Short answer
A CRM health check is an assessment of a Salesforce or HubSpot system's configuration, data quality, security, automation, adoption and integrations, ending in a scored report and prioritized recommendations. It is a common first step before optimization or a managed services engagement.
CRM Health Check explained
A health check typically combines automated scans, such as Salesforce Optimizer and metadata analysis, with interviews and a review of key processes. It identifies technical debt, unused or conflicting automation, duplicate and incomplete data, access risks and gaps in adoption. Recommendations are ranked by impact and effort.
Running one every year or two keeps a growing CRM from drifting out of shape.
How Vantage Point helps: we run CRM health checks for Salesforce and HubSpot and turn the findings into a practical improvement plan.
Frequently asked questions
How long does a CRM health check take?
Usually two to four weeks, depending on the size of the system and the number of stakeholders.
What does a health check look at?
Configuration, automation, data quality, security and access, integrations, reporting and user adoption.