Is Your CRM Ready for AI in 2025?

Is Your Org Ready for AI? 

Think your Salesforce instance is fine? Think again. Hidden inefficiencies, outdated systems, and data silos aren’t just inconvenient—they’re AI killers.

"AI is something that we, as an industry, need to embrace today. If we don’t, we will fall behind, and it will not be pretty."

- Cat Davies, CEO, Innovayte

In 2024, 94% of Salesforce orgs were found to have outdated packages according to Hubbl Diagnostics, leading to slower performance, security vulnerabilities, and missed opportunities. Additionally, 61% of organizations still rely on legacy systems like Workflow and Process Builder, which no longer align with Salesforce’s future-focused roadmap. Compounding these challenges, 69% of custom fields lack descriptions—a critical issue, as poor metadata governance reduces the accuracy and relevance of AI-generated insights, particularly for retrieval-augmented generation (RAG).

Warning Signs Your Org Isn’t Ready for AI

If your organization is experiencing any of these, it’s time for a health check:

• Disconnected Data: Information is scattered across systems, creating silos and making it hard to turn data into action.
• Low Adoption: Teams struggling to use the platform effectively, leaving key features untapped.
• Limited Visibility: Unclear permissions and custom code may be leaving your organization exposed to unnecessary risks.
• Overwhelmed Admin Teams: Your admins are stretched thin, struggling to keep up with updates and optimization needs.

The Role of a Health Check in AI Readiness

A health check isn’t just about fixing issues—it’s about unlocking your CRM’s full potential for AI acceleration. Here’s what it can do for your financial institution:

1. Field Utilization: Improve Data Quality

Improve data quality by optimizing field utilization and adding custom field descriptions. Clean, connected data is essential for AI-driven insights and predictive analytics. A health scan uncovers missing field descriptions—key for AI to interpret your data—and calculates field utilization to ensure you have the data needed to power accurate predictions and actionable insights.

2. Legacy Automation: Streamline Workflows 

Identify and address legacy automation, such as Workflow Rules and Process Builder, to align with Agentforce’s exclusive use of Flow and Apex. This pivotal shift in Salesforce automation is simplified with a health scan, which quickly detects outdated workflows and provides actionable insights to optimize your org. By modernizing your automation, you prepare your AI tools to process data efficiently, driving faster insights, improved performance, and greater user confidence.

3. Org Complexity: Optimize Object Performance

Identify automation and org complexities, such as overlapping processes or excessive customizations, that could impact the performance of your Agentforce implementation. A health scan pinpoints areas where automation or configuration conflicts exist, ensuring that your objects—like Leads, Opportunities, or Accounts—are streamlined for optimal performance. This lays a solid foundation for AI-driven tools to operate efficiently and deliver actionable insights.

4. Custom Code and Permissions: Secure Your Org

Identify and resolve custom code and profiles/permissions vulnerabilities that put your data at risk. With compliance at the forefront of financial institutions' concerns surrounding AI, maintaining a secure and compliant Salesforce instance is non-negotiable.

"With one scan, we can identify what’s holding you back and deliver a clear roadmap to optimize your org, and unlock the full power of AI faster than you thought possible."

- Phillip Paz, Vice President of Technology, Zennify

How It Works

AI is a game-changer—but only if your systems are ready for it. That’s why we’ve teamed up with Hubbl Diagnostics, the most comprehensive, secure Salesforce analysis tool, to help financial institutions like yours accelerate their AI journey.

It’s simple, in 3 steps we’ll have you AI ready: 

1. Scan: Submit the form below and we’ll send you a link to initiate a secure metadata scan of your Salesforce org, completely free.
2. Meet: A Zennify expert will review the findings with you.
3. Optimize: We’ll highlight quick wins and create a tailored roadmap for your organization.