Increase Your Revenue with Our CRM Audit

Enhance your customer interactions and identify gaps and business requirements in the digitization process.

Are You Concerned About…

You currently have a list of client data but it is not stored digitally or properly, and you don’t know what to do with the client info.

You realize the importance of keeping track of client information, you would love to follow up with your client base for returning businesses but have no idea on the format of communication. You could use a vendor-specific CRM tool to help organize this system.

You store business prospects and clients data in a CRM software, but you don’t know the value of maintaining this system other than keeping you digital profiles storage clean.

You have the perfect raw materials to start investing fundamental customer relationship management efforts, you could use some professional but affordable support to segment, tag, and configure customizations for your audience base.

You are keen on connecting the dots between internal departments to achieve business growth and success, however, your sales team and your marketing team are not on the same page in terms of what initiative is working and what is not.

You would love to understand what approach or format of communication works the best to convert a lead to a client, you would prioritize gaining insights from the CRM system to direct marketing actions and investments.

Then Our CRM Audit Is Made Just For You: 

Our Key Deliverables

■ Vendor-specific Software Recommendation Based on Business Needs

■ CRM Workflow Analysis and Optimization

■ CRM Automation Implementation

■ CRM System Configuration Analysis

■ Data Reporting and Analytics Review

■ CRM Integration with Other Platforms/Applications

■ Scaleability Assessment

Benefits of Choosing CHM’s CRM Audit:

CRM Workflow Expertise and Understanding of Major Vendors

Being supported by a team of CRM workflow professionals who understand how to actualize business needs to CRM configurations, first-hand experience with major CRM tools on the market broadens the range of your options.

Advanced Digitization of CRM System

Empower your digital transformation by digitizing and automizing your methods of communication with your leads, prospects, existing clients and loyal VIPs.

Cross-departmental Collaboration and Efficiency

Understand your most valuable sales sources and most efficient sale cycles, connect this insight to the marketing department to reflect and update your marketing directions, as well as maximizing ROIs on CRM investments.

  • Alexandra was the missing piece I didn't know I needed!

    Every step of the way there has been intention, care, knowledge and a human touch which I value so much. I’m not the most savvy when it comes to back-end and technology in general, but I have felt held and supported by Alexandra, she listens to my needs, hears where the holes are and offers personalized solutions. Working with Alexandra has become a go-to for me, especially during the challenging conversations and decisions about moving my business into the future wisely with grace and intention.

  • Alexandra has been very professional since day one.

    While all of the other advisers are eager to earn your business I was impressed with how intuitive Alexandra was in her questioning and how she quickly identified the areas that we could improve. She is always on time and respects my time during our meetings. So far it has been a great experience.”

  • When I was deciding which digital advisor to sign with I created a template of questions that had a mixture of answers that I knew but also curious the consultants questions back. I ranked the consultants based on industry knowledge specific to me as well as the overall presentation and professionalism during our interview process. One of the most important areas the I wanted to focus on was digital marketing. I called a few of Alexandra's previous clients and all had nothing but good things to say about her instincts and knowledge in this field.

  • I feel tremendously optimistic because of the experience with Alexandra!

    Endless really, customizing what YOU need for YOUR business is what has been the biggest take away. I’d recommend it to anyone looking to recalibrate their business to today's world.

Want To Know More About Our CRM Audit?

 

Reach out to us with your business information and requirements.