Business challenges
01
You know something is wrong but not what
Pipeline numbers feel off. Automations fire randomly. Reports take hours to produce. But nobody can pinpoint the root cause.
02
Configuration debt has accumulated
3 years of reactive changes. Fields added without purpose. Workflows that nobody understands. A configuration that works by accident, not design.
03
You are about to invest in the CRM again
Before spending $50,000 on new features or users, you need to know if the foundation is sound or if you are building on broken ground.
04
New leadership needs a baseline
New CTO or VP Sales wants to understand the CRM before making decisions. Nobody can produce a reliable current state document.
What is included
Analyse duplicate rate, completeness, consistency, and accuracy across all major objects. Benchmark against industry standards and identify the root causes of data degradation.
Deliverables
How it works
Scope & access
Agree audit scope, obtain read-only CRM access, and collect supporting documentation.
Data analysis
Automated and manual analysis of data quality, configuration, adoption, and integration health.
Findings review
Walk through preliminary findings with your team to validate context and add qualitative insight.
Report delivery
Written audit report with scores, findings, root causes, and a prioritised recommendation list.
Briefing session
90-minute briefing with leadership to walk through the report and agree next steps.
Success stories
The audit report was the most useful CRM document we have ever produced internally. It gave us a shared language for the problems and a clear plan to fix them.
We were about to spend $80,000 on a Salesforce expansion. The health check revealed the foundation was not ready for it. Saved us from an expensive mistake.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
The same 37-point framework we use in client engagements -- adapted for self-assessment.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
