit. Color bands, verbs, dollar values. You'll know what to do this week, this month, and at the next renewal.

Protection

Backups to your network.

Metadata and data, weekly, using features you already pay for. You hold the keys. Restoration is rehearsed, not theoretical.

Partnership

A team that helps make it happen.

The pulse is continuous, the recommendations are sequenced, and the champions are on call. Not another tool you have to babysit.

Make it happen

Your Champions.
On Call. On Slack.

The 90-second version fits here. The real version — your actual org, your renewal calendar, the contract math at your numbers — is worth a half-hour with our team. Slack us, or drop us a line. We'll bring the prototypes live.

See the Acme demo Email instead

Palladin Technologies Agentic-Powered Consulting Solutions · your champions, on call