An audit is 40% of the success of a CRM system implementation
. Each business operates according to its own internal rules, processes and regulations, and the CRM system brings them to a single standard.
Therefore, before implementing CRM, it is so important to find out and disassemble every detail of this structure in order to make it stable and efficient. The task of the audit is to obtain all the necessary information about the sales processes and customer support of the company. In order to build a project map in the future, which is the structural diagram of the future CRM system.
An audit is a list of well-prepared questions to help identify a problem:
- where do customers come from?
- how is communication between managers going?
- are there any clients you don't work with?
- how does the manager move the deal along the sales funnel?
- what processes take place in sales?
- how many people are working on us and who of them is the seller
In reality, there are many more questions. The answers to them give us an understanding of how to transfer, configure and automate relationships within the sales department between departments, managers and clients. This is the main goal of CRM implementation.
After the audit, an effective sales funnel is built and communication and business processes are prescribed.
Together with you, with the head of your sales department and other departments, we create stages, define future fields (deals, contacts, companies) and prescribe the client's movement pattern through the stages of the sales funnel.
For the effective work of the company's departments in the CRM system, we create several funnels, for each of them the relationships and tasks at each stage are written in detail.
As a result of this work, a direct technical task is obtained for us as implementation specialists.