Your CRM was built for where you were.
Is it still built for where you’re going?
When you first implemented Salesforce, it was built around the way your team sold at the time. But organisations evolve — new products, new markets, new people — and CRMs rarely keep pace.
Over time, technical debt accumulates. Custom fields multiply. Workarounds become standard practice. Reports stop being trusted. And your sales team starts working around the CRM rather than with it.
The data that should be informing your pipeline decisions is incomplete, duplicated, or out of date. Forecasts are unreliable. Onboarding new colleagues takes longer than it should. And nobody is entirely sure what half the automations do any more.
The issue is not Salesforce itself. It is that nobody has stepped back to assess whether your org still fits your business.
What We Do
1. We learn how your team actually sells.
Not the process on paper — the real one. We sit with your sales managers and representatives to understand how they use Salesforce day to day, where it supports them, and where it gets in the way. This gives us the context to distinguish useful customisation from accumulated clutter.
2. We audit your Salesforce org for structural health.
We review your object model, page layouts, record types, automations, validation rules, and security model. We identify redundant fields, conflicting automations, permission gaps, and areas where the architecture no longer reflects your sales process.
3. We assess data quality and user adoption.
We analyse duplicate rates, field completion, data decay, and login frequency. We examine which features your team actually uses versus what has been configured. Low adoption is usually a symptom — we work with you to find the cause.
4. We deliver a roadmap tied to commercial outcomes.
Every recommendation connects to something your organisation cares about: pipeline visibility, forecast accuracy, productivity, or time-to-close. You receive a prioritised remediation plan, a sales process mapping document, and a workshop to align your team on what changes first.
Investment
From £3,500
+VAT · Scope-dependent
Duration
5–7 days
Deliverable
Findings report + roadmap
Includes
Sales process mapping session
Then You Choose
Take it forward yourselves.
Use the roadmap to prioritise and implement changes with your own team. We ensure the documentation is clear enough for anyone to follow.
Keep us alongside.
Engage JourneyForce on a managed service basis from £2,000/mo +VAT. A bucket of architectural hours your team can draw on for remediation and ongoing support.
Let us take ownership.
If you would rather we manage things directly, we can take ownership of your Sales Cloud roadmap — from configuration changes to process redesign.
Best For
- Organisations that have been on Salesforce for one to five years and have never had a formal review
- Mid-market teams planning growth who need a CRM that scales with them
- Sales leaders who have lost confidence in their CRM data and want it put right
Experience Includes
Our Sales Cloud and Service Cloud experience spans projects delivered for organisations including Dyson, Coca-Cola Hellenic, and National Trust — covering platform optimisation, multi-country rollouts, and service transformation.
Have a conversation with us
No pitch, no obligation — just a straightforward discussion about your Salesforce challenges and whether we can help.