A Salesforce Health Check is a structured audit of your Salesforce org — covering data quality, security, integrations, and AI readiness — delivered by certified consultants. Navirum’s complimentary Health Check is purpose-built for financial services firms including RIAs, broker-dealers, and wealth management companies, and delivers a prioritised roadmap to make Salesforce scalable and Agentforce-ready.
If your Salesforce CRM is messy today, AI and Agentforce won’t fix it, they’ll make it worse.
According to Rory Galvin, CEO of Navirum:
We’ve delivered thousands of successful Salesforce projects. The winners are always those with strong business goal alignment and an internal champion driving change.
Your Salesforce Is Costing You More Than You Think
Identify risks, reduce costs, and get a clear roadmap to make your CRM scalable—and AI-ready.
You’ve invested in Salesforce.
Added integrations. Rolled out new tools like a financial planning software, a Redtail → Salesforce migration, or connecting Salesforce with Schwab or Fidelity.
But instead of improving efficiency…
you’re seeing more manual work, fragmented data, and rising costs.
And with AI and Agentforce on the horizon, these issues don’t disappear—they multiply.
Why Most Salesforce Initiatives Fall Short
On paper, everything looks right: new integrations, financial planning tools, CRM migrations, custodian connections (Schwab, Fidelity, etc.)
But without the right foundation, they lead to: increasing operational costs, fragmented data, broken processes and low user adoption.
Most Salesforce programs don’t fail because of the technology—they fail because of misalignment. Common issues include:
- Over-customization → poor usability + high maintenance
- No strategic roadmap → low ROI
- Lack of industry context → wrong implementation decisions
The #1 issue: Salesforce not aligned to business objectives.
AI Won’t Fix a Broken Foundation
Agentforce represents the future of Salesforce: autonomous agents, less manual work, smarter workflows.
But most firms aren’t ready. So instead of reducing work… AI amplifies the chaos and leads to:
- Compliance risks increase
- Data isn’t structured
- Integrations aren’t stable
- Processes aren’t scalable
How Does A health Check Work?
Our certified Salesforce experts perform a comprehensive review of your entire Salesforce org and help you turn your current Salesforce environment into a scalable, high-performing, AI-ready platform.
We assess your entire ecosystem—data, integrations, workflows, and architecture—and give you a clear path forward.
What You Get
Every Health Check delivers clear, actionable outcomes:
- ✅ Cost reduction + efficiency opportunities
- ✅ 30-minute 1:1 session with a Salesforce expert
- ✅ Detailed audit report
- ✅ Key risks identified + how to fix them
- ✅ Prioritized roadmap aligned to your business goals
Our Health Checks are complimentary and no-obligation. If you choose to move forward, Navirum can help you implement the recommendations and transform your Salesforce environment into a scalable, high-performing, AI-ready platform.
What Your Salesforce Health Check Covers?
Security, Compliance, Costs, and AI Readiness
What Are The Outputs From Each Salesforce Health Check?
As part of our Salesforce Health Check we deliver the following valuable assets, which can be used to guide the direction of your Salesforce journey.
How Navirum Gets It Right
We take your existing Salesforce environment — integrations, data, workflows — and turn it into an AI-ready platform where Agentforce can actually deliver value:
- Less manual work.
- Stronger compliance.
- Real scalability
- Better client experiences
- Scalable growth
- AI readiness
Through our Compass Workshops, we:
- Identify what’s working vs. what’s not
- Build a roadmap that delivers measurable outcomes
- Align Salesforce to your strategic priorities.
Based on Navirum’s analysis of Salesforce implementations across financial services, misalignment with business objectives accounts for the majority of underperforming CRM programs – not technical failure.
What is The Value From A Salesforce Health Check?
Worth $500, in each health check, we look at how you can realign Salesforce with your original business goals and get you back on the path to success. As well as the strategic perspective, we check your Salesforce org security for vulnerabilities, financial industry best practices, ways to cut costs, improve user adoption levels, and much more!
With each free Navirum Salesforce health check, you will get a report including:
- ✅ 30 minute 1:1 session with a highly experienced Salesforce Consultant
- ✅ Opportunities for improvement report to share with your colleagues
- ✅ A road map for Salesforce Success aligning with your business goals
All of our Salesforce health checks are performed by highly experienced consultants who have worked on hundreds of projects in their career.
Salesforce Health Check Services are an Ideal Solution for…
- Organizations looking to optimize their existing Salesforce implementation.
