Your Salesforce Value Delivery Experts

VALUE DELIVERY SCORECARD

Is your Salesforce investment delivering real business value?

capeMBX | Your Salesforce Value Delivery Experts


Value Delivery Scorecard

Most companies invest five-to-six figures on Salesforce. Few can prove it’s delivering real ROI. This scorecard helps you evaluate five critical areas that determine whether your Salesforce investment is working for you — or just sitting there.

Score yourself honestly. The results will show you exactly where you’re leaving value on the table.

HOW TO USE THIS SCORECARD

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree). Total your score at the end to see where you stand.

1 = Strongly Disagree 3 = Neutral 5 = Strongly Agree

Smarter Salesforce implementations. Better business outcomes.

AREA 1: ADOPTION & USAGE
“The best CRM in the world is worthless if nobody uses it.”
1. Our team actively uses Salesforce every day — it’s the single source of truth for customer data.
Score:
1
2
3
4
5
2. Sales reps log activities and update opportunities in Salesforce, not in spreadsheets or email.
Score:
1
2
3
4
5
3. Managers and leadership rely on Salesforce dashboards to make business decisions.
Score:
1
2
3
4
5
4. New team members are onboarded onto Salesforce within their first week.
Score:
1
2
3
4
5
AREA 1 SUBTOTAL: / 20
AREA 2: DATA QUALITY & INTEGRITY
“Dirty data means bad decisions. AI makes it worse, not better.”
1. We are confident our pipeline data accurately reflects reality — no inflated or stale opportunities.
Score:
1
2
3
4
5
2. Duplicate records, incomplete fields, and outdated contacts are rare, not the norm.
Score:
1
2
3
4
5
3. Our data is clean enough to support automation rules without generating false triggers.
Score:
1
2
3
4
5
4. We could confidently deploy an AI tool like Agentforce on our current data quality.
Score:
1
2
3
4
5
AREA 2 SUBTOTAL: / 20
AREA 3: PROCESS ALIGNMENT
“When your CRM doesn’t match how your business actually works, people work around it.”
1. Our Salesforce configuration reflects how our business actually operates today — not how it operated two years ago.
Score:
1
2
3
4
5
2. Key workflows (lead routing, approval processes, escalation rules) are automated, not manual.
Score:
1
2
3
4
5
3. When a business process changes, Salesforce gets updated within weeks, not months.
Score:
1
2
3
4
5
4. Our team trusts the system enough to follow the configured processes rather than working around them.
Score:
1
2
3
4
5
AREA 3 SUBTOTAL: / 20
AREA 4: BUSINESS OUTCOMES & ROI
“If you can’t measure the value, you can’t prove it.”
1. We can directly attribute revenue growth, time saved, or cost reduction to our Salesforce investment.
Score:
1
2
3
4
5
2. We track specific KPIs in Salesforce (e.g., deal velocity, case resolution time, lead conversion rate).
Score:
1
2
3
4
5
3. We review Salesforce performance metrics at least monthly and use them to drive decisions.
Score:
1
2
3
4
5
4. We measure success by what changed in the business after go-live — not just by the go-live date.
Score:
1
2
3
4
5
AREA 4 SUBTOTAL: / 20
AREA 5: EXPANSION & AI READINESS
“Your current foundation determines what you can build next.”
1. Our current Salesforce foundation is solid enough to support additional clouds (Marketing, Service, Data Cloud).
Score:
1
2
3
4
5
2. We have a clear roadmap for what’s next with Salesforce — it’s not in maintenance mode.
Score:
1
2
3
4
5
3. Our data, processes, and platform are ready for AI and Agentforce — or we know exactly what needs to happen first.
Score:
1
2
3
4
5
4. We have a trusted partner relationship that provides ongoing strategic guidance, not just break-fix support.
Score:
1
2
3
4
5
AREA 5 SUBTOTAL: / 20
TOTAL SCORE
/ 100
Scored under 80? You’re leaving value on the table. Book a free 30-minute CRM & Process Review with a senior capeMBX consultant. No slides. No pitch. Just an honest conversation about where you stand and what to do about it.

Our CRM & Process Review is a free 30-minute call with one of our senior consultants. Not a sales pitch. A proper diagnostic.

We'll look at your sales, service, and marketing process and tell you exactly where the gaps are - whether you're already on Salesforce or not.

If you are not seeing value in Salesforce, get in touch?

Book Your Free CRM & Process Review →

30 minutes. No slides. Just a senior consultant and honest answers