CRM health check

Have you already implemented a CRM system in your company, but it is not bringing the success that you expected? Would you like to know why this is and what you do about it?

Your CRM initiative was some time ago and you would like to breathe some fresh air into the project. You would like to optimise your existing CRM system, but only have a limited budget that you want to put to optimal use. Ask yourself the following questions:

• Does your CRM initiative have set targets and strategies?
• Are processes supported in your CRM system or do you simply have a databank?
• What is the data quality like in your CRM system? Are there duplicates?
• Is the technology being used right for your company?
• Do you have key figures to measure the success of your CRM initiative?
• Does interdepartmental cooperation take place (in the CRM system)?
• What impression do customers have of your CRM initiative?
• How high is the degree of utilisation of your CRM tool?

Sensix's Method

With the CRM Health Check we test your existing CRM initiative and point out strengths and weaknesses. The following aspects are evaluated in this process, depending on the objectives set:

• strategy and aims
• processes
• data
• technology
• key figures
• organisation
• acceptance
• customer feedback

The analysis is mostly carried out using interviews in the relevant departments and of the management. Depending on the agreed focuses, other techniques can be used (surveys, workshops, technical analyses, data analyses). Working together with the project team, the results are compiled and finally presented to the management.

Your Benefits

• swift overview of the strengths and weaknesses of your CRM project
• a bird's-eye view of your CRM initiative
• concrete basis for further measures
• neutral assessments and suggestions for improvements for current or already-implemented CRM solutions