CRM Audit

If your CRM is not delivering as expected, Cymer can conduct a CRM Audit to guide your organisation to profitable business growth.

The audit focuses on

key CRM operational areas

As an independent auditor, you get an unbiased review of your CRM platform, integrated software, operations and resources. This helps your organisation to better understand its current CRM strategy and help you achieve your goals.

The results of the audit are compiled into a report that outlines necessary changes and potential operational inefficiencies. Cymer will also recommend CRM platforms that meet your needs, complete with pricing information.

Current operational structure
Current platform(s), function(s) and processes
Data management
User/Stakeholder assessments
Implementation/subscription budget
Expected outcomes
Cymer CRM Audit
An additional service is available

Identify Profitable Opportunities

To provide your organisation with potential opportunities that will deliver
profitable business growth through 5 ways:

gain more
LEADS

Configure CRM to capture leads from all your available marketing channels

improve
CONVERSIONS

Quicker responses, targeted communications to improve conversion percentage

increase
TRANSACTIONS

Predict client buying behaviour and increase transactions

raise
AVERAGE SPEND

Clear understanding of your clients, offers more opportunities to additional services

Higher Margins

higher
MARGINS

Through operational efficiencies and optimised processes, reduce your costs and achieve higher margins

profitable
BUSINESS GROWTH

CRM not delivering to expectations?

Feel like your CRM could do with a fresh perspective?

Book a no obligation consultation to discuss your requirements today

BOOK A CONSULTATION

Benefits of a CRM Audit from Cymer

Save £ 000s in missed opportunities, subscription fees, wasteful operations and ineffective marketing

An unbiased & independent audit of your CRM
Unique insights from CRM experts
Tailored innovative CRM solutions
Help stakeholders’ knowledge of CRM
Make informed decision-making
Guidance to enhance your CRM operations
Identify profitable growth opportunities
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