AIMCHECK
Strategic Salesforce Health Assessment
AIMCheck exposes technical debt, misalignment, and wasted potential—then delivers a road map engineered for speed, adoption, and ROI.
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quick assessment
what you'll get
Workflow Gap Analysis
Uncover inefficiencies in your current Salesforce setup
Missed Automation Insights
Reveal what you're doing manually that could be done better
personalised Road map
A step-by-step action plan, built for your business
AI Enhancement Checklist
Your quick-start guide to smarter, AI-powered Salesforce
C-Suite Leaders Trust AIMCheck For
Strategic-system fit analysis
Early detection of scalability risk
Salesforce ROI clarity
Data and reporting integrity
Security and compliance gaps
Unused feature activation
Forecast confidence restoration
Pre-investment due diligence
Vendor-neutral validation
Leadership-ready insights
How AIMCheck Works?
AIMCheck is a structured, insight-led diagnostic designed to surface gaps, streamline performance, and align Salesforce to business strategy. It runs across four focused phases, from access to action.
What We Require
How We Analyse
What You Get
How You Succeed
What We Require
We request temporary read-only admin access to your Salesforce org, context from key stakeholders across teams, and any supporting documentation like architecture diagrams or change logs. We also align on leadership priorities to ensure every finding maps back to your business goals. If anything’s missing, we close the gap through expert interviews and in-org discovery.
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How We Analyse
Our AI-assisted consultants run a multi-layered analysis of your platform. We evaluate metadata, custom automation, integrations, data models, security roles, and usage patterns to identify misalignments, risks, or performance drags. Structured discovery sessions with your team help validate real-world pain points and surface process gaps that aren't visible in configuration alone.
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What You Get
We deliver a full diagnostic report on platform health, adoption, risk areas, and missed opportunities. The summary includes clear findings, metrics, and strategic risks—ready for C-suite review. You also get a prioritised recommendations matrix and an implementation-ready roadmap that breaks actions down by impact, urgency, and scale.
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How You Succeed
Once AIMCheck reveals what’s holding your platform back, we help you move forward. You need to simplify automation, integrate systems, improve UX, or rebuild for scale—we design and implement the solution. Our AI-first team works across clouds, industries, and functions to ensure every fix aligns with your operating model and growth plans. We execute fast, precisely, and with full alignment to your vision.
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Testimonials
Trusted by teams Optimising Salesforce for growth
Ash is highly knowledgeable and experienced in the field of CRM with speciality in Salesforce. He quickly makes an impact in your business with his astute and insightful questioning of your processes. He’s got great people management skills and a likeable personality.
Visa
Ash was the visionary architect behind transforming Groupon International’s operational backbone. He spearheaded the end-to-end design and integration of Salesforce, uniting fragmented business functions into a single, cohesive platform. His leadership not only drove automation and streamlined the customer journey, but also enabled scalable growth—from 50 to over 10,000 Salesforce users globally. His strategic foresight and relentless pursuit of innovation left a lasting impact on the organisation, making him an invaluable force in any enterprise transformation.
Groupon
Keerthi played a pivotal role in the integration design of a major strategic proposition, navigating a highly complex landscape involving multiple internal systems and third-party suppliers. He demonstrated exceptional initiative by delivering a comprehensive data model of the entire customer journey and uncovering critical, undocumented insights that were key to the project’s success. His ability to go above and beyond—often without being asked—makes him a rare asset and a trusted expert in delivering seamless, end-to-end solutions
Sitecore
Edward has played a pivotal leadership role in expanding the EMEA South region, driving the professional services strategy behind our enterprise software solutions.
With a sharp focus on delivery excellence, he consistently bridges the gap between sales and execution—building trust with customers, developing high-performing regional teams, and ensuring programmes land successfully. His adaptability, strategic mindset and commitment to outcomes make him a key enabler of transformation across complex, multicultural markets. A strong leader and a dependable partner in any sales-driven environment.
Finastra
Edward led the largest consulting region across Iberia, the Mediterranean, Middle East and Africa—navigating the complexities of language, culture and time zones with clarity and purpose.
Through his strategic vision and inclusive leadership style, he empowered teams to consistently deliver against ambitious transformation goals. Edward brings authenticity, focus and the kind of leadership that inspires high performance in even the most challenging environments.
Fenergo
Still Thinking Why AIMCheck Should Be Your Starting Point?
It’s not easy to spot inefficiencies buried deep in your Salesforce setup. Your team simply keeps pushing, unaware that the system is slowing them down. That’s why you need AIMCheck—a precision lens that sees what others miss. Expert consultants, armed with AI, dissect your Salesforce from the inside out. So you move forward with clarity, not assumptions.
Run a Self-Audit with the 1AIME Salesforce Gap Checklist
Question
Frequently Asked Questions
1. We're unsure which Salesforce modules we need. Can you advise?
Of course. Our consultants help identify and select the Salesforce modules best suited to your goals, ensuring strategic alignment and efficient use of your resources.
2. Our Salesforce project feels stuck. How can you help?
We analyze your current implementation, pinpoint roadblocks, and swiftly realign the project to deliver clear outcomes and get your Salesforce rollout back on track.
3. Salesforce is configured but not effective. Can you improve it?
Yes. We specialize in refining Salesforce configurations, fixing misalignments, and optimizing workflows to ensure your system delivers measurable value immediately.
4. Data integration with Salesforce is overwhelming. Can you simplify it?
Yes. Our experts streamline complex integrations, connecting your enterprise data seamlessly into Salesforce, enabling better visibility and faster decision-making.
5. Employees aren't fully adopting Salesforce. How do you resolve this?
We offer customized training and user-adoption strategies tailored to your organization, making Salesforce intuitive, effective, and embraced by your entire team.