Free CRM audit
Building a CRM system is like building a house, so if you want to avoid a system with more extensions than a 1950’s house – register for a free CRM audit to align your CRM strategy with your strategic plan!
Have ever thought…
- Our subscription costs are so high
- Surely we can automate more processes
- We don’t get enough reporting for what we need
- Our data is not as clean as it needs to be
- It is complex to make changes & updates to our CRM
- Our customer retention rates could be better.
Then it’s time to get a free CRM Audit from The CRM Team and start maximising the ROI from your CRM investment.
What is a CRM audit?
A CRM audit allows you to review how effective your CRM is at supporting your customer processes, including marketing, sales, customer service and post-sales retention.
Your CRM audit will unlock discussions about:
Costs: how the cost of your CRM subscription and support costs might be helping or hindering your growth.
Fit-for-purpose: Looking at where you spend time & money on marketing, making sure that the marketing activities are linked to your CRM to track Spend V Conversion ratios.
Automations: How can your CRM reduce mundane processes, automate customer communications and track follow ups – freeing up time for your team to spend more time with your customers.
Effectiveness: most importantly a CRM audit will try to draw conclusions on the overall effectiveness of a CRM. This will involve reviewing the reasons for implementing the CRM.
How the CRM Team help
We are more than just web developers. Our team can help you with any technology advice and training that relates to your entire customer journey.
From CRM, marketing, support desk & eSigning solutions or even a custom portal… The CRM Team are more than just developers.
Our team want to make sure that you get the right CRM for your business. We get to know your processes, people and customers to make sure we recommend the right system for your needs.
Our team of experts get you setup and running - over 50% faster than you trying to do it by yourself.
Our trainers will help you to upskill your teams so that you can become as self-sufficient as you possibly can be.
We have a dedicated support team that gets to know your systems intimately - giving you peace of mind that you don't need to explain what you do, every time you need help.