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CRM System Health Check and Audit

Our CRM Software Health Check and Audit session will help you evolve your system and
continue to increase the return on investment of your solution.

Schedule a CRM System Health Check

Are you Getting the Most out of your CRM System?

As CRM systems continuously improve & add new capabilities we know it is challenging to keep systems and processes up to date. With our CRM system review, our consultants conduct an in-depth analysis resulting in strategic recommendations and a
6-12 Month Roadmap including:

Areas for Process Improvement

Training and Adoption Program

Implementation of a CRM Strategy

CRM Platform
Augmentation

How We Do It

We start with a walk through your existing CRM processes with sales and marketing users
Our engineering resource conducts a technical CRM audit to reveal customizations
A two-day onsite evaluation with users to breakdown all processes and conduct a Gap Analysis
Our team documents our findings, itemize/budget the needs, and provide our recommendations

The Outcome & ROI:

What You Can Achieve with an Improved CRM

Achieve topline revenue goals
Increase your margin per transaction
Increase your customer retention
Increase the value of your existing customers
Raise the performance of your sales staff
Improved customer experience and customer loyalty
The ability to measure and increase marketing ROI
Reduced cost of customer service

Schedule a CRM Health Check

Why Net at Work?

We’re a comprehensive source of IT and business expertise, and have trusted partnerships with the most recognized and respected names in business-first technology.

Our goal is to make it easy for you to select, install and use the best of today’s technology platforms to gain efficiencies, drive results and better serve your customers and employees.