Is your Salesforce investment paying off? Take a quick assessment and get insights to drive greater value.

You've invested in Salesforce because you believe in its potential to transform your business. Unlocking that potential—improving efficiency, growing revenue, increasing retention, and expanding relationships—requires a strategic approach and continuous innovation. This quick evaluation will reveal where you stand and provide actionable next steps to accelerate your Salesforce ROI.

Your Information

First Name:

Last Name:

Title:

Business Email:

Do not use personal emails (i.e. yahoo, gmail, outlook, etc)

Company:

Phone:

Where are you in your Salesforce journey?

Exploring Salesforce implementation/transitioning from a previous systemCurrently implementing SalesforceSalesforce is live, but we need to improve management (or we are building on an existing platform to improve functionality)Long-time Salesforce user seeking to maximize value and innovation

How many Salesforce Clouds are you using?

01-23-45+

How many Salesforce admins are managing your platform?

None1-23-45+

How would you describe your Salesforce setup? Is it a streamlined machine or a bit of a jumble?

1 - We're afraid to touch anything in Salesforce for fear of breaking things.2 - Our Salesforce org feels overly complicated and difficult to navigate.3 - There's a lot of potential to improve Salesforce's configuration.4 - It works well overall, but there are some tweaks we could make to improve functionality.5 - Salesforce is perfectly optimized and reflects our current processes.

How's your team handling the flow of Salesforce updates and requests?

1 - We spend more time reacting than being proactive with Salesforce.2 - We're drowning in requests and struggling to keep up.3 - We're starting to feel the pressure of the request queue and are behind on releases.4 - We usually keep up, but things can occasionally get backed up.5 - Changes and requests are handled with ease.

Let's talk data quality. How much confidence do you have in your Salesforce data and insights?

1 - Honestly, we have a really hard time trusting our Salesforce data.2 - Data quality is a real worry, and it's impacting how people use the system.3 - We have some accuracy concerns, but we've learned to work around them.4 - It's generally reliable, but we've encountered a few inconsistencies.5 - Our Salesforce data is rock-solid and drives our decisions.

Do your business tools play nicely together or does Salesforce feel isolated?

1 - Integration has become a serious roadblock for our efficiency.2 - Disconnected systems are causing data silos and slowing us down.3 - Keeping everything connected takes some work.4 - Most systems connect well, but there's definitely room for improvement.5 - Salesforce is the central hub, and everything flows seamlessly.

How does Salesforce adoption look in your organization?

1 - Salesforce adoption is a major pain point for us.2 - Getting consistent Salesforce adoption is proving to be difficult.3 - Usage varies across departments, which can be a challenge.4 - Most people use it, but there's still potential to get everyone on board.5 - The team loves Salesforce, and it's part of our everyday workflow.

What’s your top Salesforce priority for this current year?

Examples: Improve reporting, streamline sales processes, capture customer insights, automate processes, enhance customer service, etc.

What's your biggest Salesforce challenge?