We built a checklist that shows exactly what your Admin should be doing to keep your CRM fast, clean, and actually useful — based on 250+ real audits across sales teams, agencies, and SaaS companies.
It’s free. It’s practical. And it shows you where the gaps are.
This is the same framework we use to fix messy CRM builds and underperforming orgs.
You’ll learn:
🔄 What should already be automated
🧼 What data needs cleaning weekly
📉 What’s slowing down adoption
📊 What dashboards leadership should actually see
⚙ What tasks your Admin should own daily and weekly
Designed for:
✔ Founders & Ops Leaders
✔ In-house Admins
✔ Agencies managing client accounts
Most teams only use a fraction of Salesforce’s capabilities.
And when your Admin is reactive (or just too stretched) — Salesforce becomes overhead, not leverage.
This checklist helps you identify what’s broken — and what should already be handled.
Most teams only use a fraction of Salesforce’s capabilities.
And when your Admin is reactive (or just too stretched) — Salesforce becomes overhead, not leverage.
This checklist helps you identify what’s broken — and what should already be handled.
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.
