What should I include in a CRM audit checklist?
An example of an AI chatbot conversation about a CRM audit checklist.
What should I include in a CRM audit checklist?
A CRM audit checklist typically includes data quality assessment, user adoption rates, process efficiency, and compliance checks.
Can you elaborate on data quality assessment?
Sure! Data quality assessment involves checking for accuracy, completeness, consistency, and relevance of the data in your CRM.
What are some common issues found during a CRM audit?
Common issues include duplicate records, outdated information, lack of user training, and inefficient workflows.
How often should I perform a CRM audit?
It's recommended to perform a CRM audit at least annually, but more frequent audits can help maintain data integrity.
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