If your Salesforce investment is not delivering what was expected, the problem is rarely the platform. It is usually a combination of configuration decisions made during implementation, processes that have changed since go-live and adoption gaps that have compounded over time. A Salesforce value assessment gives you an honest picture of where the gap is and a prioritised plan for closing it based on evidence, not assumptions.
Why Organisations Choose ProQuest for Salesforce Value Assessment
ProQuest has deep expertise in evaluating Salesforce investments and identifying value realisation opportunities with practical industry-specific experience.
Value assessments are designed to uncover hidden ROI, optimise existing configurations and align Salesforce usage with business outcomes.
Organisations gain enhanced visibility into their Salesforce potential while accelerating value realisation through strategic optimisation approaches.
Where Salesforce Value Assessment Delivers Impact
ROI identification and value measurement
A structured assessment uncovers where Salesforce is delivering measurable business value and where adoption gaps exist. Expert Wealth identified key areas where better Salesforce usage could reduce onboarding time by 30%.
Assessment identifies gaps between current configurations and business needs, helping organisations streamline processes and improve efficiency within their Salesforce environment.
User adoption and change management
Understanding why teams aren't fully adopting Salesforce is critical to unlocking value. Assessment identifies barriers to adoption and recommends targeted change management strategies to improve user engagement and system utilisation.
Data quality and governance
Assessment evaluates data quality across the Salesforce environment and identifies improvements to support better reporting, forecasting and decision-making.
Built for Business Value Realisation
Many organisations invest in Salesforce but struggle to measure or maximise the return on that investment. A structured value assessment is designed with that reality in mind, not around it.
Every assessment is structured to evaluate:
Current ROI and value realisation across all Salesforce clouds and modules
Assessment identifies where Salesforce is delivering measurable business outcomes and where value is being left on the table.
Adoption barriers and user enablement gaps, so teams can unlock the full potential of their investment
Configuration and process optimisation, identifying redundancies and opportunities to streamline workflows
Future capability roadmap, with recommendations for enhancements that align with business strategy
What a Value Assessment Engagement Typically Looks Like
Organisations engage ProQuest to:
✔ Understand the true ROI of their Salesforce investment across all business units
✔ Identify where adoption is falling short and why teams aren't fully leveraging Salesforce
✓ Discover configuration gaps and opportunities to optimise existing systems without additional investment
✔ Build a prioritised roadmap for value realisation that aligns with business strategy
✔ Learn from best practices and benchmarking data across similar organisations
A Salesforce value assessment is only as useful as the actions it leads to. ProQuest structures every value assessment to deliver a prioritised improvement roadmap not just a gap analysis so the organisation has a clear path from current state to improved outcomes, with the most valuable improvements sequenced to deliver early wins.
Ready to Find Out What Your Salesforce Investment Is Really Delivering?
Whether you are an organisation whose Salesforce adoption has plateaued, a business that has expanded its Salesforce footprint but cannot clearly measure the return or a leadership team that needs an independent view of the current state before deciding on the next phase of investment, the starting point is a focused conversation with ProQuest about what a Salesforce value assessment will surface and what you can do with the findings.
What does a Salesforce value assessment involve and how does it benefit organisations?
A Salesforce value assessment is a structured evaluation that examines current ROI, adoption rates, configuration effectiveness and data quality through stakeholder interviews, system usage analysis and benchmarking against similar organisations. This provides a clear picture of where value is being realised and delivers a prioritised roadmap for improvement that focuses investment on high-impact areas.
Does our Salesforce environment need to be performing well before an assessment makes sense?
No. A Salesforce value assessment is most valuable precisely when the environment is not performing well. The gaps, underused features, adoption challenges and configuration drift in your current platform are what the assessment is designed to identify and prioritise. ProQuest conducts value assessments across organisations at every stage of Salesforce maturity and delivers actionable recommendations regardless of the current state.
How long does a Salesforce value assessment take?
Will a value assessment require significant changes to our Salesforce setup?
How does Salesforce value assessment support optimisation initiatives?
What makes ProQuest different from other Salesforce partners?
Improvements are often identified within weeks when starting with focused, high-impact areas. The typical approach is to assess current state, identify quick wins that can be implemented immediately, then build a longer-term roadmap for sustained value realisation. Organisations have seen significant improvements in system utilisation and process efficiency. Neither required a lengthy or disruptive implementation to get there.
No. A value assessment works with your current Salesforce setup to identify what's working, what isn't, and where optimisation can happen without unnecessary rework. Many organisations unlock significant value through configuration changes, process improvements and better adoption strategies rather than major system overhauls.
Salesforce value assessment supports optimisation initiatives by evaluating current system performance, identifying improvement opportunities and developing strategic recommendations for enhanced business outcomes. This helps organisations maximise their investment whilst prioritising changes that deliver meaningful business value.
With assessment experience across industries, ProQuest delivers Salesforce value assessments that identify improvement opportunities and ROI potential. Our approach focuses on tangible value identification and practical roadmap development. This ensures organisations understand their current position whilst developing clear strategies for sustainable Salesforce value realisation.
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
We acknowledge the Traditional Owners of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.
HomeWhat We DoCustomersBlogContact Us
