CRM Wellness need not necessarily mean a budget upgrade
It is common for businesses to meet new challenges and changes in customer expectations, technologies, and conditions. By turning some of the typical CRM software challenges into opportunities, organizations can further advance today's CRM solutions into powerhouses of information and customer experiences.
Why do you need a health check?
For an improved understanding of your existing implementation
A prioritised list of recommendations to improve upon the ‘as-is’ state
A reliable plan to significantly boost key CRM metrics
CRM Health Check services offerings
Data Model review
Environments and deployment process
Workflows and process automation
Improving data quality and architecture
Clearing up page layouts, reports and dashboards
Standard objects and features correctly utilized