Rep-Friendly Salesforce
For most companies, Salesforce isn’t broken.
It’s just not built for your sales team.
Most Salesforce implementations are built around dashboards and reports — not real-life reps. That’s why adoption is low, data quality suffers, and revenue opportunities fall through the cracks.
Our Solution:
The Sales Execution Assessment
Our Sales Execution Assessment gives you a fast, 2-week diagnostic designed to identify all the points of friction between your reps' workflow and what they actually experience in Salesforce, and how to eliminate them.
You get a clear, actionable roadmap to unlock rep productivity and accelerate growth without a rip-and-replace.
What's included in the Assessment?
A 2-week deep dive designed to uncover those gaps and plan to resolve them.
Here’s what’s included:
Week 1
Friction Mapping
We interview your highest-performing reps to trace where CRM workflows break down.
Impact Modeling
We quantify how those breakdowns cost you growth — and what better execution is worth.
Week 2
Capability Roadmap
You get a clear plan to unlock execution with Salesforce — from CPQ to partner enablement.
12-Month Build Plan
We hand you a phased, budgeted implementation roadmap — fully scoped and ready to go.
Designed to Scale
After the assessment, most clients continue into:
➡️ Implementation
➡️ Ongoing Managed Services (fractional team + optimization roadmap)
Why it works
We don't try to shoehorn your reps into tech.
We don’t start with features. We start with friction — the real bottlenecks your sales reps face every day. Then we roadmap your Salesforce setup to eliminate those roadblocks and drive adoption, accuracy, and growth.
Sales-led workflow design
We co-design the system with your sales team, not just for them, so the workflows match reality, not theory.
Built for rep adoption
Everything we build is optimized for ease of use — fewer clicks, smarter defaults, and intuitive navigation that fits the rep’s day-to-day flow.
Clean data
When reps actually use the CRM, leadership finally gets the clean pipeline, accurate forecasts, and real-time visibility they need to lead.
Assessment Details
Duration:
2 weeks
Format:
Remote or hybrid
Ideal For:
US-based companies, $50M and above, with B2B sales motion
Pre-requisite:
Already using Salesforce, but not getting full value for the sales team
$15,000
fixed fee
Talk to a specialist
If your reps aren’t getting what they need from Salesforce, this assessment will show you precisely why — and what to do about it.
We build Digital Growth Hubs. As a boutique provider, we are a high-touch, local, trusted advisor and business partner that combines service design, business strategy, industry best practices, and technology to empower growth for our clients.
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