Get Your Free Salesforce Data & AI Readiness Health Check
A Free No Obligation First Step to Maximize Your Sales Productivity, Automation, Data & Agentic AI for Modern Sales and Marketing Operations
Is Your Salesforce Org Ready for AI at Scale?
Schedule Your Health Check & Maturity Benchmark Today
($3,000 Value – No Obligation)
95% of Salesforce orgs have implemented generative AI. But less than 10% of Sellers believe that AI can be trusted post GTM for Agentic AI at scale.
All Health Checks, Findings and Strategic Insights are Delivered by Gabriel Sales Co-Founder Carol Springer and Data Scientist Dean Westervelt.
AI agents, reports and attriution are only as good as the data underneath them. Get a free 60-minute Health Check of your Salesforce and Account Engagement (Pardot) data: duplicates, sync errors, governance and the gaps that would make AI answers wrong. You get a graded benchmark and the one or two fixes to make first.
- Gabriel Sales has optimized over 175 Salesforce orgs
- 9 in 10 of the orgs we review have data & governance gaps
- Data work led by a data scientist with 25+ yrs at Merkle & Acxiom
- Free & no obligation. You keep the benchmark either way.
What We Typically Find Across Gabriel Sales’ Data Health Checks & AI Readiness Benchmarks
Findings from over 100 Salesforce user platform assesments
90%
Have synch errors and/or missed tracking
30%
struggle capturing critical fields after leads are passed to sales
30%
have broken connections damaging scoring, attribution & AI readiness
90%
have broken data governance damaging attribution, lead flow and AI readiness
95%
are not leveraging Salesforce features now available to clean and segment data
Who Delivers The Health Check and Benchmark
Delivered by Gabriel Sales’ Co-Founder Carol Springer. A certified Salesforce and Account Engagement specialist with 20+ years building B2B marketing automation and sales enablement engines. Gabriel Sales and Carol have 175+ Salesforce and Account Engagement implementations behind us. We’ve carried a quota and run demand gen and sales teams ourselves, so the findings come with business context, not just a checklist.
Carol is supported by senior Dean Westervelt. Dean leads the data and AI dimension led by a data scientist with 25+ years at Merkle, Acxiom and Epsilon. Meet the team →
The Challenge
“Leadership wants AI this year, and I know our CRM data isn’t ready.”
“We have duplicates, stale records and fields nobody completes. Where do we even start?”
“We’re evaluating Agentforce and need to know what has to be fixed first.”
“We are using Claudeforce but we don’t trust the results.”
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.
How it Works
Book It
In our initial 15 to 30 minute discovery call we ask a handful initial questions and also quickly share our Gabriel Sales Automation & Sales Enablement Maturity Matrix™ to understand your goals. Then we schedule the 60 minute health check. No prep required beyond access to your system during the call. We’ll guide you to the right areas.
We Review The Healthcheck
Our Co-Founder, Carol Springer, a certified Salesforce and Account Engagement expert follows up within 7 business days 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™ with preliminary ROI and strategic insights mapped to recommendations & opportunities.
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 to keep leads flowing while you 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. Our goal is to ensure we deliver an ROI at every stage of our engagement.
What Makes Our Health Checks & Benchmark Unique
Designed to Help Both Sales and Marketing Increase Automation, Sales Enablement and AI Maturity
Conducted by Both Salesforce, Data Scientists and Sales & Marketing Ops Experts
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 both your Sales Cloud and Account Engagement instances taking a look at configurations, data governance an data readiness. So both marketing and sales leaders each walk away knowing exactly where their data and systems stand, potential risks, what’s the right next steps should and could be.
For Marketers
- Is Account Engagement moving the right data to Salesforce?
- Are we close to AI thresholds to trust real personalizations?
- Are there compliance risks?
- Do I have data hygiene issues?
- Are we executing the right governance at the right time?
- Are we ready for Agentforce or Marketing Cloud Next?
- Can we support sales with dynamic content?
For Sales Leaders
- How close are we to agentic BDR support?
- Are we leveraging waterfall the right way for data augmentation?
- Are my reps accessing data they should trust?
- Do we have issue before we turn on Agentforce & Einstein?
- Should I trust our marketing data and buyer intel?
- Can we turn on Claudeforce and trust it?
- Are we capturing the proprietary data we need for long term success?
What This Looks Like In Practice
A mid-market building materials manufacturer came to us leaking 10,000 leads a month. Sync errors between Account Engagement and Salesforce, leads routed to the wrong reps and distributors, and no clear view of which channels produced quality. We fixed the sync, rebuilt scoring and routing, and optimized 120 forms. The team went on to grade and score 300,000 inbound leads and pass 120,000 sales-ready leads to sales, and their own people now run the system. Visit our success stories to learn more.
What’s Included in Your Free Salesforce Health Check & Maturity Benchmark
In 60 minutes, based on your specific goals we can 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 can 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.
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?
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.
Get Your Free Health Check Started Today!
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