CRM Audit

is an analysis of how your CRM is performing.

Most businesses use only 25% of their CRM functionality. We understand what parts of you could use to run the business process more efficiently and make recommendations to save you money and get a better return on your investment in your CRM. 

Our recommendations have been found to improve a company’s ability to target, develop and also maintain long-term profitable relationships with their customers.

A basic  CRM Audit will take into consideration the followings:

• Installation, Architecture & Performance
• Data Capture & Usage
• User Knowledge
• Reporting & Analytics
• Disaster Recovery & Security