You've Invested in Salesforce. Let's Make Sure it's Working
If Salesforce isn't delivering, there's usually a reason. In our experience, some organisations start with an implementation that never quite fits how the business operates. For others, what was originally a good match has drifted out of sync as the business has evolved.
What a Health Check covers
We review whether your Salesforce setup still supports your business. That includes how the data is structured, how users interact with it, and whether you're getting the visibility you need.
We focus on what adds value. That might mean quick wins, activating features that haven't been used, or simplifying what's already there. If parts of your workflow have drifted into spreadsheets or inboxes, we'll help you understand why and how to bring them back into Salesforce.
A Health Check helps you understand the challenges, including the ones you've already noticed and the ones you haven't. It gives you clear, practical options. There's no pressure to act on the recommendations straight away.
How it works
We start with a short call to understand your business. What you offer, how your team operates, and where the pain points are.
Then we review your Salesforce system in detail, using that context to guide the analysis. We're looking not just at how the system is configured, but at how well it supports your processes and helps people do their jobs.
What you get out of it
You'll receive a clear, structured report that includes:
Prioritised ChangesPrioritised Changes
A clear list of useful changes, ranked by impact and effort.
Budget EstimatesBudget Estimates
Realistic estimates to help you plan and prioritise work.
RecommendationsRecommendations
Advice on what to address now and what can wait.
Honest AssessmentHonest Assessment
A realistic view of what's working and where the gaps are.
It's a practical way to get clarity and unlock more value from the platform.
When a Health Check helps
When your team avoids using Salesforce or finds workarounds, there's usually a reason. We'll identify what's getting in the way.
When your team avoids using Salesforce or finds workarounds, there's usually a reason. We'll identify what's getting in the way.
If you can't easily see the numbers that matter, your setup may need adjusting. We'll show you how to get better visibility.
Spreadsheets outside Salesforce often signal gaps in your CRM setup. We'll help you understand why and how to fix it.
As your business evolves, your CRM should evolve with it. We'll identify where things have drifted out of sync.
A Health Check gives you clarity before you commit to major work. You'll know exactly where you stand.
"The Health Check gave us real clarity. We knew where we stood, what to tackle first, and what could wait."
Want to make Salesforce work harder for your business?
Book a Health Check and we'll help you identify the problems, spot the opportunities, and decide what to do next.