Why You Shouldn't Hire Salesforce Consultants

Read Time: 3 Minutes

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Most companies think Salesforce is the problem.

It’s usually not.

It’s just the mirror.

If your processes are unclear, Salesforce will look messy.
If your teams disagree on what matters, your reports will look wrong.
If reps don’t see value, adoption will tank.

So this week’s tip is different.

I recorded a video showing you how to NOT hire us — and fix a lot of this yourself first.

Because truthfully?

If you don’t do these 5 things, even the best consultant can’t help you.

Here’s the short version

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1) Define How Your Business Actually Works

Before touching Salesforce, get in a room and whiteboard:

• How does a lead move from marketing → sales → support?
• What are the 5–7 actual stages in your sales process?
• What has to happen before something moves to the next stage?
• Where does ownership clearly shift between teams?

If you can’t explain your pipeline simply, don’t start building in Salesforce.

You’ll just create automation around confusion.

Keep the language simple.
No jargon.
No acronyms without definitions.

Clear business = clean CRM.

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2) Decide What Actually Matters

Everything in Salesforce should tie back to a KPI.

Revenue.
Win rate.
Sales cycle length.
Pipeline coverage.
Conversion rate.

If a field doesn’t help you improve one of those?

Delete it.

Salesforce isn’t a diary. It’s a decision engine.

And if leadership isn’t aligned on the top 3–5 metrics that drive growth, stop right there and fix that first.

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3) Make It Useful for Reps

If reps see Salesforce as admin work, they won’t use it.

If they believe it helps them close more deals, they’ll fight to use it.

Ask yourself:

• Are we tracking information that helps reps win?
• Or are we collecting “nice to know” data no one uses?
• Are managers coaching from Salesforce data?
• Or are they pulling numbers from a hidden spreadsheet?

Adoption starts with usefulness.
Automation comes later.

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4) Clean Your Data

Garbage in = garbage out.

Quick wins you can do this week:

• Remove duplicate leads, accounts, and contacts
• Delete unused fields
• Standardize picklists
• Archive historical data you don’t actually use

You don’t need a consulting firm to do this.

But if you skip it, every report will feel unreliable.

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5) Subtract Before You Add

Most broken Salesforce orgs have one problem:

Too much.

Too many fields.
Too many automations.
Too many custom one-offs.

The best systems I see are boring.

They’re simple.
They’re stable.
They’re easy to maintain.

Before adding anything new, ask:
“What can we remove?”

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What Happens If You Do This?

You get:

• More clarity
• Better adoption
• Stronger reporting
• Faster decisions
• And possibly… no need for a rebuild

Or at minimum, you’ll know exactly what kind of help you need.

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When Does It Make Sense to Bring in Help?

A few signals:

• Your processes are getting complex as you scale
• Speed matters more than experimentation
• Internal bias is blocking decisions
• Mistakes are getting expensive

That’s when experience compresses time.

Until then?

Do these 5 things.

Your Salesforce will improve — whether you hire us or not.

If you want the full breakdown (with examples), watch the video:
FREE Youtube Video Here

And if you’re past the DIY stage and want our help, click this link:
HIRE us here

Either way… start with clarity.

Salesforce amplifies whatever you build into it.

Make sure it’s something worth amplifying.

Talk next week