Salesforce Practice
Crest Partner · Agentforce Preferred
Crest Partner · Agentforce Preferred
Most organizations use less than half of what they're licensed for. We spend a focused block of time inside your org and hand you a clear picture of where you stand — and where the biggest opportunities are. A data-driven feature utilization assessment that turns platform gaps into a prioritized roadmap.
Start the ConversationWhether you're evaluating ROI, approaching renewal, or unsure where to invest next — the Value Accelerator gives your leadership team the data they need to move forward.
Most organizations hit a wall 18–36 months after go-live. Adoption stalls, teams build workarounds, and leadership starts questioning the spend. This assessment shows you — in hard data — exactly what's being used, what's not, and where the fastest wins are. Organizations regularly discover 30–50% of their licensed features are untouched. The roadmap turns that gap into a clear action plan.
Most Salesforce licenses already include AI and automation capabilities your team hasn't configured — from Einstein predictions to Agentforce actions. This assessment identifies exactly which AI features you already have access to, which ones you're not using, and which would deliver the most value based on your unique business processes. Instead of guessing where AI fits, you get a prioritized view of what to turn on first.
Whether it's budget season, a leadership transition, or a board-level review of technology spend — this assessment gives decision-makers an objective, data-driven baseline. No vendor opinion, no guesswork. A clear picture of what you own, what you use, and where every dollar of expansion would have the highest impact. The kind of evidence a CFO actually trusts.
89 of 150 features in use across 6 business units · 133 improvement opportunities identified
Single highest-value FSC feature for Wealth Advisory — one-screen household relationship view that would transform advisor pre-meeting preparation.
Highest-impact portal feature for Insurance — enabling broker case submission would deflect inbound calls and create traceable service records immediately.
Critical next step in the Data Cloud pilot — resolving cross-LOB customer identities would eliminate the single-customer-view gap affecting all six divisions.
Eliminating the Excel pipeline export cycle for Commercial Banking is the single highest-visibility quick win for CB leadership.
We assessed a 6-division manufacturing org and found 60+ improvement opportunities — including 4 divisions generating quotes in Excel every day, completely outside Salesforce.
The gaps are almost always the same — quoting outside the system, forecasting in spreadsheets, dashboards nobody uses. The difference is that most teams have accepted it as normal.
It isn't. These are fixable problems, and the first step is knowing exactly where they are.
Let's spend 30 minutes inside your org. We'll show you exactly where you stand — and what's worth acting on first.