Is your Salesforce org working against your sales team?
Years of customization can turn Salesforce into a reporting mess nobody trusts. OpenTeQ audits, cleans up, and re-optimizes your existing instance — no rip-and-replace required.
Pipeline trust score
Before
42%
Duplicate leads · stale fields · broken reports
After OpenTeQ
94%
Clean data · trusted pipeline · real forecasts
Sound familiar?
Your sales team stopped trusting the CRM.
Reps keep their own spreadsheets because Salesforce data can't be trusted.
Every quarter, forecasting means reconciling three different versions of the truth.
Years of ad hoc customization made the instance too fragile to touch.
How it works
One audit. A clear path forward.
01
We audit your instance
A full health check of data quality, automation, and reporting integrity — no changes made yet.
02
You get a prioritized plan
A clear, ranked list of what's broken and what it would take to fix — in plain business terms.
03
We clean up and re-optimize
No rip-and-replace. We work inside your existing instance to restore trust in the data.
"Our reps had stopped trusting the pipeline reports entirely. OpenTeQ's audit found exactly why — and fixed it without a single migration."
— Director of Revenue Operations, mid-size professional services firm
Get your free Salesforce health check
Get a free, no-obligation review of your Salesforce setup. Share a few details and we'll spot gaps and opportunities.
Schedule a Meeting
Frequently Asked Questions
A Salesforce Health Check is a comprehensive review of your existing Salesforce org to identify issues affecting data quality, automation, reporting, and overall CRM performance. OpenTeQ evaluates what’s working, what isn’t, and where improvements can be made.
The free health check reviews key areas such as data quality, duplicate or stale records, automation, reporting integrity, and overall Salesforce configuration. You’ll receive a prioritized view of the issues found and recommendations for improving your Salesforce environment.
No. The initial health check is an audit only, so no changes are made to your Salesforce instance during the assessment. You first receive a clear picture of the problems and a prioritized plan for addressing them.
Yes. OpenTeQ offers the initial Salesforce Health Check at no cost and with no commitment. The goal is to give you a clear understanding of what is working and what may be holding your sales team back.
After the audit, OpenTeQ provides a prioritized action plan explaining the key issues identified and what it would take to fix them. If improvements are needed, OpenTeQ can then help clean up and re-optimize your existing Salesforce org without requiring a complete migration or “rip-and-replace” approach.