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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