Get more back from the CRM you pay for
In six weeks we assess your CRM on the technical and the business side, check your licences and hand you a roadmap with prioritised findings.
What we do
We look at your CRM from four sides and bring it together in one plan.
- Technical assessment Our AI agents scan the org and a senior consultant checks it against the Salesforce Well-Architected framework.
- Business assessment We talk to the people who sell, quote and serve with the CRM. You learn what works, what does not and where your processes can improve.
- Licences The licences you pay for, checked against how your teams really use them.
- Roadmap All findings in one roadmap, prioritised by business impact, so you know what to do first.
How the six weeks run
A senior consultant leads, our AI agents do the heavy reading.
- Kick-offWe agree the scope, the people to meet and access to a sandbox.
- Technical scanOur AI agents read the org. A senior consultant checks it against the Well-Architected framework.
- Business interviewsSales, service and finance show us how they use the CRM and where it slows them down.
- Licences and findingsLicences compared with real use, every finding scored by business impact.
- Roadmap readoutWe walk your leadership through the roadmap and agree what comes first.
Related cases
See all cases- ManufacturingVideo testimonial
One roadmap the whole organisation rallied behind One CRM for samples, prices and complaints, with AI Sales Cloud, Service Cloud, Agentforce - Manufacturing
Adopted the CRM sales managers use to run their teams From an unused CRM to the sales cockpit Sales Cloud, Marketing Cloud Next
Questions we get on calls
How is this different from the AI-assisted Salesforce audit?
The audit is a technical scan of your Salesforce org. The Value Check looks wider: technical and business, plus how your licences are used, and ends with a roadmap to more return.
Can you take over from the partner who built it?
Yes. Most of our work is on orgs someone else built. We study and document what is there before we change anything.
Do we have to start over?
Usually not. We keep what works, fix what blocks the business and simplify what nobody needs.
What happens after the roadmap?
You decide. Many clients ask us to carry out part of it, often followed by AI-led managed services. The roadmap stands on its own.
Is your CRM paying you back?
Tell us what you expected from it and what you see today. We will tell you honestly where we would look first.
