CRM health check
We’re reviewing your current CRM: what’s holding your team back, why the numbers can’t be trusted, and what changes will restore the system’s value for sales and management
Where clients and data get lost
The owner verifies deals by phone, not trusting the data
The report shows one figure while actual revenue is different
The team keeps side notes because the CRM feels clunky
Licenses are paid while the business gets no value
What changes
After the check it is clear why the numbers cannot be trusted and what specifically to do about it
Today
- The CRM is clogged with duplicates and stale leads
- Key fields are left blank or filled with bad data
- Pipeline stages do not reflect the actual sales cycle
- Leadership cannot trust system reports and figures
CRM health check
After the audit
- An audit report on CRM data quality and architecture
- Prioritized action list to fix critical vulnerabilities
- Executive dashboard displays reliable numbers
- Clear rules for CRM discipline are established
Indicative cost
Pricing guidance for budget planning
CRM health checkWe audit configuration flaws, duplicates and reporting discrepancies, delivering a focused list of fixes
We’re reviewing your current CRM: what’s holding your team back, why the numbers can’t be trusted, and what changes will restore the system’s value for sales and management
When this service is needed
Your CRM contains duplicates, outdated leads, empty fields, strange statuses, and confusing reports
What you receive
- Assessment of the CRM structure, data quality, and the team’s actual performance within the system
- List of critical risks and a prioritized plan for addressing them
- Analytics and reports overview, and a dashboard for executives
- CRM best practices, team training, and recommendations for ongoing support
- Who it suits
- Companies that have already implemented CRM
- Next step
- Based on the review, we define CRM improvement priorities and the next steps
Monthly support is available afterward if needed
Learn more →Discuss your taskWhat you receive
Review of CRM structure, data quality and team usage
Critical risks and a prioritized plan to address them
Analytics and reports review, plus an executive dashboard
CRM best practices, training and ongoing support advice
How this runs through our methodology
- Request & Business ContextWe capture the business objective, the expected result, the systems in use and the starting context
- Discovery & AssessmentWe analyse the process, the data, the constraints and the risks, and establish a baseline
- Design & PrioritizationWe design the target process, the solution architecture, the priorities and the plan of work
- Build & ImplementationWe build, integrate, configure and test the solution
- Launch, Training & HandoverWe launch the solution, train the team and hand it over into daily use
- Support, Measurement & EvolutionWe stabilise the solution, measure the result and develop it further over time
The package for this direction
Business analysis and technical specifications, along with CRM integration and setup
CRM Integration & Setup
There is no CRM yet; it needs to be relaunched, or the current system isn’t helping the team sell and manage
- CRM selection and design
- Turnkey CRM implementation
In the packageapproximately $1 400
- Separately
- approximately $1 500
- You save
- approximately $100
Indicative price. The final cost is calculated individually after a short diagnostic and depends on the scope, process complexity, data readiness, number of integrations and support format.
Frequently asked questions
Short answers to the questions that clarify how working together actually works