Your CRM is an investment. Is it delivering the returns?
Get a complimentary CRM Health Check from Neutrino Advisory's certified CRM experts. In three short calls, we'll show you where your setup is holding your teams back and where it could do more.
- Free
- No cost, no obligation
- 3 calls
- 15, 60 & 30 minutes
- 1 hr 45 min
- Total time from your side
- Certified HubSpot partner
- Certified Salesforce partner
How it works
Three calls. 1 hour 45 minutes in total.
From first conversation to clear recommendations, scheduled at times that suit you. It's complimentary, and there's no obligation to work with us afterwards.
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Discovery call
A short conversation to understand your business, your teams and what you need your CRM to do. You tell us what's working and what isn't.
You getA focused scope for the review, so the next session goes straight to what matters most to you.
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Setup review
Our certified experts walk through your CRM setup with you, covering pipeline visibility, workflows, automation, feature adoption and reporting.
You getAn expert view of how your CRM is set up and how your teams actually use it day to day.
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Recommendations
We share what we found: the gaps limiting your CRM's impact, where automation could save your teams time, and how to better align the platform with your goals.
You getPrioritised recommendations you can act on, with or without us.
No cost. No obligation.
The health check is complimentary. Act on the recommendations yourself, with your in-house team, or with us. It's entirely your call.
What you get
What you'll walk away with
A complimentary review focused on getting more value from the CRM you already have.
Gaps identified
We pinpoint the gaps in your CRM setup that are limiting its impact.
Automation opportunities
We uncover where automation and optimisation could save your teams time.
Alignment with your goals
We explore how to better align your platform with your business objectives.
Clearer insights
You know where your CRM stands and where it could deliver greater value.
30-second self-check
Does any of this sound familiar?
Disconnected workflows, underutilised features and unreliable reporting quietly limit what your CRM can do. Tick everything that applies to your business.
Tick any that sound familiar to see where you stand.
Book your discovery callYour answers are saved and carried into the booking form, so our team knows your pain points before the discovery call.
Certified CRM expertise
Neutrino Advisory is a certified partner for both HubSpot and Salesforce. That depth of CRM expertise goes into every health check, whichever CRM your business uses.
Certified HubSpot partner
Certified Salesforce partner
FAQs
CRM Health Check: your questions answered
Everything you need to know about Neutrino Advisory's complimentary CRM Health Check.
Email hello@neutrinoadvisory.com, or ask us directly on your discovery call.
Book your discovery callWhat is a CRM Health Check?
A CRM Health Check is a complimentary review of your CRM setup by Neutrino Advisory's certified CRM experts. Over three short calls, we assess five areas: pipeline visibility, workflows, feature adoption, automation and reporting.
You then get prioritised recommendations to help your CRM deliver more value for your business.
Is the Neutrino Advisory CRM Health Check free?
Yes. The CRM Health Check is completely free and comes with no obligation. You can act on the recommendations yourself, with your in-house team, or with Neutrino Advisory. It's entirely your choice.
How long does a CRM Health Check take?
The CRM Health Check takes about 1 hour 45 minutes of your time, spread across three calls: a 15-minute discovery call, a 60-minute setup review and a 30-minute recommendations session. Each call is scheduled at a time that suits you.
What does a CRM Health Check include?
Neutrino Advisory's CRM Health Check includes a discovery call, a hands-on review of your CRM setup, and a recommendations session. By the end, you'll know:
- the gaps limiting your CRM's impact
- where automation and optimisation could save your teams time
- how to better align your CRM with your business objectives
Does the CRM Health Check work with my CRM?
Yes. The CRM Health Check works with whichever CRM your business uses, including HubSpot, Salesforce, Zoho and Microsoft Dynamics 365. Neutrino Advisory is also a certified HubSpot and Salesforce partner.
How do I know if my CRM needs a health check?
Your CRM likely needs a health check if your teams work around it rather than through it. Common signs include teams keeping their own spreadsheets, leadership not trusting the pipeline report, paying for unused licences, manual lead handoffs, duplicate records, and monthly reports that take hours to pull together.
Try our 30-second self-check to see where you stand.
Who should attend the CRM Health Check calls?
The person who knows your CRM best should attend, such as your CRM admin or a sales or marketing operations lead. It also helps to have a decision-maker join the final recommendations call.
What happens after I book a CRM Health Check?
After you submit the form, the Neutrino Advisory team will get in touch to schedule your 15-minute discovery call. From there, we book your 60-minute setup review and 30-minute recommendations session together.
Start with a 15-minute discovery call
Share a few details and our team will get in touch to schedule it. Here's what follows:
- Discovery call15 min
- Setup review60 min
- Recommendations30 min
Complimentary, with no obligation
Led by certified CRM experts
Tell us about your CRM
Takes under a minute.
These are sent with your request, so your discovery call starts with what matters to you.
Take the 30-second self-check so we know your pain points before the call. Optional, but it makes the discovery call more useful.