WeDoCRM, a leading CRM specialist agency, is excited to announce the launch of its brand-new CRM Audit Service. This service was developed in response to the overwhelming interest and competition entries received during the recent Technology for Marketing event at ExCeL, London, where WeDoCRM exhibited and was listed as “One to Watch”.
The WeDoCRM stand was a hub of activity throughout the event, with businesses from across the UK eager to gain insights into optimising their CRM systems. The consistent feedback we received confirmed that many organisations are either not sure if their CRM is set up correctly or feel they are not using it to its full potential. In response, WeDoCRM has introduced a comprehensive CRM Audit Service to help businesses unlock the full value of their systems.
“We were thrilled by the response at the Technology for Marketing event,” said Vanessa Mallia, Head of Growth at WeDoCRM. “It became clear that many businesses are struggling with CRM setup and data management, so we created this service to provide expert guidance and help them maximise the efficiency of their CRM or ESP systems.”
What the CRM Audit Service Offers: The CRM Audit Service focuses on three critical areas:
- Review of system setup and configuration: Ensuring your CRM is tailored to meet your business needs.
- Audit of existing data records: Identifying gaps in data quality and consistency.
- Optimisation of automation workflows: Providing actionable recommendations to streamline processes and reduce manual work.
Clients who take advantage of the CRM Audit Service will receive a high-level report that details findings and provides clear recommendations on how to optimise their system for better results.
A Commitment to Data Security WeDoCRM recognises the importance of data security, and as part of the process, the agency will send over a standard Non-Disclosure Agreement (NDA) and confirm its robust security measures before accessing any client systems.
“Whether businesses are unsure about how to start using their CRM effectively or are simply looking for ways to improve their current setup, we’re here to help,” added Vanessa.
“Our new service is designed to guide them through the process and ensure their CRM is fully optimised to support their goals.” https://www.wedocrm.co/services/crm-audit/
About WeDoCRM WeDoCRM is a specialist CRM agency that helps businesses unlock the full potential of their CRM systems through tailored services, including CRM audits, strategy development, and talent sourcing. With a team of experienced professionals and access to global resources, WeDoCRM delivers innovative solutions that drive growth and efficiency.
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