- Organizations concerned about the security and integrity of their Salesforce data.
- Organizations preparing to transition from Salesforce Classic to Lightning.
- Teams experiencing low user adoption or looking to implement the latest Salesforce features.
- Organizations looking to implement Agentforce or AI solutions
How To Book Your Free Salesforce Health Check?
Get clarity on what’s slowing you down—and exactly how to fix it. Click on any of the Book Your Free Salesforce Health Check buttons, or fill out the form below to begin scheduling your free health check. We look forward to hearing from you.
Proven Results
The Navirum team holds over 50 Salesforce certifications, making it one of the most credentialed Salesforce consulting firms specialising in financial services in North America.
Navirum has delivered thousands of Salesforce projects across complex, highly regulated financial environments. This depth of experience allows us to quickly diagnose issues that others miss—from technical debt and over-customization to compliance gaps and data fragmentation.
We embed this expertise into every Health Check, delivering not just insights—but a clear, strategic path forward based on what has consistently driven success across our clients.
Navirum, your input into Salesforce and support with the usability and onboarding was first rate, I would have no hesitation in recommending you.
– J. Hall, VP of Sales, DING
Navirum was very professional and enjoyable to work with during our build out of Salesforce. They were knowledgeable and helped Sterling navigate the process in an efficient manner.
– Erica Chaffee, President and CFO, Sterling Management
I would highly recommend that organized and focused project managers work with Navirum for their CRM transition projects.
-Shelby Murphy, Head of Marketing, Main Management
Navirum Client Success Stories in Financial Services
If you think a free Salesforce Health Check will give you a clear direction on your Salesforce program, book below👇
Where do Salesforce projects go wrong?
Salesforce implementations go off track for many reasons, including:
- Over-customization of Salesforce leads to poor usability and high maintenance costs.
- No plan or strategic roadmap leads to poor value creation over the long term
- Gaps in industry knowledge to understand the real needs of the business
Yet, the #1 reason programs veer off course is due to a lack of alignment with the company’s overarching business objectives. This is especially true for financial institutions, which often have distinctive strategic goals. Whether it’s managing suitability obligations for Broker-Dealers, deal pipeline management for Private Equity firms, or efficient client onboarding for Financial Advisors.
Sounds familiar? Some businesses are super successful with Salesforce? Even a smaller company like PenFed Credit Union
How do we get it right? Well is starts with the right foundation… 👇
Get a Free Salesforce Health Check from Certified Experts
Do you need to run a health check for your Salesforce org? Get expert guidance from Navirum.
The certified health-check experts conduct a detailed gap analysis and recommend a roadmap to higher performance and a robust Salesforce ecosystem.
Book Your FREE Health Check Now!
FAQ
What does a Salesforce Health Check include?
A Salesforce Health Check is a comprehensive review of your org’s data quality, system performance, security settings, integrations, and overall configuration. It identifies inefficiencies, risks, and missed opportunities. You’ll receive clear, prioritized recommendations to improve usability, scalability, and ROI.
How long does a Salesforce Health Check take?
Most health checks are completed within 1–2 weeks, depending on the complexity of your Salesforce environment. This includes analysis, stakeholder input, and a final review session. We focus on delivering actionable insights quickly, without disrupting your operations.
Is a Salesforce Health Check really free?
Yes, the health check is completely free and comes with no obligation. It’s designed to provide immediate value by highlighting areas for improvement. If you choose to move forward with recommendations, that’s entirely up to you.
What is the difference between a Health Check and a full Salesforce audit?
A health check is a high-impact, fast assessment focused on identifying key issues and quick wins. A full audit is more in-depth, involving detailed documentation, process mapping, and long-term transformation planning. Think of a health check as a diagnostic, and an audit as a full overhaul strategy.
How do I know if my Salesforce org is AI-ready?
Your org is AI-ready if your data is clean, structured, and consistently used across processes. You also need well-defined workflows, strong governance, and integrated systems. If these foundations aren’t in place, AI tools like Agentforce can amplify inefficiencies instead of solving them.
What makes Navirum different from other Salesforce consultants?
Navirum combines deep Salesforce expertise with real-world financial services experience, ensuring solutions are both technically sound and business-relevant. We focus on outcomes—efficiency, scalability, and growth—not just implementation. Our approach is practical, senior-led, and built on delivering measurable results, not just recommendations.
