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CRM Journey – check out the video

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Download the CRM Health Check

What is it?
  | A workable Excel tool that allows you to examine the strengths and weaknesses of your business performance against the 5 key industry benchmarks; Customer Experience, Sales, Marketing, Customer Care and Employee Engagement.

Who is it for? Organisations that are starting to review CRM, those looking to embark on a project, those looking to upgrade or just looking for CRM best practice advice.

How long will it take? | 5- 10 minutes

What will I get out of it? | An estimation of current ability that can be taken and added to your CRM business case, to help you establish your requirements and build your vision.

Take a look at a sample report

“It only took 5 mins to complete and provided me great insight to kick start my project.” – Customer Experience Manager

Example of CRM Health Check Report


By downloading this assessment your organisation will qualify for one of our limited free half day CRM health checks.

Enter your details below to receive the CRM Health Check.



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