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Free · ~10 minutes · No meeting

Salesforce Self-Check

12 questions. A score. No meeting.

Salesforce is supposed to do four jobs for a small business: get work out of spreadsheets, keep customer data in one place, show a usable pipeline/forecast, and make follow-up happen without memory. Score each item honestly.

0 = No / almost never · 1 = Sometimes · 2 = Yes, consistently

Spreadsheets still running the business

1.Do you still keep a working list of deals, customers, or follow-ups in a spreadsheet because Salesforce isn’t trustworthy enough to be the list?
2.In a typical week, does anyone copy the same information into Salesforce and somewhere else (sheet, inbox, another tool)?
3.When you need a weekly or monthly picture of the business, do you start in Salesforce — or export and rebuild it in Excel?

Customer data in one place

4.Can you open one customer record and see the story (who they are, what’s been sent, what’s open, what’s been promised) without hunting through inboxes or other tools?
5.If two people look up the same account, do they see the same contacts, notes, and status?
6.If someone asked “which system is the source of truth for customers?” would the answer be Salesforce — and would the team actually treat it that way?

Pipeline and forecast

7.Can you pull a current pipeline or forecast from Salesforce without rebuilding it in a spreadsheet first?
8.Do your stages mean the same thing to everyone who uses them, and does the team actually move deals through them?
9.Would you use the number Salesforce shows you this month to make a hiring, cash, or inventory decision?

Follow-up that doesn’t depend on memory

10.Does every new lead get an owner and a next step without someone having to remember?
11.Can you pull a list today of every overdue follow-up — and would that list be complete?
12.If a salesperson is out or leaves, do their open conversations and next steps stay visible, or do they leave with the person?

Answer all 12 questions to see your bucket.