Regular CRM Health Checks Are Critical
Destination CRM, Monday, February 19th, 2024
I had a conversation with another CRM magazine contributor recently in which we contrasted the good old days of CRM compared to the state of CRM today.
Even though we run in different circles within the industry, we have one experience in common: how companies still struggle with so many different aspects of CRM. There are common issues that stymie users at the firms I consult with, so here I'm offering a CRM health check that can help you assess and resolve sources of frustration.
When CRM platforms were first deployed, their functions and capabilities were limited, but for many companies today, CRM is the operational heartbeat. Knowing where you are on your CRM journey and road map will help determine how deep you should dive into the following recommendations.