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CRM Audit

Velcom ERP > CRM Audit

CRM Post Go-Live Audit

Overview & Objectives

CRM systems enable organizations to manage customer relationships across Marketing, Sales, Service and E-Commerce functions. The CRM audit ensures that automation supports strategic customer engagement, data quality is maintained, and sales efficiency targets are met.

  • Lead & Opportunity Management: Evaluate conversion rates and pipeline hygiene.
  • Campaign & Workflow Automation: Review trigger logic, approval routing, and campaign execution timelines.
  • Customer Data Governance: Validate single customer view, duplicate management, and data-enrichment accuracy.
  • Integration & Reporting: Check synchronization with ERP, marketing automation tools, and call-center systems.
  • Analyze sales-funnel metrics vs. pre-implementation baselines.
  • Conduct system configuration review and approval-path validation.
  • Interview sales, marketing, and service users for usability and performance issues.
  • Evaluate security roles and GDPR / consent-compliance mechanisms.
  • CRM Health Report covering adoption, data quality, and configuration alignment.
  • ROI and effectiveness analysis of CRM-enabled campaigns.
  • Recommendations for lead management automation, mobile access optimization, and integration improvements.
  • Strengthened customer data reliability and improved sales forecasting accuracy.