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CRM Audit

How is your CRM working out? Not so good? Our Audit Will Find Out Why.

So you already have a CRM solution implemented - but you aren't happy with the results. Don't worry - we can help.  We have been doing this a very long time, and have almost seen it all. Contact us and share your pain. We'll formulate a plan (at no cost to you) to get you back on track. We're just that confident. Get your team up and running the right way, and fully leverage your investment.       GET IN TOUCH

Are You Using Your CRM Properly?

If you’re not using your CRM properly, you could be missing out on a lot. Sadly, many companies that implement CRM don't really have a lot of real-world experience with successfully deploying and using it.

  • Are you losing sales leads and missing out on new opportunities?
  • Is your support team missing past issues or conversations?
  • Is your CRM functioning as a foundation on which all the various people, systems and processes in your organization are unified?   
  • Does the majority of your team not know how to use your CRM? If you answered yes to any of these questions, it is time to get your CRM audited.

The CRM Audit

We will begin by running a diagnostic audit on your current CRM. This includes a technical review, as well as a process, procedure and training review. We will then discuss with you what it is you want and need from your CRM. We will finish up by assist you in setting it up to be a source of success,  rather than a hindrance.

CRM Should be Enjoyable!

Whether you set CRM up yourself and want to improve it, or a someone else implemented it for you and you aren't happy with the results, let us help. CRM  done correctly is a beautiful thing. We know you can and will enjoy it once its done right.

We have become experts in CRM and ERP by implementing them many times. Let us help you be successful.

About Us

CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.

We are experts at what we do.

Contact us today for more information.

Contact CRM Systems

CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.

  • Toll Free (Sales): +1 888-344-2652
  • United States (General): +1 619-956-9189
  • Canada (General): +1 204-480-9772

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