We provide CRM health checks across Australia built around a single goal: giving you clear visibility into your Salesforce platform's current state and opportunities for improvement. ProQuest combines comprehensive diagnostic assessment with expert recommendations to identify where your CRM is performing well and where targeted improvements will deliver the greatest value.
Unlike surface-level reviews, our CRM health check service is powered by a detailed assessment methodology that evaluates platform configuration, data quality, user adoption, security posture and alignment to business priorities. This is diagnostic assessment built for clarity and actionable insight, not just operational reporting.
ProQuest is a trusted Salesforce consulting partner to leading Australian enterprises and government organisations. Our CRM health check assessments support complex operational environments across transport, utilities, energy, retail and manufacturing.
- Salesforce Summit Partner - Over a decade of Salesforce delivery - 100% Salesforce focused
Outstanding Customer Satisfaction
- 4.86 out of 5 CSAT - 250+ projects surveyed - Long-term enterprise partnerships
Highly Trained Salesforce Consultants
- 210+ Salesforce certifications - Number one Field Service partner in Australia - Specialists across Sales Cloud, Service Cloud and Field Service - 300,000+ combined consulting hours
Comprehensive Assessment Framework
- Detailed CRM health check methodology: configuration review, data quality assessment and adoption analysis - Security, compliance and performance evaluation - Clear recommendations and improvement roadmap
What You Get With ProQuest
Engaging ProQuest for a CRM health check provides more than surface-level assessment. Our strategic partnership delivers detailed diagnostic review that identifies platform strengths, technical debt and adoption gaps through proven methodologies.
Comprehensive platform assessment
Our assessment methodology evaluates configuration, data quality, user adoption, security posture and business alignment, providing clear visibility into platform health and improvement opportunities.
Certified Salesforce consultants
Instant connection to seasoned specialists offering extensive platform expertise covering Sales Cloud, Service Cloud and Field Service.
Australian-based assessment team
Onshore consultants who grasp local regulatory requirements, enterprise operating models and specific challenges facing Australian organisations.
Clear, actionable assessment reporting
Detailed findings on platform health, identified risks, improvement opportunities and a prioritised roadmap for addressing key issues.
Prioritised improvement recommendations
Risk and compliance evaluation
Assessment of security standards, data governance and compliance requirements, with clear recommendations for remediation and risk reduction.
A strategic roadmap that prioritises improvements based on business impact, adoption opportunity and technical complexity.
This assessment model ensures you have a clear understanding of your Salesforce environment's current state, the risks you face, and the specific improvements that will deliver the greatest business value.
Get a fast, practical view of how your Salesforce platform is performing today and where your greatest opportunities for adoption and ROI improvement lie. This short assessment is relevant for any Salesforce environment, whether you are managing Sales Cloud, Service Cloud, Field Service or a combination.
Our CRM health check service combines detailed diagnostic assessment with expert analysis, so you understand exactly where your Salesforce environment stands and what improvements will deliver the greatest value.
CRM Health Check Assessment
Comprehensive CRM health check examining platform configuration, data quality, user adoption and business alignment. We evaluate system performance and deliver clear improvement recommendations.
1
CRM Configuration and Data Quality Review
Detailed assessment of CRM configuration, data integrity, field usage and process alignment across Sales Cloud, Service Cloud and connected platforms.
2
User Adoption and Engagement Analysis
Assessment of user adoption levels, feature utilisation, training effectiveness and engagement across your CRM user base.
3
Security, Compliance and Risk Assessment
Adoption-focused health programmes through the Adoptforce framework, including diagnostic training, system reviews, health dashboards and improvement-linked reporting, to establish verified, measurable platform health.
4
Integration and Automation Review
Assessment of integrations, automation workflows and data flows to identify opportunities for improvement and risk reduction.
5
Performance and Technical Health Assessment
Evaluation of platform performance, technical debt, system stability and identified risks, with recommendations for optimisation.
6
Success Stories: Proven Adoption and Performance Outcomes
Shape Levels Up Field Service Operations with Salesforce Field Service and ProQuest
Founded in 1989, Shape Australia is a leading construction and project management company. ProQuest transformed their field service operations using Salesforce Field Service, delivering measurable improvements in workforce performance and operational visibility.
From Nintex to Salesforce: Streamlining Zimmer Biomet's Core Processes with ProQuest
ProQuest worked with Zimmer Biomet to migrate from Nintex and streamline their core operational processes within Salesforce, strengthening the company's long-term platform capability and reducing process complexity across the business.
'ProQuest was amazing! I cannot thank them enough for their hard work, commitment and dedication to the service cloud project. Big shout out to the team for their exceptional work.'
Joshua Olds Head of IT, Kogan
'ProQuest has been an exceptional Solution Partner. They've effectively functioned as an extension of our in-house Delivery Capability, greatly augmenting our capacity to deliver value to our system users.'
Jake Goodey General Manager, Operations, JB Hi-Fi
Insights from Our Experts
How CIOs Should Evaluate Agentforce Beyond the Demo
What does ProQuest's CRM health check assessment include?
How is a CRM health check different from ongoing support?
Who should conduct a CRM health check?
How does a CRM health check improve platform value?
A CRM health check is a comprehensive diagnostic assessment of your Salesforce environment that evaluates platform configuration, data quality, user adoption, security posture and business alignment. It provides clear visibility into platform strengths, technical debt, adoption gaps and risks, along with a prioritised roadmap for improvement.
ProQuest's CRM health check assessment includes configuration review, data quality evaluation, user adoption analysis, security and compliance assessment, integration and automation review, and performance evaluation. The assessment concludes with a detailed report, identified risks, improvement recommendations and a prioritised roadmap for addressing key issues.
A CRM health check is a point-in-time diagnostic assessment that identifies current platform state, risks and improvement opportunities. Ongoing support provides continuous management, monitoring and optimisation. ProQuest often recommends a health check as a starting point to understand your environment, followed by targeted improvement initiatives or ongoing support based on assessment findings.
CRM health checks are valuable for CIOs, Heads of IT, Salesforce Platform Owners and Operations Leaders who want to understand their platform's current state, identify risks and prioritise improvements. They are particularly suited to organisations with mature Salesforce environments looking to optimise performance, improve adoption or reduce technical debt.
ProQuest improves platform value through comprehensive assessment that identifies adoption gaps, technical debt, security risks and misalignment to business priorities. By providing clear visibility into these issues and a prioritised improvement roadmap, organisations can make informed decisions about where to invest resources for maximum business impact.
Understand Your CRM Environment Today
If your Salesforce platform's current state is unclear, you're unsure about adoption levels or you want to identify improvement opportunities, ProQuest's CRM health check can provide the clarity and actionable insights you need. Our assessment is built to give you a clear understanding of your environment and a prioritised roadmap for improvement.
ProQuest works to empower companies in Australia and New Zealand to achieve higher performance through the delivery of tailored Salesforce solutions using disciplined Agile Scrum methodology.
We bring customer's vision to life through efficient delivery of innovative and transformative solutions powered by Salesforce.
Contact
• Lvl 12, 3 Spring Street, Sydney
• The Executive Centre Level 22, Salesforce Tower, 180 George St, Sydney NSW 2000
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