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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 1-10, 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
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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
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4. On a 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
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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. On a scale of 1-10, how easily can you access and restore your backup data if necessary?
1 being we have access to backup data?, 5 is our backup data is in a bunch of zip files and finding what we need is like finding a needle in a haystack, 10 is we run a nightly backup to an easily searchable database and can restore data in no time
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8. On a 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
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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. On a 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
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