Are Your SFDC Investments Producing the ROI You Expected?

You invested in Salesforce.

Maybe you invested in implementation, customization, integrations, training, new workflows, dashboards, or additional people.

The techology is working.

But, the business impact hasn't caught up.

We're researching why.

When a major SFDC investment doesn't produce the expected business results, the problem isn't necessarily the technology. Sometimes the harder challenge is what happens after technology is implemented:

• Salespeople don't consistently adopt the intended workflows.
• Managers don't consistently reinforce new behaviors.
• Teams revert to familiar ways of working.
• New processes become “extra work” instead of how work gets done.
• Leaders see SFDC activity but not corresponding business impact.
• The organization hasn't invested enough in behavior change so that tech pays off.

We're exploring better ways to close these gaps by doing 15–30 minute interviews with Revenue Leaders who experience them:

• CROs, VPs of Sales & Heads of Revenue
• Sales Ops / Revenue Ops leaders
• Other executives responsible for the ROI of SFDC investments

We're particularly interested in organizations that have recently (past 6-18 months) implemented, substantially customized, or expanded Salesforce—and haven't yet seen the business impact they expected.

This is research, not a sales pitch. We're trying to understand:

What did you expect Salesforce to change?

What actually changed?

Where did adoption or behavior fall short?

What did you try to do about it?

What would make the investment substantially more valuable?

Your experience will help us determine whether there's a meaningful problem here worth solving.

We'll only use this information to contact you about the interview. There is no obligation to purchase anything.

Interested to share your experience and learn our findings?

Request an interview via the form on this page. We'll email you soon to schedule a time.

THANK YOU,

Team Upwardly