Analyzing CRM systems is a crucial step toward improving business efficiency. It’s no secret that even the most powerful tools can underperform if they are used incorrectly or their full potential isn’t realized.
Through an audit, we purposefully examine how the team uses the CRM, whether it aligns with its original capabilities and goals set during integration. Often, limited use of features or improper system configuration can lead to inefficiencies, resulting in wasted time and resources.
Our audit helps identify weak points and provides precise recommendations for process optimization.
CRM system audit — assessment, analysis, and optimization of strategies and communication. It helps improve client interactions, identify issues, and discover opportunities for enhancement.
What problems does a CRM audit address:
Inefficient use of functionality. An audit helps identify unused or improperly configured CRM features that could significantly enhance your business.
Mismatch between business processes and CRM tools. Sometimes the system does not fully align with the specific business processes of the company. An audit identifies such mismatches and suggests ways to optimize them.
Issues with client interactions. By analyzing data and customer relationship management functions, the audit identifies potential “gaps” in communication with clients.
Decision-making difficulties at the management level. The CRM audit is also aimed at improving data collection and analysis processes to ensure higher quality and more timely decision-making.
What’s included in the CRM audit service:
Analysis of the alignment between the company’s strategy and goals. The first step the auditor takes is a thorough analysis of your business’s strategic goals and compares them with the settings of the CRM system to ensure their mutual support.
Evaluation of the effectiveness of feature utilization. It assesses how thoroughly the company uses CRM capabilities to achieve its business objectives.
Analysis of system workflow processes. It’s important to understand exactly how employees interact with the system: how conveniently and effectively the workflows are organized, and whether there are any redundant or insufficiently automated stages.
Identification of problems and inefficient processes. An audit helps to pinpoint “bottlenecks” in system usage that may be hindering progress toward the company’s strategic goals.
Recommendations for Improvement. Based on the analysis, the auditor provides specific suggestions for optimizing the CRM system, ensuring that each module and function effectively supports the achievement of business goals.
Imagine your business as a clockwork mechanism, where every cog must function flawlessly. D4CRM offers the key to enhancing the efficiency and harmony of your customer communications with our professional CRM system audit. We fine-tune your customer relationship management system, identifying not just weaknesses but also untapped potential, and provide concrete steps to improve and optimize your communication strategies.
Our approach is tailored: we adapt solutions to fit the needs and specifics of your business, whether it’s a small enterprise or a large corporation. Discover how to improve your engagement with your audience and boost your business’s effectiveness by ordering a CRM system audit from us. The cost of the CRM audit depends on the scope and specifics of the tasks, but the investment pays off many times over through increased customer satisfaction and higher sales.
Our company specializes in working with a wide range of CRM systems, adapting to the diverse needs and specifics of our clients’ businesses. We offer high-quality audit and optimization services for the following platforms: Kommo, Zoho, Pipedrive, KeyCRM, SalesDrive, KeepinCRM.
The goal of the project is to track the conversion rate of promotions and uniquely identify the customer for each promotion in order to measure the effectiveness of promotions. Conversion is the ratio of users who received a promotional offer to those who made a purchase.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
We were approached by a client involved in interior design training. The main source of lead generation for the client was a YouTube channel that often hosts webinars and free courses. The Leeloo.ai platform is used to automate the customer journey through the sales funnel. There was a need to link this channel with Bitrix24 CRM system to automatically collect and store contacts of all warm leads.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Our team of experts is eager to meet you and learn about your project! Please leave your contact information in our contact form, and we will provide you with detailed information about all the terms of cooperation.
We offer a personalized approach to each client, carefully studying the unique features and needs of your business to propose the most effective solutions.
Take advantage of the opportunity to consult with our manager, who will answer all your questions and help you choose the optimal service package. Don’t miss the chance to make your communications with clients as effective as possible!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
