Frustrated that segmentation in Salesforce is limited and eats up your time?

Answer 16 quick questions and discover how to reclaim your time with smarter segmentation.

It takes just 3 minutes

It’s completely free

Receive audit results instantly

“Clear results right away”

The audit made it obvious where we stand. The scoring showed our weak spots, and I finally knew what to tackle first to improve our process.

Kelly Langer
Sales Intelligence Leader
Faymonville

“A roadmap tailored to us”

The follow-up report went much deeper. It gave us a clear plan with concrete next steps that matched our situation and were directly usable.

Tobias Kowalski
Salesforce Inhouse Consultant
REWE Digital

“Opened up new possibilities”

In the review session, Alex showed me automation and segmentation options in Salesforce I didn’t know were possible.

Nick Letham
Senior Email Marketing Manager
London & Partners

How the Audit Works

Answer 16 questions and receive your segmentation audit score in less than 3 minutes. This assessment helps you to measure and improve the efficiency and scalability of your audience management process in Salesforce. The instant results highlight your potential gaps per key area and provide actionable steps on how to improve. On top of that you get a hand-crafted optimization roadmap with in-depth recommendations within 24h.

This self-audit was designed by Alex Schares, Salesforce and marketing automation expert, and founder of Campaign Audience Builder – the leading AppExchange solution for smarter segmentation. With over a decade of consulting across 10+ industries, he helps Salesforce users cut through complexity and maximize efficiency.

What We Measure in the Audit

The assessment looks at six core areas that reveal how efficient, scalable, and easy your segmentation really is.
Automation
How much runs without manual effort? Automation keeps audiences accurate and saves time.
Integration
How well do audiences connect to marketing tools? Seamless sync avoids errors and speeds campaigns.
Scalability
Can the setup handle big data and complex filters? Scalability keeps performance stable at any size.
Usability
How easy is it for business users? A no-code UI cuts reliance on technical teams.
Autonomy
How dependent are you on IT? More autonomy means faster campaigns and decisions.
Efficiency
How much time is needed to build and maintain audiences? Efficiency frees teams for strategy, not ops.

16 Quick Questions. Instant Results.

Measure efficiency, scalability, and usability in your segmentation process. Get clear insights plus a personalized roadmap with quick wins — all in under 3 minutes.
Instant Results
In 3 Minutes
100% Free
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