CRfM
CONSULTING
Your Salesforce environment may be running, but is it performing at its full potential?
Over time, even well-implemented Salesforce systems can become harder to manage. New business processes are added, users change, automations evolve, data quality declines, and reporting becomes less reliable. The result is a CRM that no longer supports the business as effectively as it should.
Our Salesforce Health Check & Optimisation Services provide a comprehensive assessment of your Salesforce environment to identify inefficiencies, risks, and opportunities for improvement. Through a structured Salesforce Performance Review, we help organisations improve usability, strengthen security, enhance reporting, and maximise the return on their Salesforce investment.
Whether you're experiencing operational challenges or simply want confidence that your CRM is supporting business growth, our Salesforce Audit Services provide the clarity and direction needed to move forward.
Common Salesforce Challenges We Help Identify
Many businesses don't realise Salesforce performance is declining until it begins affecting productivity, reporting, or user adoption.
Our Salesforce Health Check helps uncover issues such as:
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Duplicate or inconsistent CRM data
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Low user adoption across teams
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Inaccurate reports and dashboards
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Overcomplicated workflows and automations
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Security and permission concerns
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Unused or redundant customisations
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Integration issues between systems
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Slow or inefficient business processes
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Poor visibility into sales and service performance
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Difficulty scaling Salesforce as the business grows
By identifying these challenges early, organisations can avoid costly inefficiencies and make better use of their CRM investment.
What Is a Salesforce Health Check?
A Salesforce Health Check is a comprehensive review of your Salesforce environment designed to evaluate how effectively the platform supports your business.
Unlike ongoing administration, a Health Check focuses on assessing the current state of your CRM, identifying areas for improvement, and providing strategic recommendations that improve performance, security, user experience, and long-term scalability.
The objective is not simply to find problems. It is to provide a clear roadmap for building a more efficient, reliable, and business-focused Salesforce environment.
How Do You Know If You Need a Salesforce Health Check?
A Salesforce Health Check is often valuable when:
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Salesforce has not been reviewed in the last 12 months
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Users frequently report system frustrations
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CRM data quality is becoming difficult to manage
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Reports no longer provide the visibility leadership requires
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Multiple administrators or consultants have modified the system over time
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Business growth has outpaced the original CRM setup
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You are planning a major Salesforce project or expansion
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You want to improve Salesforce ROI and user adoption
If any of these situations sound familiar, a Salesforce Performance Review can provide valuable insight into where improvements should be made.
What Our Salesforce Audit Services Include
Our Salesforce Health Check Process
1. Discovery and Stakeholder Review
We begin by understanding your business goals, challenges, and how Salesforce is being used across the organisation.
2. Environment Assessment
Our consultants conduct a detailed review of your Salesforce environment, including configuration, security, data quality, reporting, and automation.
3. Findings and Risk Analysis
We identify areas of concern, performance gaps, and opportunities for optimisation.
4. Prioritised Recommendations
Every recommendation is ranked based on business impact, effort, and urgency.
5. Optimisation Roadmap
You receive a clear action plan designed to improve CRM performance, usability, reporting, security, and scalability.
6. Ongoing Support (Optional)
If required, our team can assist with implementing recommendations and ongoing Salesforce optimisation initiatives.
Common Issues We Uncover During Salesforce Health Checks
Every Salesforce environment is unique, but certain challenges appear regularly.
Some of the most common issues include:
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Duplicate customer records
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Overly complex automation
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Unused custom fields
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Excessive user permissions
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Poor dashboard adoption
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Reporting inconsistencies
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Legacy workflows that no longer support business processes
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Data quality concerns affecting forecasting and decision-making
Identifying these issues often creates immediate opportunities for improvement.
Salesforce Health Check vs Salesforce Administration
Salesforce Health Check
Strategic CRM assessment
Identifies risks and inefficiencies
One-time or periodic review
Provides improvement roadmap
Focuses on optimisation opportunities
Salesforce Administration
Ongoing CRM management
Maintains and supports the system
Continuous support service
Implements and manages changes
Focuses on daily CRM operations
Industries We Serve
We provide Salesforce Implementation Services for:
Technology & SaaS Companies
Manufacturing Industries
Financial Services
Professional Service Firms
Healthcare Organizations
Retail & eCommerce Businesses
Why Choose CRFM?
Independent & Objective Reviews
We focus on identifying opportunities for improvement rather than recommending unnecessary complexity.
Business-Focused Recommendations
We focus on identifying opportunities for improvement rather than recommending unnecessary complexity.
Salesforce Expertise
We focus on identifying opportunities for improvement rather than recommending unnecessary complexity.
Actionable Roadmaps
We focus on identifying opportunities for improvement rather than recommending unnecessary complexity.
Frequently asked questions
Get in Touch
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