Do you need a CRM health Check?
Checking the health of your CRM system on a regular basis will keep adoption rates high, reduce administration costs, and ensure maximum value. The goal is not simply to find areas for improvement, but to recognize and reinforce successful aspects of your CRM system.
A Three-Step Process
-
Review - Review goals, performance targets, issues, data standards, and relevant processes
-
Diagnose - Analyze CRM system
-
Recommend - Document prioritized list of recommendations
Why Perform a CRM health check?
Business Reasons
-
CRM is not capturing the required processes
-
CRM is causing users frustration
-
User adoption is declining as users can’t find information
-
Metrics are not being captured or correctly reported
-
Not realizing target goals
Technical Reasons
-
Searches and reports are taking too long to complete
-
CRM for Outlook frequently stops
-
Opening a form is very slow
-
Emails are not correctly being routed into CRM
-
Data synchronization cannot be restarted
Getting Started
To learn more, contact us today.