CRM Health Check

CRM Health Check

The collective health of both your Functional and Technical set-up improves your CRM Health.

CRM Health Check

We understand that your CRM should evolve alongside your business. Our Health Check program is designed to problem solve and offer actionable quick-wins to ensure your business realizes the full potential of your CRM investment.

  • Data Modelling
  • Configuration & Amendments
  • Reports & Dashboard Management
  • Integrated Applications
  • Sandbox & Release Management
  • Security & Sharing
  • Project Management & Solution Architecture
  • Adoption & Innovation
  • Code Quality
  • Code Coverage
  • Integrations

How we deliver impact & actionable insights

Business Workshops
Functional Assessments

Pre Health Check

Health Check Questionnaire to understand key concerns for initial benchmarking.

Business Workshop

Overview of organization structure; roles & data access. Review/discovery of key business process, pain points & future aspirations

Functional / Technical Analysis

A Functional or Technical analysis of your organization – Red/Amber/Green recommendations benchmarked against CRM best practices.

Tangible Benefits

 Playback session to walk through findings. A 30-day action plan, quick-wins & success roadmap.

Sign up for a no cost CRM Health check assessment!

The collective health of both your Functional and Technical CRM set-up is essential for getting the most out of your CRM investment.