Your Salesforce Is Probably Broken
Not broken like "won't load." Broken like "we don't trust the data so we use spreadsheets anyway."
Most Salesforce systems are configured by people who don't understand data architecture. The result: untrustworthy data, broken automation, wasted time, and a tool your team avoids. We've seen it hundreds of times. Here are the worst patterns.
Real Misconfigurations. Real Impact. Real Problems.
(Click "See the breakdown" on any card to understand why it broke everything.)
The Airplane Problem: Contact Roles Gone Wrong
AeroSpace Solutions • Manufacturing / Aerospace
Salesforce was supposed to track opportunities for high-ticket aircraft sales, but nobody trusted the data.
The Software Category Mess: Picklists vs. Free Text
TechWorks Solutions • Software / SaaS
Reporting on product categories was impossible because nobody could agree on what to call anything.
The Account Hierarchy Disaster: One Record Per Person
Enterprise Financial Services • Financial Services
The company had 10,000 "accounts" but less than 2,000 actual customers. Revenue reporting was impossible.
The Description Field Dump: Unstructured Data Everywhere
InsuranceCo National • Insurance
All deal details lived in the Description field as free-form text. Nothing was reportable, automatable, or trustworthy.
The Duplicate Account Epidemic: No Deduplication Standards
B2B Marketing Agency • Marketing / Professional Services
The database had 50,000 accounts but only 15,000 unique customers. Revenue reporting was mathematically broken.
The Pattern
All of these failures follow the same pattern: someone configured Salesforce without understanding data architecture. They used the wrong field types. They skipped standardization. They treated Salesforce like a notepad instead of a system.
The result is always the same: data nobody trusts, automation that doesn't work, reporting that's useless, and a CRM your team avoids because it's harder to use than a spreadsheet.
Is Your Org in This List?
We audit Salesforce systems to find exactly these kinds of problems. Then we fix them. Not by rebuilding from scratch—by making surgical corrections that restore data trust and actually make your team want to use Salesforce.
Get a Free AuditStill Using Spreadsheets? Don't Be Embarrassed.
Salesforce isn't bad. Salesforce that's misconfigured is bad. We fix that.
