ENTRY OFFER
The Salesforce Health Check.
A short, structured audit designed to identify the highest-priority issues and quick wins in your Salesforce, before you commit to anything bigger.
SCOPE
What we review.
Current Salesforce setup
We map how your org is configured today (objects, fields, page layouts and permissions) to understand what was built and why.
Pipeline & opportunity management
We assess how opportunities are tracked, staged and progressed, and whether the pipeline reflects how deals actually move.
Dashboards & reporting
We review the reports and dashboards your teams rely on and check whether the underlying data makes them trustworthy.
Data quality & duplicates
We identify duplicate records, incomplete fields and inconsistent ownership that undermine every report and automation.
Unused fields, objects & processes
We surface the configuration debt that accumulates over time: fields nobody fills in, objects nobody uses, processes that run but add no value.
Existing automations
We audit your flows, workflow rules and process builders to identify conflicts, redundancies and automations that create more exceptions than they resolve.
Friction points for users & managers
We document the workarounds teams use to avoid Salesforce and the gap between how the system is configured and how people actually work.
Prioritized recommendations
We translate every finding into a ranked list of issues, scored by impact and effort, so you know exactly where to focus first.
Short-term & mid-term action plan
You leave with a concrete plan: quick wins to execute in weeks, and a mid-term roadmap for the structural improvements that follow.
PROCESS
How it works.
Review
We audit your org, your pipeline and your reporting with your Salesforce owner.
Findings
We walk you through what’s hurting adoption, trust and efficiency, in business terms rather than admin jargon.
Action plan
You get a prioritized short-term and mid-term plan. Execute it with us, or with your own team.
FIT
Who it’s for.
Companies that are already using Salesforce and want to get more value from what they have, not looking to implement it from scratch.
Teams whose dashboards and forecasts have started to feel unreliable, and whose leadership has quietly stopped trusting the numbers.
Organisations with a growing admin backlog and an internal team that does not have the bandwidth to address it properly.
NEXT STEP
Book your discovery call
30 minutes. We’ll ask about your setup, your pains and your priorities, and tell you honestly if the Health Check is worth it for you.