Customer Relationship Management Health Check

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1. a ) I feel CRM (Customer Relationship Management) is working in my organisation / department?

Please choose one of the following:

Yes

Yes, but we're facing specific challenges

Yes, but it could be better

No, but we are interested in changing that

Definitely not

1. b ) Why?

Please choose one of the following:

Departments are fully integrated and share data well

Departments work in 'silos' and data in each department doesn't 'talk' to each other

Reporting on engagement is good

Reporting on engagement is poor or non-existent

We are launching a new programme / venue and therefore have new requirements

Other (please describe on next page)

You chose 'Other'

Please describe why:

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2 ) I feel confident in how we collect data and understand and follow rules such as GDPR, PECR etc?

Please choose one of the following:

I understand the rules really well and feel we're following them perfectly

We have a data policy, but I'm not sure what that means in practice

We've got some things in place, but I am not totally confident

We've done what our marketing consultant / web developer advised, but don't have a great understanding

HELP! What is GDPR and PECR?

3 ) I feel that our software (eg ticketing, CRM, memberships, POS, Fundraising etc) is helping us achieve our organisation’s goals?

Please choose one of the following:

Our software is a strategic resource that senior management are motivated to invest in

Our software is useful within our department, but doesn't really contribute or link together more widely

Functionally our software meets our needs but we sometimes feel constrained by it

We don't have a strong understanding of how to use our software or what it contributes

Our software is holding us back and stopping us being the organisation we want to be

4 ) When we interact with our visitors or audience, I feel who we are and what we stand for shines through everything we do (e.g. letters, website, emails, marketing, advertising)

Please choose one of the following:

Yes - we've a strong vision which is clear from every interaction

Mostly - much of what we do feels "on message" but there's a few areas we'd like to improve

Maybe - we've got a strong visual identity, but that doesn't really translate to personalising interactions or the message

Maybe - we try, but we're held back by the tools and processes we use

No - our interaction is quite generic

Our customers often complain about our:

Please choose any of the following:

Information we provide them

Service by phone

Service face-to-face

Continue

Thank you for completing the CRM Healthcheck Quiz

If you answered mostly Yes or positively then you most likely have everything in hand. If not and if you'd like some more detailed feedback I'd like to invite you to book a 30 minute chat with me. Just click on the link below.

Book a chat

Customer Relationship Management Health Check

1. a ) I feel CRM (Customer Relationship Management) is working in my organisation / department?

1. b ) Why?

You chose 'Other'

2 ) I feel confident in how we collect data and understand and follow rules such as GDPR, PECR etc?

3 ) I feel that our software (eg ticketing, CRM, memberships, POS, Fundraising etc) is helping us achieve our organisation’s goals?

4 ) When we interact with our visitors or audience, I feel who we are and what we stand for shines through everything we do (e.g. letters, website, emails, marketing, advertising)

Our customers often complain about our:

Thank you for completing the CRM Healthcheck Quiz

Thank you!