CRM & Data Infrastructure Audit
Independent CRM audit to assess data integrity, system structure and reporting reliability.
When marketing and sales decisions rely on CRM data, the integrity of that data becomes commercially critical. Yet many businesses operate with fragmented CRM configuration, inconsistent field usage, unreliable reporting and poorly structured automation.
The CRM & Data Infrastructure Audit is a structured, independent CRM audit designed to evaluate whether your marketing data architecture and CRM system are configured to support accurate reporting, efficient workflows and informed decision making.
This service focuses on infrastructure reliability. It identifies structural weaknesses in CRM configuration, data governance and marketing automation before further investment or implementation begins.
Investment: Defined following initial scoping discussion*
*Final fee confirmed following initial scoping discussion based on organisational complexity and scope. Typically delivered over 2–4 weeks.
Why A CRM Audit Matters
A CRM system may technically function while still limiting performance.
- Reports may not reconcile
- Dashboards may lack credibility
- Field structures may be inconsistent
- Automation workflows may operate without governance
- Sales and marketing data may be misaligned
Without a formal CRM system review, decision making becomes dependent on unreliable information. An independent CRM data audit introduces clarity, structure and evidence based evaluation of your marketing infrastructure.
Who This CRM Infrastructure Audit Is For
This service is suited to organisations that rely on CRM data for commercial visibility but lack confidence in system reliability.
It is particularly relevant for:
- Businesses using a CRM but unsure it is configured correctly
- Organisations with fragmented marketing and sales systems
- Companies struggling with reporting accuracy
- Leadership teams lacking confidence in dashboard data
- Businesses typically between £2m and £40m turnover relying on CRM for pipeline visibility
If your CRM exists but performance visibility feels uncertain, this audit provides structured evaluation.
Scope and Structure of the CRM Audit
This is a defined project engagement typically delivered over two to four weeks depending on system complexity.
The CRM audit includes evaluation of:
- CRM architecture and field structure
- Data integrity and hygiene standards
- Segmentation logic and lifecycle structure
- Marketing automation workflows
- Reporting frameworks and dashboard accuracy
- System integrations and data flow between platforms
- Governance, access control and usage discipline
Inputs include system access, reporting review and stakeholder discussions.
The deliverable is a structured CRM audit report outlining:
- Structural weaknesses in configuration
- Data reliability issues
- Automation inefficiencies
- Reporting gaps and inconsistencies
- Governance weaknesses
- A prioritised remediation roadmap
This is diagnostic in nature. It identifies issues clearly before implementation or system rebuild begins.
What This Service Does Not Include
To maintain clarity of scope, the CRM & Data Infrastructure Audit does not include:
- CRM rebuild or migration
- Automation implementation
- Ongoing CRM system management
- Campaign creation
- Marketing strategy development
- General IT consultancy
Where structural remediation or reconfiguration is required, that sits within CRM Implementation & Optimisation services.
The Outcome
Following the CRM audit:
- Leadership gains confidence in reporting accuracy
- Data governance becomes structured and disciplined
- Automation workflows are clearly mapped and rationalised
- Sales and marketing data alignment improves
- Decision making becomes evidence led rather than assumption based
Your CRM becomes a reliable commercial asset rather than a source of uncertainty.
Commercial Model
The CRM & Data Infrastructure Audit is delivered as a defined project engagement.
Fees are typically positioned between £3,500 and £7,000 depending on system complexity, integration depth and organisational scale.
Scope is agreed following initial discussion to ensure clear boundaries and defined deliverables.