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CRM Health ChecK

OPTIMISE YOUR Salesforce INVESTMENT

The Performance Marketing Analytics CRM evaluation will ensure that your organization’s CRM system is running at optimum performance. We make sure that your system is supporting your sales processes and your customer support team. We also ensure that you are using your organisation’s enterprise data to your full advantage in order to support your growth objectives.

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Below represents our guideline workflow and processes that form part of our CRM Health Check free report. (note: These phases may vary depending on your company structure)

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PHASE

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PHASE

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PHASE

Initial senior management meeting to discuss company history, business development processes, CRM & ERP history; original objectives; current state; usage; contact database quality; Current reporting and dashboard; current (if any) interface to ERP systems; etc.

Develop & distribute an online survey for distribution to management, CRM Admin and main user community (Sales, Marketing, Customer Services, Finance).

The survey help understand how your staff are using the CRM system, value gained from all users; dashboard usage and future requirements; potential gaps/weaknesses and additional requirements; and what support turnaround users currently receive for support, new requests, etc.

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PHASE

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PHASE

Interview IT infrastructure and technical/development staff responsible for CRM implementation and ongoing maintenance to fully understand the day-to-day processes and user demands and review SAS/ERP interface and processes.

Interview marketing staff responsible for the interface between the CRM system and digital marketing applications to gain a complete understanding of current systems, interfaces, workflows and processes; Evaluate positives, negatives, wish-list and gaps.  

PHASE

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Prepare management report – preliminary discussion of the draft report and findings, recommendations with key stakeholders.

Present final CRM Health Check report and recommendations to senior management.

The Performance Marketing Analytics Salesforce CRM Health Check will help your organization:

  • Boost sales and gross margins

  • Identify hidden cross-sell and up-sell opportunities by predicting customer buying behavior

  • Maximise your company’s Salesforce investment and improve user engagement

  • Automate your marketing and sales processes with improved intelligent digital marketing programs

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Please complete the below registration form so we can arrange an initial (no obligation) pre-evaluation discussion.

(note: You can register for one or both complimentary Salesforce Health Check and/or Enterprise Data Quality Review)

Please provide your details so we can arrange a convenient time to discuss our review program.

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