CRM AUDIT

During this initial phase, Virago Ventures, Inc. perform a full internal assessment of your existing customer relationship management processes. Regardless of your current system, we will evaluate where you currently are and provide a detailed report on how we can help you improve. We will also work with you to define your requirements for your new and improved systems and processes. This is included in all packages.

Audit of Leads & Lead Sources

Leads are an important aspect of any and all businesses. It’s vital that you know things such as; where are your leads stored, what is the status of those leads, how close are they to becoming customers and where are these leads coming to you from?

Audit of Communication Channels

How you communicate with your customers is something to keep in mind when implementing a new sales enablment and CRM project. Assessing variables such as the email and phone services provided to your team, how they’re utilizing that technology and most importantly, how those actions are being logged and tracked in your system.

Audit of Sales Pipelines & Stages

Once your leads are nurtured, and shown serious interest in your company, its time to turn them into deals and move them through your sales pipeline. A sales pipeline can be created in your CRM but its important your team understands how and when to move them to the next stage. A well structured sales pipeline can aid in smarter business decisions.

Audit of Key Sales Actions

A sales isn’t typically closed after the first, second or even third interaction with a prospect. There are usually a number of steps sales reps must take in order to get that close. Looking at the steps taken at the first interaction and then during the outreach and follow-up phases, and finally what happens following the first sale after they’re an active customer.

Identify System, Feature and Business Requirements

Not all systems are created equal. We will go through a detailed meeting with you to help determine the optimal system and process for you and your company. We will look at your feature requirements such as contact management and telephone integrations and system design requirements such as sophisticated custom workflows and and data mapping.