Free Resource

CRM Audit Checklist
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A platform-specific audit framework to find every weakness in your current CRM — before you spend another dollar on it. Available for all 9 major CRM platforms.

Structured audit across 5 critical areas Data quality, pipeline health, automation, adoption, and integration.
Platform-specific questions Salesforce, HubSpot, SAP, Informatica, Reltio, ServiceNow, Adobe, MuleSoft, Dynamics 365.
Practitioner-grade content Written by CRM architects who have run these audits on enterprise implementations.
Scoring guide included Know exactly how serious your issues are and what to do about them.
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What is inside

A look inside the checklist

1. Data Quality & Architecture
Account hierarchy correctly mapped
Duplicate records below threshold
Required fields enforced at right stages
Custom fields in active use
+ more questions inside →
2. Pipeline & Forecast Health
Stage definitions match real buying process
Deals not stuck in early stages
Close dates are realistic
Win/Loss reasons captured
+ more questions inside →
3. Automation & Workflows
No conflicting automation rules
Lead assignment routing correctly
Error handling on all automations
Unused automations deactivated
+ more questions inside →
4. User Adoption
Login frequency above 80% of users
Activity logging captured consistently
Mobile app adopted by field teams
Dashboards used in management reviews
+ more questions inside →
5. Integration & Data Flow
ERP sync errors monitored
Marketing automation sync healthy
API limits tracked
GDPR/privacy fields configured
+ more questions inside →