CRM audit and data hygiene
A CRM audit checks whether your CRM data and process can be trusted: duplicates, stale deals, unused fields, broken routing and reports nobody believes. With AI doing the heavy reading, a good audit now takes days, not months, and ends with a ranked list of what to fix first.
- How long should a CRM audit take?
A focused CRM audit should take days, not months. With AI doing the heavy reading, a good audit checks duplicates, stale deals, unused fields, routing and reports in days, then ends with a ranked list of what to fix first. If an audit runs for a whole quarter, the business has changed before it ends.