Table of Contents
Introduction
CRMs are valuable tools for businesses to organize their sales and customers. Just speaking for ourselves, using Teamgate has benefits, including increased revenue, better visibility into accounts, automated tasks, and more. But if your CRM needs to be fixed, it can create challenges for your business. CRM monitoring helps you fix problems before they become apparent. In this article, we’ll show you how to start with MetricFire. To follow along, sign up for a free trial today!
Why Monitoring your CRM is important.
CRM monitoring is crucial because it ensures the platform is functional and secure. Without a functional CRM, communication with your customers and other team members falls to the side. Monitoring your CRM allows you to be in control of your pipeline.
Let's consider a company, TechSales Inc., that relies heavily on a CRM system to manage customer interactions, sales pipelines, and support tickets. Monitoring the CRM environment is crucial for ensuring optimal performance, minimizing downtime, and providing the best user experience. Here's an example of how TechSales Inc. might monitor its CRM environment.
Use Case: Monitoring TechSales Inc.'s CRM Environment
Objectives:
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Monitor the CRM system to ensure it's always available to users.
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Track performance metrics to identify and address bottlenecks.
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Detect and log errors for troubleshooting.
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Analyze user behavior to optimize the CRM system's efficiency.
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Keep an eye on the underlying infrastructure supporting the CRM.
Example Metrics for CRM monitoring
Here are some examples of custom application metrics that could be used for CRM monitoring:
Companyname.crm.emails.sent
Companyname.crm.emails.received
Companyname.crm.sms.sent
Companyname.crm.sms.received
Companyname.crm.phonecalls.taken
Companyname.crm.new-signup
Companyname.crm.new-lead-created
Companyname.crm.new-customer-won
Companyname.crm.new-customer-lost
Companyname.crm.new-demo-booked
Companyname.crm.signup-origin-site.home
Companyname.crm.signup-origin-site.blog
Ways to Send Data to MetricFire
There are several ways to monitor CRM tools. Some platforms can complicate this, but for MetricFire, this is simple. We specialize in custom metrics and application monitoring, so we can work with you whether you have coded your own CRM or use one out of the box!
We have several plugins or add-ons, such as the Heroku add-on and the Telegraf plugin. These two are among the favorites for application monitoring.
Sign up for a free trial from this page to test monitoring Heroku applications. We have an add-on on Heroku Marketplace, but you will get more benefits by using a dedicated plan. To check out how to monitor Heroku applications in greater detail, check out this article.
The most common types of metrics sent to Hosted Graphite include server metrics (from an agent), custom metrics (from within your application code), and integration metrics (from a 3rd party service that we integrate with).
To learn more about collecting server metrics using an agent, please refer to our Agents Guide for a list of easy-to-configure agents with Graphite. Our agents can collect performance statistics from running processes within your servers. We highly recommend Telegraf because of its versatile capabilities and ease of use.
For information on sending custom metrics without an agent, review our Language Guide.
Find out how to send integration metrics from popular PAAS services we integrate with, such as AWS, Azure, GCP, Heroku, and more. Our Add-Ons and Integrations Guide will help you get started!
Conclusion
CRM monitoring is essential for maintaining the functionality and security of your CRM system. Proactively monitoring your CRM environment can ensure optimal performance, minimize downtime, and enhance your business's user experience.
If you are looking for a CRM to streamline sales processes and enhance customer relationships, check out our suggestions for the 5 Best CRM for B2B Sales.
Using MetricFire, you can easily track various custom metrics, ensuring that your CRM operates smoothly. Whether through server, integration, or custom metrics, MetricFire provides the tools and guides to keep your CRM running efficiently. Start your journey towards better CRM monitoring by signing up for a free trial with MetricFire today!
