Survey Get a Medric CRM Health Checkup Does Your Company CRM Have A Pulse? Ask yourself these questions to check the health of your CRM 1. On a scale of 1 to10, how well does your CRM work for you?1 is the worst CRM ever; it needs to be put down, 5 is our CRM behaves well, but we don’t have a policy in place, 10 is our CRM is the heart and soul of our company 1 2 3 4 5 6 7 8 9 10 2. What is your biggest challenge?Think in terms of relationship value; does your CRM allow you to naturally cultivate and communicate with your greatest assets… your customers? 3. On a scale of 1-10, how clean is your data?1 being “I didn’t know data could get dirty, 5 being the data is fairly accurate, there are some repetitions, 10 is we have a strict policy in place to maintain the integrity of customer data 1 2 3 4 5 6 7 8 9 10 4. (Scale of 1-10) How well have you followed Salesforce best practices in your code and other automated processes?1 being “best practices… huh?”, 5 is our systems seems to be holding up but we’re nervous about upgrades, 10 is we’ve never strayed, our custom code is proprietary 1 2 3 4 5 6 7 8 9 10 5. Do you have a solid sandbox and deployment strategy?(or are you building everything in Production?) Yes, we have a sandbox No, we’re developing on production only 6. How safe is your data? Do you have a backup solution? Yes, we do regular backups No, we do not have a backup solution 7. (Scale of 1-10) How easily can you access and utilize your backup data?1 being “what is backup data?, 5 is I’m not sure if backups are being made, 10 is we do nightly backups and test restoring them 1 2 3 4 5 6 7 8 9 10 8. (Scale of 1-10) How efficient is your Quoting process?1 meaning we don’t have a policy for Quoting, 5 means the quotes eventually get out, 10 is you are able to quickly populate templates and get branded quotes out the door 1 2 3 4 5 6 7 8 9 10 9. How long does it take to get a Quote built and to a prospective customer for negotiation? 0-30 minutes 30-60 minutes 2 hours 3 hours More than 3 hours 10. Do you have field technicians? Yes No 11. (Scale of 1-10) How easy is it to schedule and track your field technicians?1 is we’re not tracking our techs, 5 is I know what you mean, I think we’re okay, and 10 is we’re in constant communication with our tech team 1 2 3 4 5 6 7 8 9 10 This iframe contains the logic required to handle Ajax powered Gravity Forms.
