Still Not Getting ROI from Salesforce?

Discover the 5 most critical actions your Salesforce Admin should be taking — and how fixing this one role could unlock faster sales, cleaner data, and better reporting.

Why Most Salesforce Setups Underperform.

You invested in Salesforce to make your sales team more efficient, automate follow-ups, and drive decisions with clean, actionable data.

But here’s what most companies face instead:

  • Reps skipping fields or avoiding the system entirely
  • Reports that don’t reflect reality
  • Campaigns delayed due to slow updates
  • Dirty data that breaks automation flows
  • Sales leadership working from gut instinct, not dashboards

Sound familiar?
The problem isn’t the software — it’s the lack of a dedicated, high-performing Salesforce Admin.

What the Right Salesforce Admin Actually Does

Most businesses treat Admins like button-pushers. But a well-trained Admin is the system architect — the one who keeps everything running smoothly and aligned with business goals.

Here’s what they should be doing:

  • Maintaining Clean Data: Weekly audits, de-duping, validation rules
  • Automating Repetitive Tasks: Lead routing, task creation, follow-ups
  • Driving User Adoption: Clean layouts, role-based views, training
  • Creating Actionable Reports: Custom dashboards, KPI tracking
  • Keeping the System Agile: Fast backlog execution, ongoing improvements

We’ve condensed these into a simple 5-point checklist you can use today to audit your Admin or guide your hiring.

What the Right Salesforce Admin Actually Does

Most businesses treat Admins like button-pushers. But a well-trained Admin is the system architect — the one who keeps everything running smoothly and aligned with business goals.

Here’s what they should be doing:

  • Maintaining Clean Data: Weekly audits, de-duping, validation rules
  • Automating Repetitive Tasks: Lead routing, task creation, follow-ups
  • Driving User Adoption: Clean layouts, role-based views, training
  • Creating Actionable Reports: Custom dashboards, KPI tracking
  • Keeping the System Agile: Fast backlog execution, ongoing improvements

We’ve condensed these into a simple 5-point checklist you can use today to audit your Admin or guide your hiring.

The Impact of a Strong Salesforce Admin

  • 🚀 Pipeline visibility improves — reps log activity and update deals in real time
  • ⚙️ Automations reduce manual errors and speed up response times
  • 📊 Reports become decision-making tools, not just data dumps
  • 💸 Marketing and sales sync better — improving lead conversion
  • ⏱️ Campaigns launch faster and change requests don’t stall out

Audit Your Admin in 10 Minutes

Grab the free checklist and find out if your Salesforce Admin is protecting your CRM investment — or costing you sales.

Let’s Plan Your Next Move – Book a Strategy Session!

Backed by a 600+ Person Team Specializing in Admin Support

At Carpe Diem, we’ve helped 250+ US-based companies fix their Salesforce bottlenecks by placing Trained Admins who know how to clean, automate, and scale systems.

Our clients include:
  • Agencies managing multiple clients
  • SaaS companies needing better data workflows
  • B2B sales teams frustrated with poor CRM adoption

When you work with us, you don’t just get a resource — you get a process, a Success Manager, and structured support that aligns with your goals.