Technology Audit
CRM, Analytics, Automation
When you need a technology audit
CRM is in place, but used as a formality. The data in the system doesn't match reality. Lots of manual work and Excel files. The owner can't see what's happening in real time.
CRM is used as a formality
CRM is in place, but used as a formality - the data doesn't reflect reality.
Data doesn't match reality
What's in the system diverges from what's actually happening.
Lots of manual work
Lots of manual steps and Excel files - the system adds work instead of removing it.
No real-time picture
The owner can't see the state of sales in real time.
Process and oversight cap growth
Growth is capped by process and oversight - there are no tools to scale.
A clear, working tech stack for sales
The result isn't a report for show - it's a concrete tool for growth.
Audit of the current sales IT stack
- Which tools are in use
- How they're connected
- Where there's duplication and where there are gaps
CRM as a management tool
- Whether it matches the sales process
- Whether the stages are right
- Discipline of data entry
Analytics and reporting
- Which data is available
- Which reports actually work
- Where the blind spots are
Automation and integrations
- What can be automated
- Where data is being lost
- Where manual work can be removed
Tuning recommendations
- What to fix first
- What to drop
- What to add
Five blocks of analysis
A deep block-by-block analysis - no fluff, no generalities.
A. CRM
Funnel logic, deal cards, required fields, data discipline.
B. Analytics and reports
Operational reports, management dashboards, forecasting.
C. Integrations
Phone, messengers, website / lead forms, ad sources.
D. Automation
Lead routing, task creation, reminders and triggers, SLA tracking.
E. Reliability and scalability
Stability, readiness for growth, data protection.
Our process
A structured process with clear timelines and a deliverable at every step.
Processes, goals, current tools
CRM, reports, integrations, automation
Gaps, duplicates, manual work
A step-by-step improvement plan
Minimum from your side
All you need to do is share the data. We handle the rest.
CRM access (or a walkthrough)
List of services in use
Sample reports
A read on the sales process
Straight answers
The questions we hear most often before we start.
Is this a CRM rollout?
No. It's an audit with recommendations.
Do you work with specific systems?
We're platform-independent.
Can it be rolled out in stages?
Yes. We give you priorities.
Does it fit small business?
Yes. The smaller the team, the more simplicity matters.
Ready to find out exactly where you're losing money? Book a 30-minute review - we'll figure out together whether you need this audit and what it'll move.
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