What the Health Check Covers
A structured evaluation of your CRM ecosystem — covering data quality, process efficiency, user enablement, technical architecture, integration landscape, and strategic alignment.
Core diagnostics
- Data quality & hygiene (duplicates, completeness, enrichment)
- Process & workflow effectiveness (sales, service, marketing alignment)
- User adoption & enablement (training gaps, usability issues)
Platform & strategy
- Technical health (performance, customizations, integrations, security)
- Strategic fit (alignment with business goals, scalability for AI & growth)
- License & cost optimization opportunities
Measurable Outcomes
You get quantified visibility into what’s leaking revenue today — and a practical path to restore your CRM as a revenue engine.
Identification of hidden productivity leaks.
Roadmap to higher user adoption within 6 months.
Reduction in CRM-related operational costs.
Deliverables
A clear executive summary plus a detailed diagnostic report with evidence-based findings, risks, and recommendations.
Each issue is categorized by severity and business impact, so stakeholders can align quickly and act decisively.
A 30–90 day action plan for immediate uplift, plus a 6–24 month roadmap for scalable growth and AI readiness.
A maturity score across key dimensions, with benchmark comparisons against best-in-class deployments.
How the Engagement Works
We go beyond surface-level audits: diagnostic frameworks, data sampling, stakeholder interviews, and architecture review.
1) Kick-off & scoping
Align on objectives, stakeholders, CRM footprint, integrations, and the outcomes you need from the assessment.
2) Assessment & evidence capture
Data sampling, configuration review, workflow diagnostics, adoption signals, and security/integration checks.
3) Roadmap & executive readout
Clear prioritization, quick wins, transformation plan, and governance recommendations — Swiss-tailored and compliance-aware.