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.

Sugar CRM

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.

Business Workshop

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.

Tangible Benefits

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.

Sign up for our CRM Health Check.

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

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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.

Acton-partner
Aavaaz Partners
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Salesforce Partner
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MasterSolve Elite Partners
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Docusign_mastersolve_partners
Pipedrive Partner
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Insideview_mastersolve_partner
higherlogic_mastersolve_partners
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TenFold MasterSolve Partnership
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Trustphere_mastersolve_partners

Our clients consistently see increased use of their Customer Realationship Management solutions after leveraging our health check programs.

- Francois Allard Director of Sales, MasterSolve.

LET'S START TALKING ABOUT YOUR PROJECT