Most companies overspend on add-ons they don’t need — or miss powerful, free tools hiding in plain sight.
This free cheatsheet walks you through 10 proven Salesforce tools that help you:
Move faster
Clean your data better
Slash wasted spend
All without dropping extra dollars or adding complexity.
This is the exact framework we use to cut wasted spend and boost Salesforce ROI for our clients.
You’ll learn:
🔍 How to spot unused licenses draining your budget
🧹 Which data needs regular cleaning to keep your pipeline healthy
🐢 What processes are slowing down your team’s productivity
📈 Which adoption metrics leadership actually needs to track
🛠 What daily and weekly tasks your Admin should prioritize for maximum impact
Designed for:
✔ CEOs & Ops Leaders
✔ Salesforce Admins
✔ Consultants and Agencies optimizing client orgs
Let’s Plan Your Next Move – Book a Strategy Session!
We help companies across the U.S. fix this every day by placing trained Admins who:
✔ Clean the CRM
✔ Automate workflows
✔ Build reporting for leadership
✔ Drive adoption without nagging reps
👉 Book a strategy call if you want to see how we’d approach your org. Or just start with the checklist — we’ll send it to your inbox now.
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.
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.
