CRM Audit & Optimization
A professional review of your existing CRM to identify problems, inefficiencies, gaps, unnecessary complexity, and opportunities for improvement. You'll come away with a prioritized plan for what to change.
Review of an existing CRM to identify problems, opportunities, and practical improvements to how the system is organized and used.
The consultation credit does not apply to this service.
Audio transcript: CRM Audit & Optimization
Your CRM should make running your business easier, but what happens when it starts slowing you down?
Maybe your pipeline feels disorganized, maybe your automations aren't working the way you expected, maybe you're simply not getting everything you could from your system.
But at Hopson Virtually Connected, we help you find out why.
We review your CRM, identify areas that need attention, and look for ways to improve how your system works.
Our goal is simple: help you get more value from the technology you've already invested in, because improving your business doesn't always mean starting over.
Sometimes, it means making what you already have work better.
What's included
- Review of your existing CRM structure
- Review of pipelines and customer flow
- Review of existing forms and lead capture
- Review of basic workflows and automations
- Identification of gaps, redundancies, or inefficient processes
- Review of how customer information is organized
- Prioritized recommendations
- A CRM Optimization Plan outlining recommended changes
Additional audit options
Expanded CRM Audit
Priced by size and complexity
For larger systems with multiple pipelines, workflows, forms, calendars, automations, or more extensive business processes.
Complex System Audit
Custom pricing
For extensive, highly customized, or operationally complex CRMs that need deeper technical and process analysis.
After your audit, HVC can provide a separate proposal for implementing the recommended improvements. Purchasing an audit doesn't obligate you to hire HVC for implementation.