We are Serious
About CRM Success
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.
What does a CRM Health Check entail?
Pre Health Check
We provide you with a Health Check Questionnaire, this will address key areas of concern for initial benchmarking.
This stage looks at roles & data access for your company. We review and discover key business processes, eliminate pain points & plan for future aspirations.
Functional / Technical Analysis
We provide a Functional or Technical analysis of your CRM implementation – Red/Amber/Green recommendations benchmarked against CRM best practices.
Our Playback session will walk-through our findings and will include a 30-day action plan & CRM success roadmap. MasterSolve can help you implement this plan or work with your team to guide them.
Some Of Our Valued Partners
We have aligned ourselves with solutions that we believe to be the best in the industry. Whether you are striving to improve business results through better sales and marketing alignment or increase automation to simplify your internal business practices we can help. Let us assess your needs and guide you to the right solution.