Vantage Point
Complimentary • No Obligation • 100% Confidential

Get Your CRM Health Check

Is your Salesforce or HubSpot system operating at peak performance? Get a comprehensive assessment and discover optimization opportunities worth thousands in ROI.

No Credit Card
45-Min Review
Detailed Report

What's Included in Your Health Check

Our comprehensive assessment evaluates 50+ critical areas of your CRM implementation

Comprehensive System Audit

Complete analysis of your Salesforce or HubSpot configuration, customizations, and data quality

Security & Compliance Review

Identify security vulnerabilities, permission gaps, and compliance risks before they become problems

ROI Optimization Roadmap

Discover untapped features and automation opportunities to increase productivity and revenue

User Adoption Assessment

Evaluate how your team uses the platform and identify training needs or workflow improvements

Integration Health Check

Review all integrations, API usage, and data flows to ensure optimal performance

Risk & Technical Debt Analysis

Uncover hidden issues, outdated customizations, and technical debt that could impact your business

Request Your Free Assessment

Fill out the form below and we'll schedule your health check within 24 hours

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🔒 Your information is 100% confidential. We will never share your data with third parties. The health check is provided at no cost with no obligation to purchase any services.

What You'll Receive

A comprehensive package designed to give you actionable insights

30-Page Detailed Report

Comprehensive analysis covering configuration, data quality, security, integrations, and user adoption with specific findings and recommendations.

60-Minute Strategy Session

Live video consultation with our experts to review findings, answer questions, and discuss implementation priorities.

Prioritized Action Plan

Clear roadmap with quick wins (0-30 days), short-term improvements (1-3 months), and long-term strategic initiatives.

50+ Areas We Evaluate

Our comprehensive assessment covers every aspect of your CRM implementation

1
System Configuration

  • Object and field utilization analysis
  • Page layout and record type optimization
  • Workflow and process automation review
  • Custom code and formula field audit
  • App and package assessment

2
Data Quality

  • Duplicate record identification
  • Data completeness scoring
  • Data integrity validation
  • Historical data cleanup opportunities
  • Import/export process review

3
Security & Access

  • User permission audit
  • Profile and role hierarchy review
  • Sharing rules and OWD settings
  • Field-level security assessment
  • Login history and access patterns

4
Integration & Performance

  • API usage and limits analysis
  • Integration error monitoring
  • Data synchronization review
  • Performance bottleneck identification
  • Storage and data limits assessment

5
User Adoption

  • Active user statistics
  • Feature utilization rates
  • Dashboard and report usage
  • Mobile app adoption metrics
  • Training needs assessment

6
ROI & Optimization

  • Unused features identification
  • License optimization opportunities
  • Automation gap analysis
  • Process improvement recommendations
  • Quick win opportunities
150+
Health Checks Completed
$2.5M+
Average ROI Identified
95%
Find Critical Issues

"The health check identified over $150K in potential savings through license optimization and automation opportunities we didn't know existed."

— Director of Operations, Mid-Market Technology Company

Ready to Optimize Your CRM?

Get your complimentary health check today and discover opportunities to improve efficiency, reduce costs, and drive more revenue.

Request Free Assessment