Salesforce Account Engagement & Sales Cloud Audits

Process, technology & data specific audits with repairs, optimizations and best practices you can act on to accelerate revenue & lower costs

Account Engagement and Sales Cloud Risk Free Audits & Prioritized Roadmaps

Are You Using Account Engagement and Sales Cloud to Their Full Potential?

We help companies at any stage of maturity scale automation, sales enablement and AI.  If an audit doesn’t surface an ROI you can capture within 90 days, it’s risk-free.

Gabriel Sales risk free Salesforce Account Engagement Marketing Automation Audits and Sales Cloud Sales Enablement Audits are designed to help you pinpoint issues so your team can optimize specific sales and marketing processes.  They are fixed scope and fixed-fee examinations of your Salesforce stack that address specific process areas for repair and optimization including; marketing automation, sales enablement, attribution, dashboards & reporting, data hygiene & AI readiness you can trust at scales and team adoption gaps.  

The Challenge

“We know something isn’t right but we don’t know what to fix in what order to move the needle?”

“We don’t know the ROI we can expect and how long innovations should/will take.”

“I inherited these systems. I have a mandate to scale and increase our automation, AI and sales enablement maturity.”

“I can’t use Einstein and Agentforce.”

“We can’t trust our data”

“Our AI innovations and automations can’t be trusted at scale”

You’ve invested in Salesforce and Account Engagement (Pardot) but you think you’re getting a fraction of the value. Leads leak between marketing and sales, the data doesn’t make sense, the dashboards don’t answer the questions leadership actually asks, you can’t draw a clean line from a campaign and/or piece of content to closed revenue, sales reps don’t know what leads to call first or your AI can’t be trusted (especially if it scales).

The hard part isn’t knowing something’s not right. It’s knowing which gap is costing you the most.  How to prioritize the right repairs & optimizations in right order. And the ROI you can expect when those repairs and optimizations have been made.  

 

The Solution 

Gabriel Sales Knows How to Support Both Sales & Marketing 

Gabriel Sales has been helping both marketing teams and sales teams leverage their technology stack and data to accelerate funnels, sell faster and make smarter decisions for over 20 years. And we’ve been using AI LLMs for that past 10 (yes really).

What also makes Gabriel Sales unique is that our audits can cover your entire technology stack, your AI data readiness & your third-party integrations. Because the most valuable audits, repairs and optimizations eventually align sales and marketing for mature automation, sales enablement & scalable AI activation.

So our audits help both sales and marketing leaders understand how to leverage their systems. With a clear answers to multiple questions so your team can make informed decisions about what proven best practices and innovations to prioritize, in the right order with the right expected Return on Investment. 

For Marketers

  • Can we improve email deliverabilty?
  • Can we improve attribution?
  • What automations can cut costs?
  • What automation can improve results?
  • Can I build ICPs and look alikes?
  • How do I scale personalization?
  • What are our compliance risks?
  • Am I using the features I already pay for?
  • Is my data AI ready?
  • Can I use Einstein & Agentforce?
  • Should I consider Marketing Cloud Next?

For Sales Leaders

  • Can I improve my prospecting workflows?
  • Can I automate lead qualification?
  • Can I automate lead assignment?
  • Can I priortize hot leads and daily tasks?
  • Can I use automations to save my team time?
  • Can I cut down data entry?
  • Can I get more insights from my reports?
  • Can I track my teams daily activity?
  • Can I used dashboards to coach my team?
  • Can I improve the accuracy of my forecasts?
  • What marketing data should my team be using?
  • Can I use Einstein & Agentforce?

Audits and Roadmaps Designed to Improve Specific Processes & Results 

We offer standalone audits and roadmaps  that solve specific challenges so you only pay for what you need. Most sales and marketing leaders want to examine, improve and/or align multiple areas at once. So once we understand your goals, objectives and targets we typically recommend and bundle multiple audits at substantial discounts. Always fixed scope and fixed fee.  

Account Engagement Marketing Automation Performance Audit

The challenge: You invested in Account Engagement (Pardot) but you’re getting a fraction of the leads, deliverability and automations Salesforce promised.

