AIMCHECK
Strategic Salesforce Health Assessment
AIMCheck is your enterprise-grade Salesforce audit. It’s powered by AI and driven by strategy. It diagnoses inefficiencies, surface blind spots, and reveal high-impact opportunities across your CRM.
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Quick AIMCheck
Run a Self-Audit With the 1AIME Salesforce Gap Checklist
The AIMCheck Self-Audit Checklist gives leaders a clear lens to spot what’s slowing performance before it costs revenue or control. Download it today and run your own Salesforce health scan.
What’s Inside the Checklist?
Workflow Gap Review
Spot where Salesforce processes break down and uncover wasted effort.
Adoption and Usage Red Flags
Identify low-use features and weak user adoption that reduce ROI.
Compliance and Security Triggers
Highlight potential risks in permissions, data access, and audit readiness.
AI-First Opportunities
Quick wins for embedding AI into workflows to sharpen forecasting, service, and sales.
C-Suite Leaders Trust AIMCheck For
Clear analysis of how Salesforce aligns with enterprise strategy
Early warning on scalability and performance risks before growth stalls
Direct visibility into ROI so investments stay measurable
Assurance that data, reporting, and decision pipelines remain reliable
Activation of underused Salesforce features that unlock hidden value
Restored forecast accuracy for board-level confidence
Independent validation before major investments or expansions
Neutral, executive-ready insights that cut through vendor bias
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 first arrange a meeting with key stakeholders to secure their time and align our aims with leadership priorities. We then request temporary read-only admin access to your Salesforce org along with supporting documentation such as architecture diagrams or change logs. 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 uncovers business inefficiencies, customer journey breaks, and unclear operational strategies, we convert them into a precise direction. You gain clarity on what to configure, what to exclude, and which implementations create the most value. Every implementation helps your team move faster, deliver better service, and scale growth with confidence.
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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.
Find Adoption Gaps, Compliance Risks, And Roi Blind Spots In 10 Minutes
Leverage our quick scorecard designed to help you assess Salesforce from a leadership perspective. It gives clarity you can carry into your next boardroom discussion.
Question
Frequently Asked Questions
What makes AIMCheck different from a standard Salesforce audit?
Most audits highlight issues. AIMCheck goes further—it connects platform inefficiencies to business impact. We combine technical diagnostics, stakeholder feedback, and strategic benchmarking to provide prioritised actions and a clear roadmap aligned to your growth goals.
Our Salesforce instance is complex. How do you ensure an accurate review?
We request admin (read-only) access to your org and optionally your sandbox. Our team conducts a detailed system analysis alongside stakeholder interviews to map intended processes to actual usage. We also use proprietary AI tooling to surface inefficiencies hidden in automation logic, code, or adoption patterns.
How long does an AIMCheck take to complete?
Typical engagements last 5-7 days, depending on the size and complexity of your Salesforce environment. We provide a detailed timeline during onboarding and maintain full visibility throughout the review process.
We have already done a Salesforce review internally. Is AIMCheck still useful?
Yes—internal reviews often lack external perspective and miss emerging best practices or AI-first opportunities. AIMCheck validates your current approach, challenges assumptions, and uncovers risks or inefficiencies your team may overlook. Clients often use it to de-risk major transformations or benchmark internal strategies.
What happens after the AIMCheck is delivered?
You receive a full diagnostic report, executive summary, and a roadmap. You can implement changes internally or engage 1AIME to assist with optimisation or rollout. There’s no obligation—AIMCheck is designed to empower your team with clear, independent, and actionable guidance.