Why is it an Important to have periodic health checks of your CRM system?
A health check process will help you derive the most of your CRM. With openions from several CRM experts, we have shortlisted some parameters that you should consider while doing this activity:
Need for new reports and dashboards
Templates and tools
Usage by users
New automation requirements
Current business requirements v/s processes set at inception
If you are implementing CRM processes in a phase wise manner, we suggest you repeat this exercise before starting the next phase .