What we review:

  • Lead scoring & grading
  • Source tracking & naming conventions
  • Automations & nurture workflows
  • Enagement Studio programs
  • Forms & landing pages
  • Segmentation & automation rules
  • List & segmentation hygiene
  • Sales cloud synchs 
  • Missed features
  • User adoption
  • Einstein & Agentforce thresholds
  • Prelim data governance
  • Prelim Marketing Cloud Next viability

Salesforce Sales Cloud & Sales Enablement Audit

The challenge: You’re paying for Sales Cloud features that could accelerate selling and most of them aren’t turned on, optimized or used. You are  not sure what native AI you can/should use

What we review:

  • Lead routing, assignment & alerts
  • Pipeline & opportunity structure
  • Pipeline & opportunity workflows 
  • Lead views & data entry 
  • Activity tracking & reporting 
  • Forecasting 
  • How do I scale personalization?
  • Unused sales enablement features
  • Unused automations
  • Data feeding/informing your sales team
  • AI available ready?
  •  Prelim Einstein & Agentforce readiness

Sales Cloud & Account Engagement Marketing-to-Sales Alignment & Attribution Audit

The challenge: Leads fall through the cracks & you can’t draw a clean line from marketing campaigns to pipeline and closed revenue.

What we review:

  • Full lead lifecycle across both systems
  • Scoring to routing
  • Field mapping & synch integrity
  • Connected campaigns
  • Sales feedback loops to marketing
  • Contact roles
  • Camapaign influence & attribution
  • Closed loop reporting

This is our initial highest value audit to align sales & marketing for compounding results, especially when combined with our Data Hygiene & AU Data Readiness Audit. 

Sales Cloud Reporting, Dashboard & Forecasting Audit

The challenge: Leadership can’t get a trustworthy, real-time view of pipeline, activities , marketing impact & performance. Reliable forecasts and rep coaching dashboards are not optimized.

What we review:

  • Existing reports & dashboards
  • Sales data feeding
  • Marketing data sync
  • Forecasting set-up
  • KPI definitions
  • Activity tracking
  • Sales permissions
  • Existing customization
  • Leaders ability to customize

Data Hygiene & AI Readines Audit

The challenge: Your data isn’t clean, governed, or trustworthy enough to drive results today let alone power Native Salesforce Agentforce and Einstein and/or third party AI tools you can trust.

What we review:

  • CRM data hygiene.
  • Marekting data hygiene
  • Data governance across systems
  • Data completeness
  • Data gaps
  • Duplicates
  • Data decay
  • Sync & integration health
  • Source tracking
  • Salesforce Native AI / 3rd party thresholds
  • Marketing Cloud Next Readiness

Our most intensive audit. More details about this audit on our Data Hygiene & AI Services page. Learn More →

Sales Cloud & Account Engagement Team Adoption & Training Audit

The challenge: You’ve built capabilities your team doesn’t fully use. You suspect adoption and not technology is capping your ROI..

What we review:

  • Interview P&L owners
  • Interview managers
  • Usage examination
  • End user show & tell
  • Skills gap assessment
  • Short end user workshop
  • Training need analysis
  • Light data gap survey (Sales Reps)

Every Risk Free Audit also comes with a prioritized roadmap

A standalone audit answers “what’s right and what’s wrong? ” and comes with a detailed  list of what needs to be fixed and an estimate of the time to fix the issue.

The roadmap answers “what should we do, in what order, for what return?” It’s a tool leaders and their team can use to make informed strategic, tactical and investment decisions.

Roadmaps are a prioritized and sequenced as 6 to 12-month plans with quarterly and/or monthly sprints. All best practice recommendations include budgets with estimated impacts on productivity, ROI and cost savings. 

If an audit doesn’t surface ROI you can capture within 90 days, it’s free. After the free Health Check, we’re confident enough in what we’ll find to stand behind that on every module.  (Data Hygiene Audit not included)

Why We Offer Multiple Types of Account Engagement Audits

“88% of data leaders say their data is ready for AI  and 43% of the same population name data readiness as their single biggest obstacle to AI success. Both answers are honest. That is what a blind spot looks like, and it is precisely what an audit surfaces.” Source:  Precisely & Drexel University LeBow College of Business, 2026 State of Data Integrity and AI Readiness, 500+ senior data leaders (Jan 2026)

“More tools don’t mean more visibility: organizations running 11–25 marketing tools report unclear ROI nearly 90% of the time, versus 62% for those running 6–10. Before you buy another point solution, audit whether the stack you have is actually connected.” Source: DemandScience, The 2026 State of Performance Marketing, 750+ senior B2B Marketing Leaders (Dec 2025)

“The downside is not hypothetical: 25% of companies experience annual revenue drops of 20% or more due to poor data quality.” Source: Validity, State of CRM Data Management in 2025

“73% of B2B buyers actively avoid sellers who send irrelevant outreach. Lead scoring, routing, and segmentation aren’t configuration checkboxes they’re the difference between outreach that opens doors and outreach that closes them.” Source: Gartner, cited in Salesforce State of Sales statistics (2025)

“Build agent-ready from day one: 88% of reps with AI agents say the technology increases their odds of hitting sales targets, and 94% of sales leaders using agents call them essential to meeting business demands. Agentforce.  Salesforce’s AI agent platform for automating sales workflows only performs on a cleanly implemented Sales Cloud.”  Source: Salesforce State of Sales, 7th Edition (Feb 2026)

How it Works 

We know that companies come to us with multiple goals at multiple stages of maturity. As a result our engagement process is customized to produce an ROI at every stage of our relationship based on your specific needs and objectives.  Our entire process is low-risk by design: free to start, guaranteed to pay off, and nearly self-funding with increases in productivity and cost savings for your team if you choose move to forward with our optimization sprints and/or managed services.

