01
Why Salesforce underperforms
Salesforce can be a powerful operating platform, but many companies struggle to get full value from it. Common issues include:
- Salesforce is used as a basic contact database instead of a business platform
- Sales, service, marketing, finance, and operations teams use disconnected processes
- Reporting is unreliable because data quality is poor
- Users do not trust the system
- Automations are fragile or poorly documented
- Integrations are incomplete
- Technical debt has accumulated over time
- Leadership is unsure whether Salesforce is configured correctly for future growth
02
Typical Salesforce advisory work
- Salesforce org assessment
- Sales Cloud optimization
- Service Cloud roadmap
- Marketing Cloud / Account Engagement advisory
- Experience Cloud / portal strategy
- Data model and reporting review
- Automation and integration review
- Security and permission review
- Technical debt assessment
- DevOps and release management guidance
- Salesforce Center of Excellence planning
- Vendor and implementation partner oversight
03
Executive questions George helps answer
- Is Salesforce aligned with how the business actually operates?
- Are we using the right Salesforce clouds and licenses?
- Are reports and dashboards trustworthy?
- Is our data model scalable?
- Are our integrations secure and maintainable?
- Are we over-customized?
- Do we need a new implementation partner, internal admin, architect, or managed services model?
04
Outcome
The goal is to turn Salesforce into a reliable business platform that improves revenue visibility, operational efficiency, customer experience, and executive decision-making.
Next step
Ask George to assess where Salesforce is strong, where it is fragile, and what should happen next.
Return to the contact area to review another resource, share context with George, or request a follow-up conversation.