The Salesforce and GTM Health Check is a structured assessment of your architecture, your lead-to-revenue process and your data. It is run by people who have built and operated these systems, not a script. You come away with a findings report and a prioritized roadmap your leadership and sponsors can act on.
What it is
Most assessments look at the Salesforce org and stop there. We look at the platform and the business process that runs on it, because a clean org executing a broken lead-to-revenue process still leaks revenue.
Salesforce architecture, org health, CPQ and quote-to-cash, data quality and governance, integrations across ERP, billing and marketing, technical debt and scalability.
How a lead actually moves to closed to invoiced to recognized. RevOps and sales process alignment, territory and lifecycle, forecasting discipline, and where the handoffs break.
Findings tie back to root cause, not symptoms. Recommendations are sequenced by impact, effort and dependency, so you know what to fix first and why.
Coverage
This is the full scope. Not every engagement goes equally deep on all eleven; the scoping call decides where the time goes based on where your risk is.
What you receive
The output is not a slide deck that gets skimmed once. It is a findings report and a roadmap detailed enough to brief an engineering team and clear enough to brief a board.
Architecture, process, data, integration and reporting findings, each traced to root cause rather than symptom.
Quick wins and strategic initiatives, sequenced by impact, effort and dependency, so the order of work is defensible.
Where remediation drives efficiency, scalability and forecasting accuracy, sized so you can weigh it against the effort.
A decision-ready narrative for leadership and PE sponsors, in the language a board uses rather than a systems one.
How it runs
An honest assessment needs access and a few hours from the people who run the process. We are direct about that up front, because a health check done without your team is just a tool reading metadata.
NoteThe introductory Salesforce Health Check is complimentary. Preparation and stakeholder time are required; the depth of the findings depends on it.
Representative engagements
Five assessments across SaaS, EdTech, enterprise services, technology platforms and PE-backed portfolios. Client names are held at their request.
A Salesforce and GTM assessment focused on district expansion, growth motions, territory management and scalability, covering architecture, account hierarchy, marketing operations, lifecycle workflows, integrations, reporting and data governance.
An assessment of lead-to-revenue operations, automation maturity and cross-functional efficiency, evaluating Salesforce, Workato integrations, product master data, account hierarchy and enterprise system connectivity.
A review focused on CPQ optimization, duplicate prevention, workflow automation, reporting scalability and enterprise integrations, spanning configuration, data quality and technical debt across Sales, Finance and Customer Success.
A redesign and standardization of Salesforce-driven lead-to-revenue operations across multiple countries, simplifying complex sales processes, modernizing enrollment and invoicing, and consolidating fragmented systems.
Support across multiple PE-backed organizations with Salesforce modernization, RevOps optimization, post-M&A systems consolidation and GTM transformation, addressing fragmented CRM environments and limited reporting visibility.
NoteThese are health-check engagements specifically. Full delivery case studies, with client names and numbers, are on the results page.
In their words
The same team that runs the assessment stays on if you decide to act on it.
The next step
Twenty minutes to agree where a Salesforce and GTM Health Check would go deep, and what it would take from your team. No obligation to go further.
Book a scoping call