Getting more from what you know about people
A CRM audit checks what your CRM knows about the people you deal with, how far you can trust it and how your teams use it. It shows where the data lets you down and how the system could do more for your marketing.
How your CRM is set up, what data it holds and how clean that data is: incomplete records, duplicates and fields nobody fills in. We also look at how your teams use it day to day, which can be quite different from how it was set up to be used.
We review the configuration and sample the data. Then we sit with the people who use the system: sales, marketing and whoever handles enquiries. Watching someone work around the CRM tells us more than a field report does.
We note which manual processes could be automated and where the CRM could support your marketing better. The findings go into your maturity assessment and lead into digital strategy.
Your audit findings brought together, scored and prioritised
FeedsWhere you need to go
Tell us which parts of your organisation you want a clear view of, and we will suggest the audits that fit.