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Glass Buildings

CRM Health Check

Get maximum value from your CRM investment.

It is important to keep your processes in line with your changing customer expectations and business operations, and evaluate the performance of your existing CRM platform. We recommend a yearly Health Check of your integrated CRM solution and as your customers' expectations change.

Is your CRM solution aligned with your current business strategy?

For a growing organisation with market and customer expectations evolving, the company strategy change and the operations are transformed. Your integrated CRM solution must be aligned to ensure you keep competitive. With every new release of your systems there are new features that could benefit your organisation and potentially optimise your operations further – these must be assessed in line with your organisation’s plans.

With a Health Check you get advice on how to get more value from your CRM solution, how you can transform and streamline business processes and how to improve the user adoption rate through change management and training.

For the Health Check you have a Senior CRM Consultant to review your existing systems and processes. You will receive a Health Check Report with the findings, identified challenges, opportunities and specific recommendations. This gives you information to act on to achieve greater benefit from your investment.

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