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IRVING, Texas, October 19, 2026. Ashapura Softech Inc., a Salesforce and Odoo consulting partner headquartered in Irving, Texas, has published three free planning resources for companies that are rolling out, reviewing or staffing a CRM. All three are printable PDFs that can be downloaded without filling in a form.The Salesforce Implementation Checklist lists 40 decisions to settle before go-live, grouped into seven areas: goals and scope, data, process and design, security and access, integrations, testing and training, and go-live and after. It is aimed at teams planning a first Salesforce rollout or a major re-implementation.
https://ashapurasoftech.com/salesforce-implementation-checklist/
The CRM Health Check is a 30-point review that works for Salesforce, Zoho CRM, HubSpot and Microsoft Dynamics. It covers six areas with five checks each: data quality, sales process and pipeline, adoption and usage, automation and integrations, reporting and dashboards, and security, access and cost. Each check is scored 0, 1 or 2, giving a total out of 60 and a simple band from "healthy" to "needs a reset".
https://ashapurasoftech.com/crm-health-check-template/
The Salesforce Interview Scorecard gives hiring managers a structured way to interview Salesforce Administrator and Salesforce Developer candidates. Each role has eight competencies and eight questions, with a "strong answer" and a "red flag" column for every question and a weighted 1 to 4 scoring method.
https://ashapurasoftech.com/salesforce-interview-scorecard/
"Most CRM problems we are asked to fix were decided, or not decided, before go-live," said Ankur Pandey, Marketing Manager at Ashapura Softech. "We put the questions our delivery team asks at the start of a project into a format any company can use on its own, whether or not they ever work with us."
The resources are free to use and share inside an organisation.
About Ashapura Softech
Ashapura Softech Inc. is a Salesforce and Odoo consulting partner headquartered in Irving, Texas, with a delivery center in Ahmedabad, India. The company implements, integrates and supports CRM and ERP platforms, including Salesforce, Zoho, Odoo and Microsoft, for US businesses.
https://ashapurasoftech.com/