CRM Health Check
The collective health of both your Functional and Technical set-up improves your CRM Health.
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.
Functional Assessment
- Data Modelling
- Configuration & Amendments
- Reports & Dashboard Management
- Integrated Applications
- Sandbox & Release Management
- Security & Sharing
- Project Management & Solution Architecture
- Adoption & Innovation
Technical Assessment
- Code Quality
- Code Coverage
- Integrations
How we deliver impact & actionable insights
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.