You’re not alone. Many organisations come to us after investing significant time and money into Salesforce, only to find they’re still relying on spreadsheets, struggling with reporting or working around processes that should be making life easier.
The good news is that replacing everything is rarely the answer. More often than not, the platform already has what you need. It simply needs a fresh pair of eyes.
Our view
None of that means the implementation has failed. It usually means the organisation has evolved. Salesforce simply needs to evolve with it.
We’ve worked with organisations where Salesforce has gradually become more complicated over time. New processes have been added. Teams have changed.
Reports no longer answer the questions people are asking. Features have been introduced but never properly adopted.
Every organisation is different, but there are some common signs.
Your team avoids using Salesforce whenever possible.
Reports never seem to tell the full story.
Departments have created their own spreadsheets because they no longer trust the information they’re seeing.
Everyone agrees things could be better, but nobody is quite sure where to start.
Those conversations often lead to us.
Scope
Every optimisation project is different, but we typically review:
Sometimes the changes are significant. Sometimes they’re surprisingly small. Either way, the goal is exactly the same — helping Salesforce become more useful to the people relying on it every day.
One of the first things we tell clients is that optimisation isn’t about changing everything. It’s about understanding what’s working well, protecting the investment you’ve already made and improving the areas that are holding you back.
Sometimes that’s a new dashboard. Sometimes it’s simplifying a workflow. Sometimes it’s connecting another system. Sometimes it’s helping people use Salesforce more confidently.
Every recommendation should have a clear reason behind it.
People often expect optimisation to involve a major project. In reality, that’s rarely the case.
Those small improvements add up remarkably quickly. Over time they create a Salesforce environment that people genuinely enjoy using.
We’re not looking for reasons to replace what you’ve already built. We’re looking for opportunities to help it work harder.
That means understanding your organisation, listening to the people using Salesforce every day and identifying the practical improvements that will make the biggest difference.
Sometimes we’ll recommend significant change. Sometimes we’ll tell you very little needs to change at all.
Either way, you’ll have honest advice based on what’s right for your organisation.
Customer story
As CyberRisk Alliance continued to grow, Salesforce needed to grow with it. Sweet Potato Tec worked alongside the organisation to continually improve the platform, introduce new functionality, strengthen reporting and support more teams across the business.
Rather than treating Salesforce as a completed project, it became an evolving platform that continued delivering value as the organisation changed.
Amy Hueppe, Vice President of Operational Excellence, CyberRisk Alliance
Absolutely. A large proportion of our optimisation work begins with systems implemented by other partners. Our focus is on understanding how the platform is working today and identifying practical opportunities for improvement.
Usually not. Most organisations already have a strong foundation. Optimisation is about building on that foundation rather than replacing it unnecessarily.
We begin by understanding your organisation, speaking with key stakeholders and reviewing how Salesforce is being used in practice. From there, we prioritise improvements based on the value they’ll deliver rather than how technically interesting they are.
Yes. If your Salesforce environment is ready, optimisation is often the ideal opportunity to explore where Agentforce could support your teams and remove repetitive work.
Yes. Many organisations continue working with us through our Managed Services offering, where optimisation becomes part of an ongoing programme of continuous improvement.
Your organisation isn’t standing still. Neither should your Salesforce environment. If you’re starting to feel that Salesforce could be delivering more than it is today, we’d be happy to take a fresh look and help you identify where the biggest opportunities lie.
