CRM Health Check: 1-Wk Assessment

Armanino LLP

Our award-winning Dynamics 365 experts evaluate your CRM system to identify gaps versus your objectives, and help you increase usability, eliminate manual processes, and enable scalability.

Many companies have CRM environments that do not meet their needs, often because the software is not integrated with the rest of the technology ecosystem or doesn’t support the unique requirements of their industry and business.

Armanino’s team of seasoned consultants uses our proven methodology to understand your current state, document your business needs and desired future state and develop recommendations to ensure your CRM platform helps you achieve those goals.

Our CRM Health Check includes a rapid but thorough assessment, taking up to 40 hours to evaluate the current condition of your CRM system or specific needs and requirements for a new CRM solution. This includes stakeholder interviews, analysis of current strategy and processes, and evaluation of current systems or technology.


A report with findings that organizations can leverage CRM to improve productivity, enable collaboration, and gain insight and control across business processes including:

  • Sales force automation
  • Marketing and marketing automation
  • Customer service and call center
  • Field service
  • Social media sentiment analytics
  • Enterprise social collaboration
  • Mobility and mobile application support
  • Technology ecosystem integration

Why Choose Armanino?

As your business expands and evolves and complexity increases, streamlining and improving your CRM system and processes is a valuable way to prepare for future growth. Armanino’s Strategy and Transformation consulting services are grounded in years of hands-on experience. We empower your organization to deliver the kind of customer experiences that grow revenue, loyalty, and your bottom line.

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