See results within 6 weeks of implementation
CRM Services
Uncover your CRM Challenges
A lot of factors can prevent your CRM from working to its full potential, from messy or neglected data to a lack of focus on the customer-experience side of your CRM.
Our CRM audits are designed to address where your marketing and processes may be failing, the type of data you’re collecting, the set up of your CRM, how your team uses it, and even the perceptions of CRM in the wider business.
We’re here to get under the skin of how your organisation approaches, feels about, and uses your CRM, from your sales and marketing teams to your service and operations team.
You’ll get the why and the how (and an efficient, scalable infrastructure for the future).
“The audit itself was thorough, she explained what we had done well and what needed to be improved, with clear actions and quick wins. We know there is lots more we can be doing to generate more revenue from our CRM and emails. I can see us working with Beth again in the future to help guide us on our journey.”
Dave Ashbolt
Head of Marketing, Materials Market
What we offer
What’s in the CRM Audit?
- 1:1 user interviews and live strategy day to address perceptions and usage
- Data audit (relevancy, accuracy, completeness and cleanliness, integration with other systems, maintenance and efficiency)
- A collaborative review of your current strategies
- CRM set up audit
- CRM and marketing review
- CRM and sales review
- Workflows and automation evaluation
- Reporting and analysis capabilities
- Integrations and data flow
- CRM properties and customisation review
- Measuring sales and marketing process efficiency
- A review of functionality use vs what you pay for
- Full data audit
- Technical infrastructure review
In-Depth CRM Audit with a Clear Action Plan
This is a comprehensive audit, including a findings document and action plan to give you clarity on what is and isn’t working (and how to fix it).
You’d struggle to find a more comprehensive CRM audit on the market – plus, we do offer a money-back guarantee!
How It Works
step: 1
Live Audit & Strategy Day
We’ll spend a day with you and your team, conducting 1:1 interviews to gather user feedback and understand how your CRM is currently working, uncovering areas for improvement.
step: 2
In-depth Audit
This is the thorough assessment and analysis stage, where we take a look at how your CRM is supporting your business and which areas can be improved and optimised.
step: 3
Findings document
You’ll receive a comprehensive findings document alongside an action plan to implement our suggestions, giving us a clear roadmap that we can deliver with you.
step: 4
Transformation
Now you’ve got everything you need to transform your CRM usage and make it work smarter and harder for your business.
Your Expected Outcomes
Clarity and confidence of next steps to solve your CRM problems
Identified blind spots that you didn’t know you had
Easily-implemented quick wins to change and optimise right away
Peace of mind for your teams on what to do to address the areas hindering your sales and marketing efforts
A bespoke action plan
Frequently Asked Questions
Our business is growing… is a CRM audit a suitable option for us?
A period of growth is usually one of the best times to make sure your CRM is operating as effectively and efficiently as possible.
One of the purposes of our audits is to ensure your CRM is customised enough to support growth, by creating a scalable infrastructure for the future.
As your business grows, your CRM should grow with it – our CRM audits are designed to identify the opportunities for building a scalable, flexible system to support your future goals.
Our CRM isn’t terrible, so would we even need an audit?
Not terrible doesn’t mean great!
Plenty of businesses will have functioning CRMs, but fewer businesses have CRMs that meet their needs and goals.
Your CRM should support your team’s day-to-day operations, marketing and sales, and make your processes more efficient and effective.
If it’s not doing that, then an audit is the perfect way to identify the challenging areas and optimise them so that things are running smoothly.
We need short-term fixes for our CRM ASAP… can we get them in this service?
Our CRM audits always include immediate and short-term fixes alongside changes that align with your wider business strategy.
To drive growth, it’s important to focus on these long-term changes for transformation, but we always offer quick wins for clients that can make their CRM even better as soon as possible.
We’re struggling with compliance – will this audit help?
Our CRM audits include full data audits, helping to cleanse, segment, and establish a solid data collection strategy.
A key area of this is compliance and GDPR, and we’ll measure your data compliance level against relevant regulations to identify any urgent red flags requiring immediate attention.
Then, we focus on ensuring that your systems are set up to properly capture consent, and also verify opt-in and data expiry processes.
Ongoing compliance is also addressed through updated system configurations, so you’ll have peace of mind that everything is functioning as it should be.
If compliance is a key concern, our audits have you covered!
Money-back guarantee
We’re confident that our audits will change everything for your marketing and company – so confident that we’ll offer a full refund if we don’t find four or more weaknesses that you should improve or fix!
Get in touch
Let’s Make It Happen
We’d love to hear from you! Whether you’ve got questions, want to explore how we can help, or just fancy a quick chat about your goals, we’re here when you need us. Simply pop your details in the contact form or contact us directly – either way, we will get back to you as soon as possible.
Drop us an email
hello@astral-digital.co.uk
hello@astral-digital.co.uk
Book a meeting
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