Start Free Salesforce Technology Health Check & Automation and Sales Enablement Maturity Benchmark

Before every audit we start with a Free Salesforce Technology Health Check and Gabriel Sales Automation & Sales Enablement Maturity Benchmark™ to understand your goals and survey your systems to ensure an audit(s) makes sense. Post the health check we provide the one or two most pressing issues and recommend the audits that will pay off the most based on what we find and your specific goals.  Learn More →

Choose The Risk Free Audit(s) That Is RIght For You

Each audit is designed to address a specific process and business challenge. We can bundle and discount multiple types of  audits based on your needs, goals and stage of maturity. They are always fixed-fee and fixed-scope so you know exactly what you’re getting and what it costs before we start.

Receive & Review Your Findings & Prioritized Roadmap

Your stand-alone audit details what working and what needs to be fixed with and estimated timeline and budget.  Every audit also comes with a road map that explains & recommends “what to do, in what order, for what return.”  So we turn all our findings into a prioritized, sequenced 12-month plan that’s broken into 30-to-90-day projects sprints with estimated budgets.  It’s a leadership ready tool to help your team make the right tactics, strategic and investment decisions for your organization.

Make Your Optimization Decisions with Risk Off the Table

After your Free Health Check & Maturity Benchmark Gabriel Sales will already be pretty confident we are going to provide value or we wouldn’t recommend the audit. But if during the audit we don’t surface an ROI and areas where you can increase productivity within 90 days your audit is free. And if you move into a Sales Cloud optimization, Account Engagement Optimization or Dashboard Optimization sprint we credit half of your audit and roadmap investment towards that initial engagement (does not include Data Audits).

What We Typically Find Across Gabriel Sales’ Audits, Health Checks & Benchmarks

90%

Have synch errors &/or missed tracking

50%

struggle passing leads between systems

30%

have broken connections damaging scoring, attribution &  AI readiness

90%

have broken data governance damaging attribution, lead flow and AI readiness

5%

would be ready & able to migrate to Marketing Cloud Next

Findings from over 100 Salesforce user platforms Gabriel Sales has assessed from 2024–2026

Who Delivers It

Delivered by the appropriate certified Senior Salesforce Sales Cloud, Account Engagement and Data Science specialists. What make us unique is that are technologist have also functioned as proven frontline Sales and Marketing Executives accountable for revenue and quotas (including Sales and Marketing for an early AI technology sold to Oracle) Our fluency in marketing and sales, AI, data and technology means you get real world recommendations to help you create great customer experiences so your technology drives more revenue. Meet the team →

Schedule a Consultation

Contact Us to Learn More

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FAQ – Salesforce Account Engagement, Sales Cloud & AI Data Readiness Audits

Why do we have to start with the free Health Check?

Because it’s the fastest, lowest-risk way to tell which audit is worth your money. The Health Check benchmarks you against our maturity model and surfaces the one or two gaps costing you most, so you buy the audit that pays off, not the one we feel like selling.

How is an audit different from the free Health Check?

The Health Check is a fast, high-level benchmark. An audit is a deep, fixed-scope review of a specific system, marketing automation, sales enablement, attribution, reporting, data, or adoption, with severity-flagged findings, a prioritized fix list, and an executive readout.

What exactly do I get from an audit?

Severity-flagged findings (red flags vs. improvements), a prioritized list of fixes, an executive readout that walks your leaders through it, and a 12-month roadmap that sequences the work.

What’s the ROI guarantee?

If an audit doesn’t surface ROI you can capture within 90 days, it’s free. After the free Health Check, we’re confident enough in what we’ll find to stand behind that on every module.

Can I bundle audits?

Yes. Bundling several audits together comes at a substantial discount, and the roadmap is included free with any bundle or retainer. Looking at the whole picture at once is usually where we find the most to fix.

Do you just hand us a report and leave?

No. You get an executive readout and a roadmap, and if you want, our team can do the repairs and optimizations with half your audit and roadmap investment credited toward that engagement.

How much do the audits cost?

Each audit is a fixed fee with a fixed scope and transparent, with no big-firm surprise pricing. We confirm the exact figure on your free Health Check, and your rep can share a sell sheet with the full price list and bundle savings.