Maximize the benefits of CRM with CRM Health Check Program

July 24, 2014

CRM Health Check

In today’s uncertain economies, companies are facing challenges with accelerated and ever-changing customer demands. With these changes, it is vital that you maximize the capabilities of your current CRM business processes and applications to maximize your ROI. However, 55% of the CRM initiatives fail to meet measurable business objectives. So, if you think your CRM system is lagging behind your business, it’s the right time for a CRM Health Check.

CRM Are you getting everything out of our CRM today?

CRMIT Solutions offers CRM Health Check Program to provide your business with critical insights into your CRM performance. Certified CRM Consultants are deployed within your organization to assess, analyze and recommend on integrating every business process with the CRM environment. The Health Check Program is followed by a CRM Health Check Report, which includes practical yet inexpensive recommendations to optimize CRM investments.

CRM HealthCheck Features


  • Business Goals & Performance targets
  • Configurations & performance bottlenecks
  • Reports and dashboards


  • Existing business process
  • Data Accuracy & information gaps
  • User Adoption
  • Reports and dashboards


  • User Adoption Training
  • Data Validation
  • Analytics & Dashboard
  • CRM Testing & Validation

CRM HealthCheck Benefits

  • Decrease the Total Cost of Ownership (TCO) of CRM systems.
  • Drive more – out of the information residing in your CRM systems to enable faster access and accurate decision-making.
  • Foster tighter collaboration among internal (departments) and external (partners and customers) stakeholders.
  • Align, standardize or redesign the business processes to realize your business goals and enhance your operational efficiency.

Tags: Analytics & Dashboard, CRM HealthCheck, CRM Wellness Plan, Customer Experience, Data Validation, Reports and dashboards, Testing & Validation, User Adoption Training

0 replies on “Maximize the benefits of CRM with CRM Health Check Program”

Historically we are one of the leading CRM consulting partners. We believe a CRM health check is always essential for any organization. A health check may include data synchronization, integration, reports and dashboards etc.

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