Finding any potential problems or areas for improvement and making recommendations for improving the system's functionality are the goals of a CRM health check. A Salesforce consultant will review the data, automations, integrations, and user adoption to guarantee the CRM system is running smoothly.
Ideally, a full CRM health check should be yearly, and more frequently if is a complicated setup or the business has gone through a restructure. In addition to the thorough health check, it is recommended to perform regular smaller checks and audits to ensure the system is performing at its peak.
