Why Every Salesforce Org Needs a Health Check

Salesforce is a powerful platform, but like any system, it can develop hidden issues over time. Processes change, new team members come on board, and features get added sometimes without a clear strategy. The result? Data inaccuracies, inefficiencies, and missed opportunities that no one notices until they start causing bigger problems.

That’s why regular Salesforce assessments are so valuable. They uncover what’s working, what’s not, and where small changes could create major improvements.

The Problem

Even for organizations that have used Salesforce for years, inefficiencies can quietly build up:

• Opportunity stages that no longer match the sales process

• Forecasts that are consistently off-target

• Workflows and automations that don’t align with current business needs

• Data entry habits that lead to incomplete or inaccurate records

Without taking a step back to review the system, these issues can linger for years hurting adoption, slowing down processes, and costing your team valuable time.

The Solution

A Salesforce assessment provides a clear, objective look at your org. It’s a deep dive into:

• Data quality identifying and cleaning up bad or incomplete records

• Process alignment ensuring your Salesforce setup reflects your actual sales process

• Reporting and dashboards confirming leaders have the insights they need to make decisions

• Adoption and usability making Salesforce easy and valuable for your team to use daily

With even a few targeted adjustments, organizations often see immediate improvements in speed, accuracy, and usability.

Why This Matters

Salesforce should be a single source of truth for your organization. But if inefficiencies and data issues aren’t addressed, it becomes just another tool that leadership can’t fully trust. A regular assessment ensures you’re getting the maximum value from your investment and that your team has the right tools to perform at their best.

Next Steps

If it’s been more than a year since you’ve reviewed your Salesforce setup, now is the perfect time. An assessment can uncover quick wins and longer-term opportunities that improve efficiency, data quality, and decision making.

You can also set up time with me to discuss whether an assessment could benefit your team: Calendly