Just as every business itself does, every CRM system needs continuous evaluation and enhancement. As your business changes, so must your CRM system. And as the competitive business environment gets steadily more intense, your CRM must evolve and improve to maintain and advance your competitive standing in your industry.
Until the CRM system achieves a high level of internal user satisfaction, it should be reviewed at least once every business quarter for usability improvements, and any potential extensions to automate additional business processes.
Once the system is popular internally, it should be reviewed at least once every six months for potential improvements and enhancements. In particular, opportunities should be sought for more advanced methods (typically involving external connectivity) of improving your customer relationships and satisfaction, such as customer self-service portals, automated website lead collection, automated client emails advising...