CRM Audit
Is your CRM system not delivering the results you expected? Or perhaps you're not quite sure if it's set up correctly to support your business goals. Trust us when we say you're not alone.
Global experts for
Ready to transform the way you use your CRM?
With 43% of CRM users using less than half of their system’s features, businesses struggle to unlock the full potential of their CRM, missing out on opportunities to streamline processes, manage data effectively, and automate tasks. That’s where we come in.
Our CRM Audit Service is designed to help you get the most out of your system. We’ll guide you through the process, identify areas for improvement, and provide clear, actionable insights to ensure your CRM is working as hard as you are. We focus on three key areas to deliver actionable insights.
1
System Setup & Configuration
We’ll review how your CRM is currently configured, ensuring it's structured to support your processes and business objectives. Our goal is to identify any gaps or inefficiencies that may be holding you back.
2
Audit of Existing Data Records
Accurate, well-organised data is the foundation of any effective CRM strategy. We’ll assess the quality, consistency, and completeness of your existing data records, highlighting opportunities for improvement.
3
Optimisation Tips for Automation Workflows
Automation is key to a streamlined CRM experience. We’ll provide expert recommendations on how to enhance your current workflows, helping you save time, reduce manual effort, and improve overall efficiency.
Ready to get started? Contact us today to discuss or schedule a CRM audit.
Testimonials
Hear from our customers
" After supporting us with a CRM migration to a new platform, we reached out again to support us with Maternity cover for our Head of CRM role. They sourced and vetted candidates in good time and have provided us with a level of cover that suits our needs. We are really pleased with the individual we selected to cover the role and it's reassuring to know that we have the backup of their team should we need it. "
