CRM systems are run by databases. If you have yet to get a system installed, this audit will benefit you in identifying the areas you can and can’t access in your customer interactions.

If you have a system already, this audit will identify the gaps and build greater understanding amongst the staff who need to use the data for analytical or marketing purposes.

Whether you have a customer database of ten or ten million, you will need to store your customer information. The simple solution is a contact database which needn’t be too expensive, and can be a simple as a business card file or box.

The CRM Audit Solution™

We use the audit developed originally developed by our sister company – Jack Marketing Solutions™ – that has over 19 years experience identifying, defining and building all sizes of Customer Relationship Marketing or CRM systems to suit your requirements.

To identify your needs you can employ us to audit your database requirements and to define the customer relationship and communications channels. The CRM Audit™ Solution involves:

  • Customer data evaluation.
  • Relationship strategy evaluation.
  • Direct communications evaluation.
  • Data privacy evaluation.
  • Company skills evaluation.

CRM – Key Benefits

  • Better targeting for marketing messages to the individual customer.
  • Consistency in marketing communications.
  • Increased customer interaction.
  • Financial benefits from increasing the opt-in and trading the names.

CRM Audit service

Using the CRM Audit™ Solution, we can offer you a comprehensive service. CRM Audit is the only company with the rights to use this audit, and can undertake this work for you, and help you define your requirements and develop a brief.

Glossary: Consistency, Contact Database, CRM Requirements Brief, Customer Communications, Customer Data Evaluation, Customer Interaction, Customer Relationship Management (CRM), Data Privacy Evaluation, Database Requirements, Database Trading, Direct Communications, Financial Forecasting, Gap Analysis, Information Storage, Marketing Targeting, Opt-in Marketing, Relationship Strategy, Skills Evaluation.