CRM Chekup

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Step 1 of 14

Our CRM Checkup is a quick and easy way to assess the health of your current system. In just a few minutes, you’ll gain valuable insights into how well your CRM is working for your business and what steps you can take to make it even better.
How many of your team members actively use the CRM?*
How often is your CRM updated with new information?*
Do all relevant departments (e.g., Sales, Marketing, Customer Support) use the CRM?*
Does your CRM integrate with other key systems (e.g., email, marketing automation, accounting)?*
How easy is it to generate reports and insights from your CRM?*
Does your CRM offer automation features (e.g., automated follow-ups, task assignments)?*
How accurate and up-to-date is the data in your CRM?*
Do you have processes in place to clean and maintain your CRM data?*
How well does your CRM support data security and compliance needs (e.g., GDPR)?*
Do you have access to CRM support when needed?*
How effective is the training provided for CRM users?*
Do you have a dedicated person or team managing your CRM?*
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Email Consent*
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