Free Salesforce Health Check
A free 60-minute Technology Health Check & Automation + Sales Enablement Maturity Benchmark.
Check the Health & Performance of Your Account Engagement & Sales Cloud Platforms
A Free No Obligation First Step in Almost Every Gabriel Sales Engagement
This free Salesforce Health Check and Automation & Sales Enablement Maturity Benchmark™ from Gabriel Sales is a 30-to-60-minute review of your Sales Cloud and/or Account Engagement (Pardot) setup led by certified Salesforce consultants. We tour your system(s), benchmark your marketing automation, sales enablement, and data against the Gabriel Sales Automation & Sales Enablement Maturity Matrix™, and follow up with a graded report: potential red flags, risks, what gaps may be costing you, and your maturity stage. No cost, no obligation. It’s the free first step in almost every Gabriel Sales engagement.
The Challenge
“How do I know if we’re actually getting full value from Salesforce and Account Engagement (Pardot)?”
“I just took this over. Was it implemented right, and are we using what we’re paying for?”
“Can we trust our data for attribution and agentic AI?”
You’ve invested in Salesforce Sales Cloud, Account Engagement (Pardot), Agentforce and/or Claude, but you suspect you’re only using a fraction of what you’re paying for. The Health Check exists to give you a clear, honest preliminary read of where you stand, benchmarked against the Gabriel Sales Automation & Sales Enablement Maturity Matrix™ so you know what’s possible.
We work with both marketing and sales teams of all sizes at all stages of maturity. The goal of this free health check and benchmark is for Gabriel Sales to understand your technology, goals and business well enough to be confident we can have a valuable impact, and for you to have enough information to make a decision about the value of potential audits and/or the potential value of a specific project and/or sprint so your next decision is an informed one.
What Makes Our Health Checks & Benchmark Unique
Designed to Help Both Sales and Marketing Increase Automation, Sales Enablement and AI Maturity
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 our Salesforce Certified team is US based team has B2B domain and technology expertise across the entire Salesforce Sales & Marketing Eco-System. One review can cover one or both sides of the funnel. So both marketing and sales leaders each walk away knowing exactly where their systems stand, potential risks, what’s possible and what may make the most sense.
For Marketers
- Is Account Engagement effectively moving leads to Salesforce?
- Is email deliverability in trouble?
- Is attribution reporting at risk?
- Is tracking & scoring working?
- Are there compliance risks?
- Do I have data hygiene issues?
- Have we turned on everything we pay for?
- Are all the leads making it to sales?
For Sales Leaders
- Is there a system in place to see if we are missing leads?
- Can we find and trust Lead and Opportunity tracking?
- Are my reps prioritizing the right leads?
- How reliable are pipeline visibility & forecasting today?
- Do we have issue before we turn on Agentforce & Einstein?
- What Sales Cloud features am I paying for & not using?
- Should I trust our marketing data and buyer intel?
- Can we turn on Claudeforce and trust it?
What’s Included in Your Free Salesforce Health Check & Maturity Benchmark
In 60 minutes, we review your setup across the four areas of our maturity model and hand you a report of what you should fix immediately, what needs further examination and a graded automation & sales enablement maturity benchmark so you understand where you are and what’s possible.
What we review
Marketing Automation (Account Engagement) Technical setup, nurturing, segmentation, forms, email deliverability, and whether your tracking code is firing correctly.
Sales Enablement (Sales Cloud) Sales Cloud usage, lead routing, activity tracking, dashboards, and forecasting. User adoption including how many people are logging in, tracking their work and the features you own but aren’t using.
Data & AI Readiness (Both Platforms) Data hygiene, bi-directional connector sync and sync errors, governance, and whether you’re bumping into data-storage/system limits (the foundation for trustworthy reporting and for AI, Claudeforce and Agentforce).
The Marketing-to-Sales Bridge (Both Platforms) How cleanly leads move from marketing to sales, sales feedback loops and how well the two teams are aligned.
What your team walks away with
A Graded Maturity Benchmark Your current stage on the Gabriel Sales Automation & Sales Enablement Maturity Matrix™ with your placement highlighted on the matrix based on how you compare to the other Salesforce and Account Engagement orgs we work with.
Your One or Two Highest Impact Fixes The specific gaps and issues costing you the most right now, in plain English. Including an estimate of what it’s costing you to leave unfixed.
What’s Working What your systems are doing right.
Risks and Rewards Your additional areas of highest risks, the ballpark short term and long term costs of not addressing them, and a preliminary range of time and costs to fix.
A Clear Next Step If there are quick wins your team can handle on their own, we’ll point them out. If there’s enough to warrant it, we’ll recommend a risk-free audit and roadmap as the right next step. Most audits partially credit toward an initial 90-day optimization sprint. Learn More → If the issue is critical and you can’t address it internally we may recommend we move straight to an Account Engagement Repair & Optimization or Sales Cloud Repair & Optimization.
