3 November 2014 by CRM The Praxa Blog

By Steve Liliopoulos

In today’s uncertain economy, companies are facing challenges with ever changing customer demands. Therefore, its vital that you maximise the capabilities of your current CRM business processes and applications.

From 2001 – 2009 on average 46.3% of all CRM initiatives fail to meet measurable business objectives. So, if you think your CRM system is lagging your business, it’s the right time for a CRM Health Check.

  • Do you find your CRM database to be slow or sluggish?
  • Are your end users complaining more than usual?
  • Does it take on average 2 weeks or more to get a response from your current CRM supplier?

If these questions strike a cord, then you need a CRM Health Check.

As a CRM professional and having worked at Microsoft Australia, I can help your organisation avoid these pitfalls and identify improvements to help your organisation realise maximum value from your CRM implementation.

My CRM Health Check service helps your  organisation identify any factors limiting the success of your CRM system. My analysis assesses the issues facing your system and its usage, and highlights the opportunities available to realise the benefits your CRM system can deliver.


CRM Health check services provide you a snapshot audit of your environment. This can be used to assess whether your CRM database is appropriately configured and to identify if data is at risk from poor database recovery or security issues. A template approach is used that can be applied to any version of Dynamics CRM from 4.0 to 2013.

Health Checks provide comprehensive overview of the health of the database environment and makes recommendations to improve the environment’s configuration based on Industry Best Practice.

The following are some of the areas assessed in the Health Check:

  • CRM design & architecture review.
  • CRM entity & process review.
  • CRM configurations review.
  • CRM hierarchy & security.
  • CRM integrations.
  • CRM reporting review.

6 reasons why you need a CRM health check:

  1. Increase end user satisfaction & system utilisation.
  2. Get more up-to-date and accurate CRM data.
  3. Decrease Total Cost of Ownership (TCO) of your CRM system.
  4. Drive more – out of the information residing in your CRM systems to enable faster access and accurate decision making.
  5. Foster tighter collaboration among internal (departments) and external (partners and customers) stakeholders .
  6. Align, standardize or redesign the business processes to realize your business goals and enhance your operational efficiency.