Our complimentary Salesforce Health Check is an independent assessment of your environment — uncovering risks, improving performance, and identifying the fastest path to your business goals. Results delivered within a couple of days.
Duplicate data, stalled automation, quiet security gaps, low user adoption — most Salesforce orgs accumulate small issues that never get addressed because no one's looking at the whole picture. A Health Check gives you that picture, independently and honestly, before you decide what to do next.
Pick a time that works for you and we'll take it from there.
A clear, independent read on your org — not a sales pitch.
A single, clear score for your org's overall health, broken down by category so you can see exactly where the gaps are.
The specific issues we found — not generic advice, but findings tied directly to your actual org.
A clear-eyed look at what's exposing your org to risk today, prioritized by what matters most.
Concrete, actionable opportunities to get more value out of the platform you're already paying for.
Not just a list of problems — a realistic plan for what to tackle first, next, and later.
We walk you through the results directly — no report dumped in your inbox with no context.
Immediate attention to risks that could be costing you today.
A clear pathway to business objectives and CRM alignment.
Recommendations to drive real ROI on your CRM spend.
A roadmap for automation, integration, and where AI actually fits.
Four steps, start to finish — independent, thorough, and fast.
A sample of the areas we dig into — the full breakdown is in the overview.
+ 10 more focus areas, including our full "5 Pillar Review" for Sales & Service Cloud — all in the downloadable overview.
"The team at Bullit were much more than IT support — they were with us throughout training and beyond. As system administrator, I had a lot of questions moving from our old CRM to Salesforce, and they were responsive, detail-oriented, and easy to reach every step of the way. Highly recommend them for CRM conversion or Salesforce expertise."
"When I decided on Salesforce as my CRM, I called Brian Costello at Bullit to devise a build strategy — no better use of my money. My org is easily the most customized and advanced I've seen at any Financial Advisory firm I've worked with in 3+ years. Brian translates non-technical requests into real solutions, and I've referred him to several other firms."
"Bullit took the time to understand our business and goals before proposing a plan sized right for our budget. They're quick, nimble, creative, and smart — I never once heard 'we can't do that.' From lead gen through the entire sales cycle, quotes, invoicing, and reporting, Bullit is a 10/10."
"We spoke with a number of potential partners before choosing Bullit — their professionalism, experience, references, and price made it the right call. The team is knowledgeable, solution-oriented, fast, and remarkably patient. I'd happily recommend them to any organization considering their services."
"Our business needs are unique, and our purchase processing system was never going to be simple to streamline into Salesforce. Bullit found the right solutions, synced our data seamlessly, and was endlessly patient teaching us the ins and outs. None of the progress we've made would have been possible without their work."
See the complete Health Check breakdown — every area we review, the full process, and what your report will include.