Home Trusted by 500,000+ buyers

CRM Audits

Supplier: Opsis

Not sure that you are getting the best return from your Microsoft CRM?

Price Guide: POA

Have a gut feeling that CRM could be delivering more for your business?

Not completely comfortable with your current CRM supplier?

Opsis will audit your CRM implementation and come up with recommendations that based on understanding of what you have, what you are using and your business processes we believe will add value to your solution.  Adding value is usually by reducing the time taken to complete various tasks

The audit will be a combination of technical reports that will show you exactly which part of CRM you are currently using with some detailed discussions about how your business is functioning today and the changes that you anticipate over the next few months.  From this we will make our recommendations of how you can better value from your CRM investment.

The recommendations may be:

  • Including more business areas or processes into your CRM deployment
  • Bringing additional users or teams into your CRM deployment
  • Making some minor changes to CRM
  • Adding some reports to CRM
  • Training your users
  • Integrating your CRM to your website or to your accounting system

Showcase your business!

Connect with 500,000 industrial buyers annually

Learn more