Key Takeaways
Managed Services — Quick Summary
- 1Data Health
- 2Adoption Health
- 3Performance Health
- 4Security Health
- 5Integration Health
Deep Dive
Support Governance Flow
Intake
Request capture
Triage
Classify & route
Prioritize
Rank by impact
Resolve
Fix or configure
Validate
User confirmation
Document
Update knowledge base
Improve
Optimize continuously
Why CRM Health Checks Matter
CRM systems degrade over time. Data gets stale, users lose enthusiasm, integrations break silently, and performance slows. A regular health check identifies issues before they become crises and ensures your CRM continues to deliver value.
Health Check Dimensions
Data Health
- Completeness score by object
- Duplicate record count
- Data accuracy spot-check
- Stale record identification
- Custom field usage analysis
Adoption Health
- Daily/weekly active users
- Records created per user
- Activities logged per user
- Feature utilization rates
- Mobile adoption percentage
Performance Health
- Page load times
- Report generation speed
- Search response times
- Integration sync lag
- Automation execution times
Security Health
- User permission audit
- Inactive user identification
- Password policy compliance
- Data access logging review
- API security review
Integration Health
- Integration success rates
- Error counts and trends
- Data sync lag times
- API endpoint availability
Health Check Scoring
Score each dimension 0-100 and create overall CRM health score:
| Score | Status | Action |
|---|---|---|
| 90-100 | Excellent | Maintenance only |
| 70-89 | Good | Minor improvements |
| 50-69 | Fair | Planned improvements |
| Below 50 | Poor | Urgent intervention |
How AavishkarIT Helps
We provide comprehensive CRM health checks as part of Managed Excellence and as standalone assessments. Our health checks cover all dimensions and provide prioritized improvement recommendations.
Downloadable Resources
Free templates and guides