Start-up Pipeline Audit
First - Let's understand your current situation with a CRM audit
FACT: The typical salesperson spends 66% of their time on admin and things other than talking to prospective customers.
The audit includes:
- Map your current process - lead management, contact management, and pipeline
- Assess database health - duplicates, dormant contacts, dead contacts, active customers, segments, and size
- Critical information review
- User satisfaction - salespeople perceptions, management perceptions, c-suite perceptions
- What is working & what is not working
Not sure if you should change it up just yet? Here are some things to consider.