Free CRM Health Check
Assess your Salesforce or HubSpot instance in 5 minutes. Get immediate recommendations.
Data Quality(25% weight)
Do you have duplicate records in your CRM?
Are contact fields consistently populated?
Is your data accurate and up-to-date?
Do you have data validation rules in place?
Are historical records being properly maintained?
User Adoption(25% weight)
Do users log in to the CRM daily?
Are users entering data consistently?
Have users received adequate training?
Is there executive sponsorship for CRM usage?
Do you track adoption metrics?
Process Automation(20% weight)
Are manual processes automated where possible?
Do you use workflows or automation rules?
Are email templates being utilized?
Is reporting automated?
Security & Compliance(15% weight)
Is 2FA enabled for all users?
Are permissions properly configured?
Do you have audit logs enabled?
Is client data encrypted?
Integration Health(15% weight)
Are all integrations functioning properly?
Do you monitor integration errors?
Are integration logs reviewed regularly?