Audit and get more our of your CRM deployment.

CRM Audit Process

So you are done and happy about your CRM implementation? The implementation you think has gone successfully and the users are thrilled to bits?  But here are some red flags you could look for to improve the usage. Remember, an overwhelming one third of CRM deployments fail because of poor user adoption. You could do some quick reference checks and figure out if your CRM needs a revision.  Here is an audit chart you could use.


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I don’t think it is relevant to see if you get 3 out of 5 or 4 out of 5 as a score. It depends on where you started. If you started with no CRM, even 2 is a good score. This is just a sample sheet. You should be able to generate a questionnaire depending on the areas of CRM you have implemented. These include:

  1. E-mail marketing
  2. Telemarketing
  3. Outsurced Lead Generation
  4. Sales Process Management
  5. Pipeline Forecast
  6. Customer Service
  7. Customer Feedback

If you need any help, please feel free to fill up the form and mail us. We shall be happy to do an audit and make recommendations to make your CRM deliver more for you.

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