The design and implementation of the CRM solution, as well as the environment in which it is hosted, play a significant role in ensuring your CRM runs smoothly. The CRM health check provides various point breakdowns to reveal any issues you may be experiencing with your CRM systems, such as technical configuration, design issues, user set-up, improper data format, or integration problems that are keeping you from achieving optimal performance.
Furthermore, CRM health check assists in finding the best solution to fix such issues especially when you are having a specific pain point. The detailed health check report also highlights any newly released system functionality that can assist your business processes better. It includes best practices and recommendations on how improvements can be made to the CRM system.
Well, in this article, we will be talking about the CRM system health check and audit and the best practices to follow while performing CRM health checks. Let’s dive in!

What is a CRM Health Check?
It is an important aspect of the database health check used to make a series of observations about various aspects of a client's marketing automation tool and CRM system. It keeps a note of what it sees provides metrics and suggests improvements or cleanup based on the observations attained during the CRM health check.
In this case, bad data can be removed, duplication eliminated, clean data can be added to enrich contact information, or inaccuracies can be corrected. Being CRM experts, we perform a data cleaning process, to ensure that our services provide the most value to them before beginning our work with our customers.
Now that you have understood what a CRM health check is and what it does, let's discuss why a database health check is important, how to perform it, and why and when you need to perform it.
The Importance of CRM Health Check
Every business lives and dies by its customers, so investing in them is the same as investing in your company. CRM systems became increasingly popular due to this reason. Increasingly, brands are realizing how important it is to stay connected to the people who make their businesses go.
The users of your service or your products go beyond those who buy them. Any person who comes into contact with your company, whether they are suppliers, buyers, or anyone else. The ability to manage customer relationships is a critical part of growing a business, so investing in CRM is an excellent way to do so.
If you perform a health check on your CRM, you can tell if it is meeting its goals. A detailed health check will tell you whether the CRM is meeting its goals or not. With their help, you can find out what is successful and which elements need improvement.
CRM Health Check: Best Practices
In the end, though, your CRM database health check and proper data management are time-consuming tasks, especially as your customer list grows, but they're equally imperative for a successful marketing campaign and ultimately the success of your business.
You can break down your customer data into several pieces to make the process a little more digestible and reduce the amount of time needed for its cleaning. Here are the best practices to perform CRM health checks even more successfully.
To Standardize Data Format
The database health checks normally find this issue the most frequently when you have data coming from different sources, formatting will naturally be different. The most common ones are names, contact numbers, and email addresses. You might also see extra spaces or characters that increase bounce rates and reduce data integrity.
In either case, it’s essential to correct these issues to keep good data. While these issues won’t necessarily kill a deal, allowing a name without capitalization reflects poorly on your marketing team.
Having poor data, however, can be a real issue. For instance, emails that do not have spaces and are not formatted correctly. These issues are likely to result in bounced emails, wasting both your time and your domain's resources.
The best way to ensure that the data over time is accurate is to develop a standard upfront that specifies how each field should be populated.
Automate tasks as much as possible
The most significant advantage of CRM software instead of spreadsheets is the ability to automate tasks to create a solid customer experience. Custom workflows ensure that tasks are completed, which enables sales teams to stay on track by encouraging task completion, instead of having to enter data manually.
Sales teams are often burdened with data entry, which takes up to 34% of their workday. To make it more helpful to them and deliver the best customer service more efficiently, it is best to configure your CRM system to quickly present the information to them.
CRMs often import business descriptions from the web, use email footers to scrape contact information, auto-populate social profiles with data, and much more.
Excluding Duplicates and Bad Contacts
Once the data has been cleaned, it's time to clean unnecessary records and fields that will reduce data bloat and storage costs. Not sure what to remove?
Here's what we'll start with:
Remove Unsubscribed Contacts
As far as continuing to contact someone who unsubscribes from your list is concerned, it's illegal. Think of it this way: You're paying them to remain in your contacts even though they aren't interested in your services or products.
Remove Bounced Contacts
In addition to being pointless, you'll be hurting your reputation with email providers if your bounce rate is high. This goes for both email addresses and contact numbers.
Merge duplicate leads & and fields
This is another significant issue. Removing duplicate contacts can cause numerous issues, particularly if their data differs considerably from that of their counterpart. You would not want to risk users accidentally adding notes to an incorrect duplicate.
Similarly, there is no reason for duplicate fields. You only end up wasting space and creating a cluttered look.
When & and Why to Get a CRM Health Check
If you don’t know how to perform a health check on your CRM management systems and often fail to do so, all of this will be undermined. A CRM system like Salesforce shows commitment to your business and a keen desire to understand better the relationships that keep it alive.
With the internet, everything moves fast, and a CRM system like Salesforce is not exempt from this. Just like your industry trends, you need to keep up with CRM system maintenance as well. There may not be any obvious issues with the health of your CRM system at first.
You may have been using the same training program for some time, with no problems. The fact that everything appears to be working correctly does not mean that everything is. Security settings, session settings, rights reserved, and the like can harbor problems without obvious signs.
You may not even be facing a serious issue. Instead, you may just be overlooking the possibility of maximizing your CRM program to match the stage that your business has reached. You might not have even considered many options without the help of proper CRM health checks. And that’s where you need a CRM health check to properly diagnose your system in terms of performance and optimization.
The Bottom Line
Thus, it is crucial to streamline your daily workflows in one place and employ CRM best practices to make sure your CRM system is easy to use and adaptable to the needs of the current and future needs of your business. If you are looking to check your CRM system health like how well it is aligned with your business objectives and goals, speak to CRM experts today.