Hour 9: CRM Review
Objective
Assess whether your CRM supports execution.
Objective
- Reminder
- The CRM is not the sales system.
- The CRM supports the system.
- CRM Audit Questions
- Is the pipeline easy to understand?
- Are stages clearly defined?
- Are follow-ups visible?
- Is information updated consistently?
- Can another person understand the pipeline quickly?
- CRM Structure Template
- CRM Area
- Current Status
- Needed Changes
- Pipeline stages
- Contact records
- Task reminders
- Reporting
- Notes quality