Salesforce Maturity Scan
In 30 minutes we assess where your organization stands in terms of Salesforce maturity. Not just technology, but also governance, understanding and maintainability.
What we review
We assess your organization's maturity around Salesforce. Governance, understanding, maintainability — not just the technology.
Maturity & Governance
Where we start- How mature is your organization?
- Governance & decision-making
- Internal knowledge & documentation
Process & Workflow
- Does the setup match your process?
- Automation opportunities
- Workflow optimization
Data & Insights
- Data quality
- Reporting capabilities
- Management information
Understanding & Adoption
- Does your team understand what's happening?
- Roles and responsibilities
- Internal knowledge retention
Maintainability & Technology
- Technical debt
- Manageable automations?
- Documentation flows & triggers
Quick Wins
- Immediate improvements
- Low-hanging fruit
- Concrete recommendations
How does it work?
Request
Fill out the form with some basic information about your Salesforce environment.
Schedule
We'll contact you to schedule a suitable time for the screenshare session.
Scan
You share your screen, we spot the improvement areas. Afterwards you receive a summary.
We assess maturity, not just technology
Most Salesforce scans focus purely on technology: are your Flows working? Are your permissions correct? Important, but not the whole story.
We look at the question: how mature is your organization around Salesforce? Do people understand what's happening? Is governance clear? Are automations manageable?
More about our strategic approachWhat makes us different?
- 1
Assessing maturity
We look at governance, understanding and maintainability — not just technology
- 2
Honest advice
We tell you where you stand and what the next step is toward more control
- 3
Practical results
Concrete steps to increase your Salesforce maturity
Request your free Quick Scan
We'll contact you within 1 business day to schedule a date.
Pascal van de Braak
Salesforce Consultant
“Many organizations focus only on technology. We start with the question: what do you want to achieve and does Salesforce align with that? That's what delivers truly valuable insights.”
What you get
- 30 minutes 1-on-1 session
- Top 5 concrete quick wins
- Summary by email
- No obligations
100% secure
We don't get access to your Salesforce org. You share your screen and always maintain control.
Frequently asked questions
Is this really free?
Yes, the Quick Scan is 100% free and no obligation. We believe good advice speaks for itself. If you want to continue after the scan, we'll discuss that. If not, you'll have valuable insights anyway.
Do you get access to my Salesforce?
No, we don't get direct access. You share your screen via a video call and navigate through Salesforce yourself. We watch and provide real-time feedback. You always maintain full control.
What do I need for the session?
You only need a laptop with access to your Salesforce environment and the ability to share your screen (via Google Meet, Teams or Zoom). It helps if you have admin rights, but it's not strictly necessary.
What happens after the Quick Scan?
After the session you'll receive a brief summary with the key findings and recommendations. If you want, we can discuss how we can help with implementation. But that's completely optional.
Ready for your Maturity Scan?
30 minutes, free, and you'll know exactly where you stand in terms of Salesforce maturity.