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.
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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.
System Setup & Configuration
Step 1 is review how your CRM or ESP 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.
Deep-dive into the Data
Accurate, well-organised data is the foundation of any effective CRM strategy. As step 2, we’ll assess the quality, consistency, and completeness of your existing data records, highlighting opportunities for improvement.
Campaigns and Automations
During step 3 we’ll provide expert recommendations on how to enhance your current automation workflows and campaigns, helping you save time, reduce manual effort, and improve overall efficiency and commercial ROI.
Strategic Direction
Step 4 will focus on overall strategic direction to deliver a robust plan to improve CRM both operationally and commercially. This document will provide significant value regardless of whether you partner with us.
