CRM audit

Are your sales team and customer service reps speaking the same language? Is your marketing message resonating with your audience? Are your product development efforts meeting customer needs? Does the feedback from your CRM inform your strategy?

How you connect with your customers affects your whole company. It has a critical impact on how your business functions work together. It underpins sales, marketing, and customer service efforts. It can provide insights for product development and inform high-level strategies. It is interlaced with your company culture, too.

That’s why a clear view of your customer interactions is crucial to business success. But from a bird’s-eye view of your CRM it’s easy to miss disguised signs of trouble. You might overlook small inconsistencies from which organisation-wide problems can emerge.

Our audit digs deep to provide insights that help you fine-tune your CRM processes and infrastructure to build stronger connections with your prospects, customers, and across your teams.

The goal of our comprehensive CRM audit is to drive meaningful improvements in customer engagement, business performance, and long-term sustainability.

In business, nothing can guarantee a smooth flight, but with the right CRM processes in place, you'll be able to navigate future turbulence more confidently.

During our CRM audit we assess:

→ Lead generation and lead nurturing

→ Customer journey and experience

→ Data quality and analytics

→ Supporting IT infrastructure - CRM system

→ Segmentation and targeting practices

→ Performance measurement practices

→ Cross-functional collaboration and use of CRM insights

→ Legal compliance and ethical data management