Audits and Health Checks

Need to know if you’re making good use of your existing system? Our qualified Audit Team are here to help

All companies, big or small, use some form of CRM and Email Marketing system to effectively manage and correspond with their clients and prospects. When used effectively these systems become an integral part of a business and will help drive growth and increase profits.

As businesses grow and change it can be easy for existing systems to be overlooked and not be kept up to date for the growing demands of the company. If you have an existing system and would like to know if it is performing to its best capacity or would like to know about best practices, our experienced team are able to conduct an Audit and Health Check and provide you with a detailed report of the findings.

Our knowledgeable team work with many different vendors and no matter what your existing system may be we will have the expertise to audit your system and understand how well they are working for you.

Our Audit and Health Check Service will:

  • Review your current CRM and Marketing systems and suggest best practices
  • Review your data handling and suggest areas that can be improved
  • Review and provide detailed information about how you can improve your customer relationship strategy
  • We are vendor neutral and we only ever recommend a solution that best fits your business
  • Review the system and do Technical Documentation if needed

Our service does not need to end once our Technical Documentation Report has been distributed, our CRM and Marketing Automation Team are able to support and help you should you wish to make changes to your existing system. From simple upgrades and training through to new system advice and importing existing data our experienced team are on hand to help guide you throughout the process.

No matter what level of support your business requires we have a range of flexible support plans to suit your needs.

Contact Us today and book your CRM Audit and Health Check with one of our qualified professional team members.

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