Salesforce CRM Evaluation
Should our Business Stick with Salesforce?
The wrong CRM decision can cost your business years.
Maybe your team is asking questions like:
Is Salesforce still the right fit for us?
Are we paying for more than we need?
Would another niche-specific CRM be simpler?
Is our problem really Salesforce—or just the way it’s configured?
If you’ve been debating these questions internally, you’re not alone.
Many nonprofits continue using Salesforce because changing feels overwhelming. Others leave Salesforce without fully understanding what they’ll gain—or what they’ll lose.
Neither decision is ideal.
Before you invest thousands of dollars in improving Salesforce or migrating to another CRM, you deserve an objective process that helps you make the right decision for your organization.
An Independent Salesforce CRM Evaluation
This isn’t a software demo.
It isn’t a sales pitch.
And it isn’t an implementation project.
Instead, we’ll work together through a structured evaluation designed to answer one question:
Should your nonprofit keep Salesforce?
By the end of the process, you’ll have confidence in your decision—and a practical next step, whether that means improving Salesforce or moving to a different platform.
My Promise: I Don’t Have an Agenda
Many consultants earn their living implementing Salesforce.
Others earn their living migrating organizations away from Salesforce.
That means they often have a preferred answer before the conversation even begins.
I don’t.
My goal is to help you choose the solution that best supports your mission, your staff, your budget, and your long-term goals.
If Salesforce is the best choice, good.
If another CRM is a better fit, also good.
The recommendation is based on your organization—not my preferences.
How the Salesforce CRM Evaluation Works
This is a guided self-study supported by one-on-one strategy sessions.
You’ll complete a series of questions and research options between meetings, giving your leadership team time to reflect on how your CRM supports (or hinders) your work. During each meeting, we’ll review your findings together and use them to move toward a confident decision.
Each session has a clear purpose and builds on the previous one.
Meeting 1: Clarify Your Goals
We’ll define what success looks like for your nonprofit.
We’ll discuss:
- Your mission and strategic priorities
- How your team actually works
- Where Salesforce is helping
- Where it’s creating friction
- What you want your CRM to do in the future
You’ll leave with a clear understanding of what your organization truly needs from a CRM—not just what your current system happens to provide.
Meeting 2: Research your Options
From the first meeting, you will have a list of business processes that your new tool needs to meet. This will help avoid getting pulled in by bells and whistles, so that you don’t pick something that is missing a critical feature.
You’ll have a structured way to collect information about other options, including upfront costs, maintenance and features.
While you are doing that, I will be reviewing your current Salesforce org to determine if pain points surfaced in the first meeting can be economically resolved.
This step often saves organizations from replacing software when the real issue lies elsewhere.
Meeting 3: Make Your Decision
This meeting brings everything together.
We’ll evaluate your options against the goals you established at the beginning of the process and answer the question:
Should your nonprofit keep Salesforce?
You’ll leave with a documented recommendation, the reasoning behind it, and confidence that your decision is grounded in your organization’s needs—not guesswork.
What You’ll Receive
By the end of the evaluation, you’ll have:
- A clear decision made by you, based on your organization’s goals
- Documentation explaining why that recommendation makes sense
- A prioritized list of your biggest opportunities for improvement
- Alignment among leadership about the path forward
And then you’ll receive one of two practical next steps:
If You Keep Salesforce
You’ll receive a proposal outlining the improvements that will help Salesforce better support your nonprofit. This may include recommendations for data cleanup, process improvements, automation, user adoption, reporting, governance, or ongoing administrative support.
If You Choose a Different CRM
You’ll receive a plan for preparing your data before migration. A successful CRM transition starts with clean, well-organized information—not simply moving everything into a new system. Your plan will identify what to clean up, what to archive, what to migrate, and how to reduce risk before implementation.
Who This Is For
This evaluation is a good fit if your nonprofit is asking questions like:
- We aren’t sure we’re getting enough value from Salesforce.
- Our staff struggles to use the system consistently.
- Leadership is considering replacing Salesforce.
- We want an unbiased recommendation before investing more money.
- We need confidence that we’re making the right long-term decision.
Make Your Next CRM Decision Based on Your Values
Changing CRMs is expensive.
Keeping the wrong CRM is expensive too.
Before you commit to either path, invest in understanding what’s best for your organization.
Let’s work together to evaluate your options, make a confident decision, and create a practical plan for whatever comes next.