Salesforce Health Check & Impact Assessment

Unlock the Full Potential of Your Nonprofit Software

Is your Salesforce system delivering the impact you envisioned? At ImagineCRM, we believe your nonprofit software should fit your team as closely as your mission. With our dedicated team and deep technical expertise, we bring a personalized approach to every Health Check & Impact Assessment. 

You’ll get clear insights to measure performance, streamline workflows, and uncover what’s holding your system back. More than consultants, we’re partners who help your team turn technology into a trusted ally that drives real results.

Empower Your Mission

Why Choose a Salesforce Health Check?

Your nonprofit management software should scale with your goals, not slow you down. Our Health Check & Impact Assessment helps you:

Measure Real Impact

We benchmark your current usage against your original goals and create a plan to close gaps and maximize outcomes.

Optimize Performance

We identify inefficiencies, missed opportunities, and adoption barriers, then provide clear steps to improve.

Future-Proof Your Investment

With regular assessments, you’ll keep your CRM system aligned with evolving needs and programs.

What to Expect

  • Goal Alignment

    We collaborate with your team to make sure your system reflects your objectives.

  • Efficiency Check

    We assess workflows, automations, and user adoption to highlight quick wins and reduce wasted effort.

  • Strategic Recommendations

    We deliver actionable insights to strengthen adoption, productivity, and ROI.

Impact Assessment & Health Check FAQs

  • If your staff struggles with adoption, reporting feels complicated, or you’re unsure if Salesforce is helping you reach your goals, it’s time for an assessment.

  • Not at all! Our process is designed to be lightweight and collaborative. We work around your schedule to evaluate without interrupting your workflows.

  • We review system setup, data accuracy, workflow efficiency, user adoption, and alignment with organizational goals, then provide a roadmap for improvement.

  • We recommend at least once a year, or after major organizational changes like staff turnover, program expansion, or new funding requirements.

  • Yes. Beyond the Health Check, our team can partner with you for Salesforce consulting, managed services, and nonprofit IT services to keep your system optimized.

Ready to Maximize Your Impact?

Your technology should help your team work smarter, not harder. With ImagineCRM’s Impact & Health Check, you’ll gain clarity, efficiency, and confidence in how Salesforce supports your mission—whether you’re using it as nonprofit software, a donor system, or part of your wider nonprofit management software strategy.

Get Your Health Check