As your business grows and changes over time, your CRM should be evolving as well.
The Dynamics CRM Health Check is a snapshot of how your solution is working today. Our CRM experts work directly with your internal CRM project stakeholders to better understand the business objectives of the current deployment, conduct a thorough review of the solution, and provide recommendations and a strategy on how to move forward.
Why invest in a Dynamics CRM Health Check?
A health check can potentially save money by providing support personnel clues they need to solve future issues quicker.
A health check surfaces important details about risks that could potentially result in downtime, lost revenue and dissatisfied users.
Many areas of potential concern for a CRM System are not surfaced at the CRM Administrator level or in traditional event logs. The Health Check will surface these issues and suggest corrective actions.
Our report includes:
Assessment Overview – a summary of findings highlighting areas of concern
Quick Wins List – a list of easy to implement Dynamics CRM improvements
Roadmap Overview – a high-level list of recommendations on how to optimize the CRM deployment with short- and long-term timelines
Tailored Support Plan – a blueprint for customized support unique to your organization designed to free up internal resources and raise the productivity and satisfaction of end users
Breakdown of Costs – a list of costs to address the action items uncovered by the Health Check
All Health Checks are performed by Microsoft Certified Professionals. Recommendations provided will comply to all known Microsoft best practices.
Contact us to learn more or book your CRM health check.