Common Signs your Salesforce setup needs attention
Reports don't match reality
Your pipeline and forecasts can't be trusted
Automation create confusion
Processes don't behave the way your team expects.
Data is inconsistent
Duplicate or incomplete records reduce confidence
Small changes break things
Updates create unexpected downstream issues
Your team avoids Salesforce
Work happens outside the system instead
You've outgrown your setup
What worked before no longer supports growth


