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 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
  • Think in terms of relationship value; does your CRM allow you to naturally cultivate and communicate with your greatest assets… your customers?
  • 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
  • 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
  • (or are you building everything in Production?)
  • 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
  • 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
  • 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