CRM Auditing

A CRM audit is a time-consuming but valuable process that evaluates whether a CRM is being worked effectively. In every dealership today, the CRM is the principal repository for all sales opportunities via:

• Phone up
• Internet leads
• Showroom traffic

What is a CRM audit?

A CRM audit allows you to review the effectiveness of your staff’s use of the CRM; consequently, these audits can vary in scope and depth. Here are the types of audits that AIM provides:

• Data Audit focuses on whether the data contained within the CRM is accurate.
• Usage Audit looks at how regularly sales teams are using CRM.
• Fit-For-Purpose Audit will evaluate your CRM configuration (which can be set up in infinite ways) to determine if it meets your dealership’s specific needs.
• Effectiveness Audit will review the overall effectiveness of the CRM.