Know exactly what is wrong with your CRM — in 2 weeks

A 37-point audit of your CRM covering data quality, adoption, automation, integration, and configuration. Delivered as a written report with a prioritised fix list.

Get a free assessment → Download CRM Audit Checklist

Audit checkpoints

2 wks

Delivery time

100%

Written report

Prioritised

Fix list included

Business challenges

Why CRM Health Check & Audit projects fail

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.

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.

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.

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

Everything in this service

Data Quality

Analyse duplicate rate, completeness, consistency, and accuracy across all major objects. Benchmark against industry standards and identify the root causes of data degradation.

Duplicate analysisCompleteness scoringAccuracy auditRoot cause report

Deliverables

✓ Data quality scorecard

✓ Duplicate analysis report

✓ Field completeness report

✓ Root cause recommendations

How it works

Our delivery process

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.

Book a free assessment →

Success stories

Client results

All case studies

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.

Head of Revenue Operations

B2B Technology Company

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.

COO

Professional Services Firm