Free Salesforce Technology Health Check & Maturity Benchmark

A free 30-to-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. 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. Its 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 and I want to see if it was implemented right and understand if we are using what we are paying for?”

You’ve invested in Salesforce Sales Cloud and/or Account Engagement (Pardot) 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 a Maturity Model 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 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 stands, potential risks, what’s possible and what may make the most sense

For Marketers

  • Is Account Engagement effectively moving leads to Salesforce 
  • Is email deliverablity in trouble 
  • Is attribution reporting at risk
  • Is tracking & scoring working 
  • Are there compliance risks 
  • Do I have data hygeine issues
  • Have I turned on everything we pay for 

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
  • Data hygiene, segmentation, & governance
  • How reliable is pipeline visbility & forecasting today
  • Do we have issue before we turn on Agentforce & Enstein
  • What Sales Cloud features am I paying for & not using
  • Should I trust our marketing data and buyer intel 

What’s Included in Your Free Salesforce Health Check & Maturity Benchmark 

In 30 to 60 minutes, we review your setup across the three pillars of our maturity model and hand you a report of what should fix immediately, what needs further examination and 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 review, nurturing, segmentation, forms, email deliverability, and whether your tracking code is firing correctly, in Account Engagement (Pardot).
  • 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 Data (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 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 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 &/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 30-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 30 to 60 minutes. No prep required beyond you accessing your system during the call as we guide you to specific areas in your system. We just need a quick tour.  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

We design the dashboards, reports, forecasting and attribution around how you actually sell and for specific end users (with cross pollination available from our library of best practices).

Genuinely Free, Genuinely 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 build confidence that Gabriel Sales can create a solution for you that ensures an ROI at every stage of our relationship that is self-funding with the increase in productivity and cost saving we help you drive 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. e.   Meet the team →

Schedule a Consultation

Contact Us to Get Started Today

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FAQ – Free Salesforce Health Check and Maturity Benchmark

Is the Health Check really free?

Yes — it’s genuinely free, with no obligation. It’s a benchmark, not a sales pitch. Its job is to give you an honest read on where you stand; if you decide to move to a paid audit after the Health Check and Benchmark, your fee credits forward toward an ongoing engagement.

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.