CRM Health Check: Unlocking Salesforce Performance
August 22, 2024
In this enlightening webinar, we’ll explore why conducting periodic health assessments for your customer relationship management (CRM) system is crucial. Join us as we unravel the hidden gems of maintaining a healthy CRM and discover actionable steps to help identify potential issues before they escalate. Learn more about the “why” and “how” for performing a Salesforce CRM health check, equipping you with the knowledge to unlock enhanced functionality.
Learning Objectives
Upon completion of this program, participants will be able to:
- Define how to set key performance indicators related to data quality, modifications, customization, and integrations.
- Identify how to review your CRM system’s configuration, including what’s “core” and what’s customized.
- Discuss how to perform a data audit, assessing data quality, duplicate records, missing information, and inconsistencies.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of StudyWho's This For
Business professionals; CRM users and admins; sales and marketing teams.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Computer Software and Applications
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenters
Kristin Voelz, Caleb Zautner