Vigilus LLC - VMobile CRM , Website Visitor Tracking, Social, Web, Mobile, Hosting, Outlook, IBM Notes, Analytics, Mobile CRM, Mergedanalytics

Once your CRM application has been deployed, there is, as with all automated systems, the on-going challenge to ensure data security, data quality and consistency as well as database performance.

During our installation health checks we review...

• Reporting - Garbage in Garbage out.  Is data being entered in a uniform way?
  

• Doc counts Vs DB size - Does the ratio make sense?  An application can grow in size do other factors then just the amount of Contacts in the system.  Maybe there are many attachments for example.
  

• Access Control settings -  Do your users have the correct rights to the system?
  

• User Docs settings - Are your users configured correctly so they can use the system in the way they need to?
  

• Preferences settings - Is the application configured as a whole correctly?  Are the proper db settings in place?
  

• Stored searches – Are the same searches being created and stored or are your users leveraging each others work?
  

• Identify “work-arounds” - Do you think you are using the system correctly?  Maybe your users think they are but are not.  
  

• Broadcast Emails and other Mass mailing templates -  Are there old templates that can be removed?  
  

• Pop-ups – Is your solution configured so that users can select Pop ups instead of keying in their own values?
  

• Required and Preffered fields - programatically set rules on specific fields that need to be filled out before a user is allowed to SAVE/Exit a form in the system
  

• EMAIL and Calendar settings - does your organization use Notes Db's but use OUTLOOK for Email and Calendar? Make sure the VMobile email settings reflect whether your are on Notes or Outlook email and calendar