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CRM Health check: Parameters to consider during CRM Review

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:

Data Collection


Data Quality

Need for new reports and dashboards

Read More: CRM Reports and Metrics: What should you track?

Templates and tools



Usage by users

User Satisfaction


Accessibility challenges

New automation requirements

Interface Design

Training needs

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 .

Naga Darshan J
Darshan is a CRM Strategist, Entrepreneur, Author and Business Coach. He heads the sales and marketing for Rapid GPRS and has been instrumental in transformation of several businesses.

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