Checkpoint examines your people, systems, and key processes to identify risks, improve efficiency, and give leadership an objective roadmap for better Salesforce results.
Poor adoption, recurring issues, disconnected tools, unused licenses, and misaligned strategy reduce ROI and make leadership decisions harder.
Do you need Checkpoint?
We give you a glance of some opportunities you can have on your company — just follow these simple steps and also receive a special gift. Take the assessment and you can fully cash back your investment in a project.
Do users still rely on spreadsheets outside Salesforce?
Are reports or dashboards hard to trust?
Are licenses or features paid for but rarely used?
Do teams switch between too many tools to complete one task?
Do Salesforce processes feel disconnected from the real sales process?
Open survey and answer the questions, we sent the results to your email with the coupon of the cashback.
Before investing in any improvement project, it is essential to understand the current state of your organization. A professional assessment provides clarity, identifies hidden opportunities, and ensures that every next step is strategic and effective.
Validate the real root causes before funding a project.
A fresh, objective read—especially when a current partner is "too close."
See what is really happening before committing engineering time.
Prioritize initiatives by impact vs. effort; cut low-value work.
People, processes, stack, and IT capacity in one view.
Enter implementation with decisions made, scope tight, and quick wins queued.
Checkpoint process
Confidential 1:1 interviews to understand goals, pain points, KPIs, tool usage, and improvement ideas; results are aggregated, not individual. (Up to 10 roles)
Usage, functions, configuration, users, and support; deeper review if Salesforce is in scope. (Up to 5 apps)
Marketing, Prospection, Negotiation, Close, Customer Service, Billing, and IT Support.
IT team capabilities (up to 10 people).
Common pain points
Users do not fully embrace Salesforce in their daily workflow, leading to inconsistent usage, incomplete data, unreliable reports, and continued reliance on spreadsheets.
Configuration limitations, automation gaps, integration issues, poor data structure, performance problems, and reporting limits prevent Salesforce from supporting growth.
Teams use spreadsheets, disconnected tools, shadow systems, and duplicate platforms instead of one trusted Salesforce source of truth.
Licenses, dashboards, automation, forecasting, data tools, and productivity features go unused, increasing cost without producing proportional value.
Salesforce processes, reports, stages, fields, and priorities do not match leadership goals or the real sales process.
These are our commitments and results
The goal is not just to identify issues. It is to surface improvement projects that raise efficiency, strengthen adoption, reduce waste, and help Salesforce support long-term growth.
Objective insight leadership can use to make better decisions
A clearer view of Salesforce risks and opportunity areas
Improvement projects that increase efficiency and results
Higher user trust, adoption, and accountability
Better alignment between Salesforce and business strategy
A path toward a stable, scalable, high-performing CRM
Start now
Start with Checkpoint and get an objective view of risks, opportunity areas, and the improvement roadmap your leadership needs.
