Audit the CRM as it is.
Before anything changes in the tools, we audit what your CRM actually holds: how many deals, companies and contacts, how many deals carry a value, how many have gone quiet, and how many pipelines are doing one pipeline's job. The full readout lands within the first month.
- The CRM as it is
- Values and activity checked
- Pipelines counted
Stalled deals get traced back to their cause.