“Our dashboards show wrong figures.”
Because half the deals never went in. The CRM gives false confidence, and decisions are taken on it.
Real adoption, data quality, the gap between the tool and your sales process. The thirty-minute diagnosis is free.
If one of the three sounds like you, the rest of this page concerns you.
Because half the deals never went in. The CRM gives false confidence, and decisions are taken on it.
If filling it in takes effort with no benefit to whoever fills it in, it will not be filled in, whatever the instruction.
A CRM almost never fails for technical reasons. Changing tool without closing the gap with the real process reproduces the problem.
It gives false confidence. The dashboards show figures, decisions are taken on them, and the figures are wrong because half the deals never went in.
A CRM almost never fails for technical reasons. It comes from a gap between the tool and the way your salespeople actually work. If filling in the CRM takes effort with no visible benefit to whoever fills it in, it will not be filled in, whatever the instruction.
The audit measures real adoption, assesses the quality of the data present, and identifies the entries that could be removed or automated.
Three things this work has to do for you, and what we put in place for each.
Measured, not estimated: which deals go in, which never do, and at what stage.
That is where adoption is decided. It is what we fix first, before any configuration.
The ones that will get the tool filled in, in order, with what each asks of the team.
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Thirty minutes to estimate the real completion rate and what would have to change.
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Three areas, in that order, because the first conditions the others.
Who enters what, and how often. Not what is asked for: what is done. The gap is the substance of the audit.
Duplicates, empty fields, ghost deals left open. Managing on incomplete data is more dangerous than not managing at all.
What could fill itself in from the website, the mailbox or the invoicing. Every automated field is a field that will be correct.
Our collective is vetted: some thirty specialists selected on their portfolio. Nobody learns on your project.
Karim or Jordan carries your file from end to end. You do not explain the same thing three times to three different people.
Fifteen days, one deliverable. You watch the project move in real time, you adjust, we correct. No tunnel effect.
An audit that drags on for six weeks is an audit whose conclusions are out of date by the time they are presented.
We understand your context, your objectives and what you have already tried. That is what avoids a generic audit telling you what you already know.
We go into your tools and your data. No questionnaire for your teams to fill in: we look ourselves, that is our job.
A conversation, not a PDF sent by email. You leave with a list of prioritised actions, costed in effort and in impact.
Thirty minutes is enough to know whether there is a real subject. If there is not, we say so.
A first look at your situation, with no commitment and no sales pitch.
The full audit is costed after the diagnosis, on the real scope. We do not sell a package before knowing what there is to look at.
In most cases, no. The problem is the configuration and the gap with the real process, not the tool. Changing CRM without dealing with that reproduces the problem elsewhere.
On the CRM's own data, and by interviewing the users. Both together, because what is declared and what is done often differ.
Yes, including from a spreadsheet. Cleaning before carrying it over is a stage in its own right: importing a dirty database reproduces the problem.
On the main ones used by small and medium businesses. For a very specific tool, we say so straight during the diagnosis.
Two weeks, interviews included.
Thirty minutes to estimate the real completion rate and what would have to change.
Book the diagnosis