Beyond the Checkup: A Holistic Approach to CRM Health

Beyond the Checkup: A Holistic Approach to CRM Health

Every doctor learns one simple truth in med school: health isn’t just the absence of disease, it’s the balanced functioning of body, mind and spirit. Yet most CRM “health checks” sold by big vendors lean more like one‐sided screenings—spotting only what they built.

Let’s break it down:

1. Medical Checkup vs. CRM Vendor Health Check

• Doctor’s Exam:

  • Looks for underlying issues and assesses overall well‐being

  • Balances lab results, lifestyle, nutrition, mental health

  • Prescribes a personalized care plan

• Salesforce‐style Checkup (Vendor):

  • Scans for platform misconfigurations or adoption gaps

  • Recommends vendor-driven features and add-ons

  • Often misses org-specific challenges in people, process, data

2. Why “One-Size-Fits-All” Falls Short

Vendors know their own toolbox—and they’ll happily sell you more of it. But:

• You may already be over-automated in some areas

• Critical gaps in change management or data quality go unnoticed

• You end up chasing feature checklists instead of real ROI

3. A True CRM “Health Score”

Think human health: you need to assess three domains to get the full picture:

A balanced score across these domains tells you where to focus—not just which buttons to push.

4. Putting It into Practice

1. Map your “symptoms.” Conduct quick surveys or interviews in each domain.

2. Score & compare. Identify strong vs. weak areas.

3. Build a care plan. Prioritize fixes that boost customer impact, streamline ops, and shore up data/dev.

4. Review regularly. Just like annual physicals, schedule quarterly CRM health reviews—ideally led by your CoE.

Conclusion
Stop treating your CRM like a vendor’s showpiece. Aim for holistic health—where strategy, people, process and data all thrive together. Your CRM CoE isn’t just a check-the-box exercise; it’s the “wellness clinic” that keeps your business vital.

Ready for a true CRM health makeover? Let’s chat!