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CRM Audit™

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Independent CRM audits that identify the data, process, adoption, reporting and commercial performance issues limiting the value of your CRM system.

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Book a CRM Audit
Take the CRM Health Check

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Why Organisations Commission a CRM Audit

Most CRM systems evolve over time.

Data quality deteriorates.
Processes become inconsistent.
Users create workarounds.
Reporting becomes unreliable.
Integrations fail.

The result is a system that consumes time, creates frustration and limits commercial performance.

A CRM Audit provides an independent assessment of how effectively your CRM supports sales, marketing, customer service and business growth.

Signs You Need A CRM Audit

Data Quality Issues

Duplicate records, missing information and inconsistent customer data.

Poor User Adoption

Teams avoid using the CRM or maintain shadow spreadsheets.

Reporting Concerns

Management reports cannot be trusted.

Process Inefficiencies

Manual workarounds and duplicated effort.

Integration Problems

Disconnected systems and fragmented customer information.

Limited Commercial Insight

Difficulty identifying opportunities, trends and customer value.

The CRM360™ Audit Framework

Data Quality

Can you trust your customer data?

Process Efficiency

Do workflows support business objectives?

People icon

User Adoption

Are people using the system effectively?

Reporting & Insight

Can management make informed decisions?

Chain links

Integration & Automation

Do systems work together?

Commercial Performance

Is CRM contributing to growth?

Typical Audit Findings

Examples:

  • Duplicate customer records
  • Missing customer information
  • Low user adoption
  • Reporting inconsistencies
  • Inefficient workflows
  • Poor system integration
  • Lack of ownership
  • Limited visibility of customer value

What We Review

Strategy

Processes

Data

Technology

Governance

Skills & Capability

Reporting

Customer Journeys

Deliverables

Following the audit you receive:

  • Executive summary
    A concise overview of findings and recommendations.
  • Key findings report
    Detailed analysis of identified issues.
  • Risk assessment
    Areas of concern ranked by business impact.
  • Prioritised recommendations
    Recommended actions ranked by urgency and value.
  • Quick wins
    Changes that can be implemented immediately.
  • Improvement roadmap
    Structured plan for longer-term optimisation.

Ready To Understand The Real Health Of Your CRM?

Schedule Your CRM Audit

Book a confidential CRM Audit consultation.