What We Typically Find Across Gabriel Sales’ Health Checks & Benchmarks
90%
Have synch errors and/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
And…
“It isn’t just the orgs we see: in Salesforce Ben’s 2026 survey of 1,100+ Salesforce professionals, only 2% of admins described their org as clean and well-maintained, 31% reported high or very high technical debt, and more than 60% of orgs are over five years old. Unknown org debt is the norm. A 60 minute Health Check tells you where yours stands.” Source: Salesforce Ben, SF Ben Salesforce Admin Survey 2026
How it Works
Book It
Grab a time. The call runs 60 minutes. No prep required beyond access to your system during the call. We’ll guide you to the right areas. We also quickly share our Gabriel Sales Automation & Sales Enablement Maturity Matrix™ and ask you a half dozen questions.
We Review The Findings Together
A certified Salesforce and Account Engagement specialist follows up to review our findings. Then we send you a report with quick fixes, red flags, your current stage on the Gabriel Sales Automation & Sales Enablement Maturity Matrix™ and what that could be costing you today.
You Decide What's Next
Based on what we discover and share you’ll have the information you need to make an informed decision about next steps. You can simply take your findings and repair, optimize and enhance your stack on your own. You can move forward with a deeper dive and ROI feedback with one of our several Risk-Free Salesforce and Account Engagement Audits. Or move directly to Account Engagement Optimizations, Dashboard Optimizations, Sales Cloud Optimizations and/or leverage our Data Readiness & AI Services. And if your maturity and/or needs fit you may want to consider a Marketing Cloud Next Migration.
Genuinely Free and Useful
The Health Check and Benchmark are discovery tools, not a profit center. If it turns into a risk free paid audit later, your audit fee also credits forward toward an ongoing engagement. Our goal is to ensure we deliver an ROI at every stage of our engagement that increases your productivity and lowers costs as we help you drive more value from your tech stack and data.
Who Delivers It
Delivered by Gabriel Sales’ certified Salesforce and Account Engagement specialists with 20+ years building B2B marketing automation and sales enablement engines, plus senior data-science depth for the AI dimension. Meet the team →
Get Your Health Check Started Today!
To learn more or to schedule your Health Check and Benchmark with a Certified Salesforce Admin & Account Engagement Consultant today.
Educational Resources
How AI Is Changing the Way You Need to Build Emails to Reach the Inbox
A practical look at what and how AI Previews being used by the major mailbox providers have done to impact deliverability. And what you need to do to make sure your campaigns actually reach the inbox.Short Summary of What You Will Learn: We wrote this article to help...
Guide to Finding Salesforce and Marketing Automation Support
This guide is crafted and organized to help B2B business leaders that have invested in Salesforce and Marketing Automation decide if outsourcing Salesforce and marketing automation support makes sense for their organization. After the introduction the framework is...
How Leaders Plan for Success Using an Automation Maturity Model (Educational Video)
Part 8 of 12 – “Marketing Ops New Full Funnel Mandate Educational Video Series”
Watch Time – 3:40
This video explains how leaders plan for success using an Automation Maturity Model.to navigate the complexity of using modern sales and marketing technology, data and AI.
FAQ – Free Salesforce Health Check and Maturity Benchmark
Is the Salesforce Technology Health Check really free?
Yes. It’s genuinely free, with no obligation. It’s a benchmark, not a sales pitch. $0 so nothing to cancel. It is a 60 minute review that benchmarks you against the Gabriel Sales Automation & Sales Enablement Maturity Matrix™ and names the one or two gaps costing you the most. If you move to a paid audit afterward, the audit fee credits forward toward an ongoing retainer.
How long does it take?
30 to 60 minutes. We review your Salesforce and Account Engagement (Pardot) setup together against the Gabriel Sales Automation & Sales Enablement Maturity Matrix™ and follow a short, structured benchmark.
What do I get out of it?
A graded benchmark showing your current stage on the Gabriel Sales Automation & Sales Enablement Maturity Matrix™ pillar by pillar, plus the one or two highest-impact fixes, the specific gaps costing you the most right now, each with an estimate of what it’s costing you, in plain language not Salesforce speak.
What’s the difference between the Health Check and a paid audit?
The free Health Check is a fast, high-level benchmark that tells you where you stand and what to prioritize. A paid audit is a deep, fixed-scope review of a specific system (for example, marketing automation or sales enablement) with severity-flagged findings and a prioritized fix list.
Who should attend from our side?
Whoever owns marketing operations, sales operations, or the Salesforce and Account Engagement (Pardot) platform. A leader who can speak to goals plus an admin who knows the setup is ideal, but we can work with whoever you have.
What happens after the Health Check?
You keep the benchmark and decide. Act on the fixes yourself, or have us scope a focused audit or a roadmap. There’s no pressure either way.