MetrixAI

HubSpot and Salesforce AI Audit

Your AI is only as good as the data underneath it.

MetrixAI finds every gap in your data so you can make the most our of your AI investment.

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The real problem

Activating AI on bad data doesn't fix the problem. It multiplies the same problems faster.

Companies are investing in AI, expecting better results. Most are disappointed. The AI isn't broken.

The data the AI uses is broken, and every gap feeds directly into your AI's predictions:

Missing fields
Duplicate records
Shadow CRMs
Free-text without structure
Skipped steps

What we do

This isn't a software scan. It's a manual audit of everything AI will touch.

Deeper than any automated tool

Automated tools check whether fields exist. We check whether the data in those fields is ready to train an AI model on.

No fluff. Just the truth.

No benchmarks. Get a direct answer on whether your HubSpot or Salesforce CRM can support AI, and what to change if it cannot.

No agenda

We audit. We deliver. We leave. No retainer. No implementation package. No upsell.

What you walk away with

Three things. Every time.

AI Performance Scorecard

A scored breakdown of how your HubSpot or Salesforce CRM performs across five AI areas
Each area scored independently so a strong overall number doesn’t hide a critical failure
See exactly where you passed, where you failed, and what each failure means for AI specifically

AI Failure Map

Every question you failed, ranked by priority
Where your data breaks down and why each gap matters for AI specifically
What it means for your forecasts and outreach if you activate AI now

Technical Blueprint

A step-by-step guide on how to implement critical changes
Fixes ordered by impact so your AI investment works when you turn it on
Specific to your HubSpot or Salesforce CRM, not a generic checklist

What we examine

Five areas influencing AI disruptions

Area 1: Data completeness

Are your deals visible to AI?

Missing fields make deals invisible to every AI forecasting and scoring model.
A deal without an amount, close date, or contact cannot be prioritized, scored, or included in revenue predictions.
Ensure every deal is visible to AI.

Area 2: Data Consistency and Structure

Is your AI making wrong decisions confidentially?

Duplicate records and empty fields are training your AI.
Deal stages set incorrectly teach AI to confidently overstate the pipeline.
Bad inputs produce bad predictions delivered with full confidence.

Area 3: Process Disicpline

Does your AI have blindspots?

Shadow CRMs and skipped pipeline steps create permanent gaps in the data your AI learns from.
If deal activity happens in a spreadsheet, the AI has a gap it doesn’t know exists.
It cannot learn from what it cannot see.

Area 4: Feature and Tool adoption

What signals teach your AI?

AI features improve through use and feedback. Low adoption kills the loop.
If reps ignore lead scores, skip call recordings, and write emails manually, the AI has nothing to learn from.
Low adoption means the AI never gets smarter about your team.

Area 5: Infrastructure and security

Is your AI outreach landing in spam?

DNS failures and elevated bounce rates destroy every AI-generated email before it’s read.
AI can optimize outbound marketing, yet it still never reaches the inbox.
The problem is invisible in your HubSpot and Salesforce reports.

Choose your audit

Two tiers. One standard: the full truth.

Professional

$1,999

The complete AI audit that analyzes 5 key areas so you get the most out of your AI investment.

What’s included

• AI Performance Scorecard across 5 areas

• Priortized AI Failure Map

• Technical Blueprint

Start Your Audit

Enterprise

$3,499

Everything in Professional, plus additional questions for larger HubSpot or Salesforce environments.
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