Fix your Salesforce
You pay for Salesforce. Your team barely uses it.
This is one of the most common problems we see. It is fixable, and usually faster and cheaper than people expect.
Signs it is underused.
- Reps keep deals in spreadsheets or email instead.
- Nobody trusts the pipeline report, so leadership asks for a manual one.
- The data is full of duplicates, blanks and old records.
- Nobody on the team knows how to change it, so it never gets better.
- You are paying for licenses that sit idle.
Why it happens.
Salesforce is usually set up once, by someone who has since left or moved on. It was built for how the company sold then, not now. Data entry became a chore with no payoff, so people stopped, and the reports got worse, which gave people even less reason to use it.
The answer is rarely a bigger system. It is a simpler process, clean data and reports your team wants to look at.
How we fix it in 30 days.
Week 1: look
We review your setup, talk to the people who use it, and agree on the few things that matter most.
Weeks 2 and 3: fix and build
Clean-up, simple deal stages, the reports you need and the automations that save time.
Week 4: hand over
Your team learns to make changes themselves, with written notes. All of it is yours.
Common questions.
Why does nobody use our Salesforce?
Usually it was set up for reporting, not for the people entering the data. If entering information is a chore and nothing useful comes back, people stop. The fix is a simpler process and reports the team actually wants.
Should we start over with a new setup?
Rarely. Most of what you have can be cleaned up and reused. We look first, then decide what to keep.
Do we need to hire a Salesforce admin?
Not necessarily. After a focused clean-up, many small teams can run Salesforce themselves, and we show them how.
What does the 30 days include?
A review of what you have, clean-up, the reports and process changes that matter most, and a handover with written notes. Everything built is yours.
See the full 30-day Salesforce offer or how it works. Manufacturer? Read about Salesforce for manufacturers.
Ready to get value from Salesforce?
Send a note. We will look at your setup and show you one change, start to finish.
Email us