Is Your CRM Delivering Commercial Value?
Most CRM systems contain hidden issues affecting sales productivity, reporting accuracy, customer experience and growth.
Our independent CRM Audit identifies the gaps, risks and opportunities preventing your CRM from delivering its full potential.
Data Quality
Process Efficiency
User Adoption
Reporting & Insight
Integration & Automation
Commercial Performance
Most CRM systems contain hidden issues affecting sales productivity, customer experience, reporting accuracy and growth.
Our independent CRM Audit identifies the gaps, risks and opportunities preventing your CRM from delivering its full potential.
CRM Audit™ was founded by Thom Poole, an international commercial and marketing leader with more than three decades of experience helping organisations improve customer acquisition, retention, reporting and commercial performance.
Having worked with organisations ranging from SMEs to global enterprises, Thom specialises in identifying the structural, process and technology issues that prevent CRM systems from delivering measurable business value.
The focus is simple:
Ensuring your CRM becomes a commercial asset rather than an administrative burden.
CRM Snapshot Audit
Ideal for SMEs.
Includes:
- Data review
- Process review
- User adoption review
- Executive summary
Price Guide – £495–£995
CRM Performance Audit
Core service.
Includes:
- Stakeholder interviews
- Workflow review
- Reporting review
- Data quality review
- Adoption review
- Roadmap
Price Guide – £2,500–£7,500
CRM Transformation Review
Enterprise-level.
Includes:
- Commercial architecture
- CRM ecosystem review
- Governance
- Technology integration
- 1Performance measurement
POA
The CRM360™ Audit Framework
Assessing:
Strategy
Does CRM support business objectives?
Process
Do workflows support customer journeys?
Data
Can management trust the information?
Technology
Is the platform configured correctly?
People
Are users actively engaged?
Insight
Are decisions driven by meaningful reporting?
Selected Outcomes
International Manufacturing Group
CRM redesign supporting 32% productivity improvement.
Global Digital Platform
Commercial data architecture supporting multi-million-pound media revenues.
Enterprise Transformation Programme
CRM and customer interaction redesign across multiple European markets.
Are you ready to discuss how a CRM system can transform your business? Our audit will identify the best solution for you. We can provide you with a RFQ, training brief, or a comparison between the system you have, and the one you should have. Just contact us for more information.