CRM HealthCheck

Unfortunately like all things, CRM systems need maintenance and review, even the SaaS ones.  And sadly, despite best intentions, over 55% of all implementations have configuration mistakes or oversights in applying best practices. Using our extensive CRM and business software experience we have packaged an 'off-the-shelf service' for our clients to give their system a check-up, and identify those issues that could be effecting performance, productivity, security or usability.

A 'Healthcheck', may be done immediately post-implementation, or after a period of  being live, but is a valuable tool to validate the implementation and ensure you are getting 'best-value' for your investment. We estimate approximately 30% of users are performing 'workarounds' for functionality that is in their system and being paid for, but they just aren't aware of it!

Our service is fast and precise, we examine over 30 items in your system and produce a full report for your review, within 5 days, for a fixed price.  

You can download a sample of the report we produce and a datasheet explaining more about the Healthcheck by following this LINK