how we help

There are many factors in ensuring your CRM runs smoothly. For example; the way the solution has been designed, the way it has been implemented and the environment it is hosted on.

We provide a thorough 50 point health check on your CRM to highlight any; technical, configuration, solution design, user set-up or integration issues preventing your system running at optimal performance. And should you have a specific pain-point, our experienced consultants can help diagnose the problem.

Our detailed health check report provides best-practice guidance and recommendations on how the system can be improved, as well as highlighting any newly released system functionality that could better serve your business processes.

Benefits at a glance

  • Pinpoint problem areas that could be preventing your system from running smoothly
  • Understand how your system can be further optimised with best practice guidance and recommendations
  • Understand if newly released product features could better serve your requirements
  • Understand if your current solution is still capable of supporting your business requirements
  • Assess whether your system is ready for an upgrade or migration to the cloud
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activities & outputs

  • On-site or remote audit
  • Detailed health check findings report
  • Best practice recommendations & next steps
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get a quotation

Is your CRM dragging you down?

Get in touch for a free no obligation consultation and quotation by calling our friendly team on 01296 328 689.

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case studies

Rayleigh Instruments

DAVIES GROUP

NEWELL BRANDS

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