CRM System Audit

We often encounter complaints that the CRM installed in your company does not work. They say that we were sold a license, but nothing was configured, business processes don’t work, reports are not collected, and in general the program doesn’t function as it should.

Our answer: most likely, you do not use the system correctly or unscrupulous contractors did not give you its complex integration. That is why our company audits your CRM system, which in fact should systematize the work of the enterprise, but at the moment does not help at all.

If you have suspicions in low efficiency of CRM – order from us check the correctness of its work and settings.

Fast and honest analytics of the system reveals all major problems and allows quickly solve them. And after the audit we will advise on how to further effectively develop your CRM system.

What is a CRM audit?

Like any other audit – it is an inspection and consultation. But our staff doesn’t just analyze the bugs in the system,
But also how you use it. Most often, difficulties with CRM arise for two reasons: incorrect system settings at the start,
And poor training on how to use the product.

Our approach identifies:

A pile of unnecessary modules or fields that are not needed for the company's work and mislead users

Unconfigured business processes, lack of integration with the main sources of communication

Incorrect or incomplete integration in general or with individual systems required by the customer

Inconsistency of databases and information content with the subject matter of the enterprise

Reluctance of employees to use the CRM system due to banal fear and ignorance of interfaces, and in rare cases - even direct sabotage due to unwillingness to provide transparent reporting on their activities

Incorrectly configured server for the correct operation of the boxed system

Why a CRM audit is needed

We mainly evaluate how the program is used and whether it corresponds to its original functionality and integration goals. A lot of difficulties can be caused by incorrect program operation
or interaction with only a limited amount of functionality. Conducting an audit reveals the cause of any problem.
And depending on this, we give recommendations to correct the situation.

How CRM systems are analysed by specialists 4Limes

Everything starts with a detailed study of your business: the direction of the company, methodology and work processes, the structure of the company, discussion of the main objectives that the CRM system should solve. One meeting may be enough for this. After finding out details about the company, and your feedback on what you do not work, our experts begin to analyze directly your CRM, namely can study: