Looking to Make The Most of Your CRM?

We are here to help! Boost your ROI with CRM Audit. identify gaps and business requirements in the digitization process.

What is a CRM Audit?

A Customer Relationship Management (CRM) system is essential to organize and evaluate customer interactions and data. Frequent audits are required to ensure its efficiency, accuracy, and adherence to legal standards. However, what exactly is a CRM audit? 


A CRM Audit involves reviewing your CRM data, finding gaps and inefficiencies, and implementing the required adjustments to boost company output. A CRM audit would be highly recommended if you hired a business expert to examine the systems and procedures inside your company. Regular CRM audits may find areas for improvement and make the necessary adjustments for increased business performance. 

Common Challenges SMEs Have With the CRMs

  • Unclear on which CRM is right for your company 

  • Messy database and unclear segmentation

  • Unsure of how to track the sales process

  • Little internal knowledge or motivation to optimize CRM

  • No clear sales reporting or accountability

  • Customer journey not clearly tracked

  • Marketing and sales data don't talk to one another

  • Too many manual processes 

Let us help you scale your growth following CRM Best Practices!

Initial Assessment

  1. Choosing a CRM that Best Suits Your Needs

  2. Setting Clearly Defined CRM Goals

  3. Creating a CRM Implementation Plan

Recommendations

  1. Cleaning Up Your CRM Database

  2. Setting Up Your CRM

  3. Customizing Your CRM

  4. Automating Your CRM

 Optimization

  1. Training Your Team on Proper CRM Use

  2. Optimizing Performance with CRM Reporting & Analytics

Why Choose Coach House Marketing for Your CRM Audit?

  • We thoroughly assess your business needs. Leverage our team's deep understanding of CRM workflows and significant vendors to tailor configurations to your needs.

  • We offer tailored, specific, and scalable strategies. Transform your communication methods by digitizing and automating interactions with leads, prospects, clients, and VIPs.

  • We offer solutions for cross-developmental collaboration and efficiency. Identify your most valuable sales sources and efficient sales cycles. Connect these insights to your marketing department to refine strategies and maximize ROI on CRM investments.

The Way We Work 

We partner with your organization to provide a unique blend of analysis, strategy, training and hands-on support. Our goal is to align with your specific needs to enhance your internal team's knowledge and needs. 

Outstanding Facts About CRM

Market Size and Growth

  • The global CRM market size was valued at USD 57.83 billion in 2022 and is expected to grow at a compound annual growth rate (CAGR) of 13.9% from 2023 to 2030 (source).

  • By 2025, Gartner predicts that the CRM market will be worth $82 billion, making it the fastest-growing software market. (source)

Customer Satisfaction and Retention

  • CRM systems can increase customer retention by up to 27% (source).

  • 74% of businesses using CRM reported improved relationships with their customers (source).

ROI and Efficiency

  • The average ROI for CRM is $8.71 for every dollar spent (source).

  • Sales teams that use CRMs see their productivity increase by 34% on average (source).

Sales Impact

  • Businesses using CRM systems can boost sales by up to 29% (source).

  • CRM systems can shorten the sales cycle by 8-14% (source).

Let’s Discuss Your CRM Needs and How CRM Can Help Your Business!