The Salesforce Reset
Find out what's actually wrong before you spend another penny fixing it.
A clear, written answer on why your team isn't getting full value from Salesforce, what that is costing you, and what to fix first.
£2,500 · findings within 14 days · full refund guarantee
Salesforce Certified · UK-based
Salesforce rarely fails all at once.
It drifts. A field gets added for one deal and never removed. A stage means something different to two teams. A report gets disputed in a leadership meeting and quietly stops being used. Nobody decides any of this. It accumulates.
By the time it's obvious, the instinct is to spend: more licences, more automation, more consultancy, sometimes a whole new CRM. Most of that spend is guesswork, because nobody has established what is actually wrong.
The Reset establishes it. It looks at how your team actually uses Salesforce, where the system and the way you sell disagree, and what that is costing you.
"We moved to Salesforce after two failed CRM setups."
Most people who book a Reset have been let down before. That is the normal starting point, not the exception, and it is exactly why the first thing we do is look, not sell.
Three things go wrong. We look at all three.
Data discipline
Duplicates, gaps and disputed reports. Whether the numbers can be trusted.
Process and friction
Whether Salesforce matches how your team actually sells, or fights it. Where it adds steps for your sellers instead of taking them away.
Adoption and ownership
Whether your team really uses it, who owns the system, who enforces it, and what happens when nobody does.
This is a process and adoption review, not a technical audit. It starts from how you sell and how your team uses Salesforce, and works back from there.
How it runs
- 1
You book a time.
Straight into the calendar. No qualification call, no form to fill in first. We invoice afterwards, so nothing is taken at booking.
- 2
An hour to understand your business.
Sixty minutes with whoever owns Salesforce, and ideally someone who sells with it. We want to understand how you sell, where it hurts and what you have already tried. Sometimes that's operations, sometimes sales, sometimes the founder. It is a conversation, not an interrogation.
- 3
We review your Salesforce.
This is where most of the work happens. We go through your org against what you told us: how it is really used, where it fits your process and where it creates friction for your sellers. The method comes from years in sales training and sales enablement, not a technical checklist.
- 4
You get it in writing, and we talk it through.
Within 14 days of the call you receive a findings document: what we found, what it's costing you, and what to fix in what order. We then walk you through it. Yours to keep, act on, or hand to somebody else.
What you're actually buying
Not a slide deck. Not a 60-page technical inventory that gets filed and never opened. A short, readable document, built from a review of your own system and the way your team sells, that a leadership team can make a decision from.
It is deliberately useful on its own. If you take it and fix things yourself, the Reset has done its job. If you'd rather we did the work, the findings become the scope. But that is your call to make afterwards, not a condition of booking.
Before you book
Isn't this just a Salesforce health check?
Who needs to be in the room?
What if we've already had a review done?
Do we have to buy anything afterwards?
What if it isn't useful?
How do we pay?
If it isn't useful, you don't pay for it.
Full refund within 14 days of receiving your findings. No conditions attached, no proportion withheld, no argument about what was delivered. We carry the risk of the first step, not you.
Stop guessing what's wrong with your Salesforce.
One conversation, a full review of your Salesforce and written findings within 14 days. £2,500, with a full refund guarantee.
Book the Reset