In today’s uncertain economy, companies are facing challenges with ever changing customer demands. Therefore, it is vital that you maximize the capabilities of your current Sales processes.  From 2001 – 2009 on average 46.3% of all CRM initiatives fail to meet measurable business objectives. So, if you think your CRM system is lagging your business, it’s the right time for a Health Check.

• Are your end users complaining more than usual?
• Does it take on average 2 weeks or more to get a response from your current CRM supplier?

If these questions strike a cord, then you need a CRM Health Check.

As a management professional and having worked at Microsoft Australia, I can help your organisation avoid these pitfalls and identify improvements to help your organisation realise maximum value from your CRM implementation.

My CRM Health Check service helps your  organisation identify any factors limiting the success of your CRM system. My analysis assesses the issues facing your system and its usage, and highlights the opportunities available to realise the benefits your CRM system can deliver.

SALES PROCESS HEALTH CHECK

The Health check services provide you a snapshot audit of your environment. This can be used to assess whether your CRM database is appropriately configured and to identify if data is at risk from poor database recovery or security issues. A template approach is used that can be applied to any version of Dynamics CRM from 4.0 to 2013.

Health Checks provide comprehensive overview of your sales processes with recommendations on process improvements that help separate you from your competitors.

6 reasons why you need a sales process health check.

1. Increase end user satisfaction & system utilisation.
2. Get more up-to-date and accurate CRM data.
3. Better engagement with your prospects and customers.
4. Drive more – out of the information residing in your CRM systems to enable faster access and accurate decision making.
5. Foster tighter collaboration among internal (departments) and external (partners and customers) stakeholders .
6. Align, standardise or redesign the business processes to realize your business goals and enhance your operational efficiency.

For a complimentary consultation please contact me | M: 0410 52 11 32