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CRM Doctor

Spot CRM problems before they become pain points

What is CRM Doctor?

Get a free CRM health check and strategic roadmap tailored to your business with Node4. 

CRM Doctor is a free, expert-led diagnostic service from Node4 designed to assess the health, performance, and strategic alignment of your Microsoft Dynamics 365 CRM system. 

Whether you’re experiencing inefficiencies, underutilised features, or simply want a second opinion on your setup, our CRM Doctor Health Check offers a structured, insightful review that helps you get more from your CRM investment. 

This isn’t just a surface-level check. It’s a deep, consultative process that uncovers what’s working, what’s not, and what’s possible. 

 

 

Node4 Approach

How it works in 4 easy steps

The CRM Doctor journey starts with a simple step: book your free session. From there, you’ll receive a 30-minute initial consultation where we get to know your business, your CRM setup, and your goals. Next comes the tailored health check assessment, delivered either onsite or online to suit your team’s needs. Finally, you’ll receive a comprehensive CRM Health Check Analysis, packed with insights, recommendations, and a clear roadmap to help you get the most from your Microsoft Dynamics 365 CRM.

 

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    Book your free session
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    Initial 30 minute consultation
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    Health check assessment
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    CRM health analysis

Microsoft Fabric, Delivered by Node4

As one of the first UK partners to deploy Fabric, Node4 combines deep architectural expertise with fully managed services to help clients:

  • Unify their data estate across silos and systems
  • Accelerate AI-readiness with Copilot integration and actionable analytics
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Download our Annual Mid-Market Report

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What's included

“Mini Day in the Life” Review

Observation

A focused, hands-on session where we observe how your team uses CRM in real scenarios

Analysis

We uncover inefficiencies, user pain points, and missed opportunities in daily workflows

Identification

Ideal for identifying practical improvements with minimal disruption

What's included

Strategic Roadmap

Action

A tailored action plan based on findings from either review

Recommend

Includes quick wins, service recommendations, and long-term strategies

Align

Designed to align CRM improvements with your business objectives

CRM Doctor: The Fix Your System Didn’t Know It Needed

Watch how our experts tackle common CRM pitfalls from rushed rollouts to bloated systems and turn them into strategic wins.

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Who’s It For?

  • Those who are not getting the right support from their current proposition and are looking for a new Managed Service partner
  • Teams who feel their CRM isn’t delivering the value it should
  • Businesses considering a reimplementation or migration and want to validate their direction before making a major investment
  • Organisations that have inherited a CRM setup need clarity on what’s working, what’s not, and what’s possible
  • Technology Leaders who want an independent, expert perspective to support internal decision-making or justify change
  • Anyone who suspects their CRM could be doing more but needs help identifying how
  • Companies operating with disjointed or manual systems lack cohesion and are slowing down productivity 

Why Node4?

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    Free, Focused, and For You

    Our CRM Doctor health checks are completely free with no hidden costs, no sales agenda. We’re here to help you get the most from your CRM.

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    “Ask Anything” Service

    We offer open, honest advice with no pressure. Whether you need a second opinion, technical clarity, or strategic direction, our experts are here to answer your questions.

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    Free Training & Support

    As part of our commitment to your success, we provide free burst training, minor modifications, and dedicated training days to help your team stay confident and capable.

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    Knowledge Centre & Ultimate Guide

    Gain access to our exclusive Knowledge Centre and the Ultimate Guide packed with insights, best practices, and resources to help you make informed CRM decisions.

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    Community & Engagement

    Join our Annual User Day and other customer engagement events to connect with peers, share experiences, and stay ahead of what’s next in CRM.

Speak to a specialist

Contact us to uncover hidden issues, streamline processes and turn your CRM into a real performance driver.

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