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CRM Self Audit Checklist

Grade your own CRM in 15 minutes or less

It's time for a health check!

We've compiled an in-depth list of the critical areas you should consider when it comes to building a best-in-class eCommerce systems. Use the interactive checklist below to evaluate the effectiveness of your eCommerce CRM.

Based on your CRM, complete the questions and check boxes below. Once complete, submit your information and we'll email your performance grade directly to you.

Looking for some help with an even more comprehensive review of your entire eCommerce operation?


Check out our Digital Business Assessment.

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CRM Self Audit Checklist

The tool below will help you complete a self audit of your mobile eCommerce platform. Fill out each section as best you can. To see how you did, enter your name and email address once you finish the checklist. We'll calculate your score automatically and send you the results!

CRM Self Audit Checklist
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Does your CRM provide you with visibility into who in your company is engaging customers and prospects, when, where, and how?
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Is data automatically captured for each contact?
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Can your CRM provide you with the ability to generate a variety of reports tailored to the many different needs of your employees to foster cross collaboration?
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Does it integrate and track your customer service into the overall customer experience you are managing?
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Does your CRM directly integrate into your eCommerce platform to capture and allocate all sales related data directly into the individual customer records?
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Does your CRM integrate with a marketing automation platform?
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Does your CRM integrate with social networking platforms and tools?
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Does your CRM integrate with accounting software?
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Does your CRM allow you to measure the metrics that are critical to your business success?
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Does your CRM provide the ability to scale it with your projected numbers growth?
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Does your CRM provide a high level of security and process for proctecting customer information and payment data?
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Is your CRM user-friendly enough for your sales team to easily log their activities?
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Are your team members using the CRM as you intended when purchased?
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Do your team members find the CRM system useful in obtaining their goals?
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Does your CRM’s data currently accurately present to you where your contacts are in the customer buying journey?
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Does your CRM have a solution or functionality to automate customer nurture and conversion based campaigns?
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Is the above functionality operational and accurate?
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Does you CRM provide valuable insights through intuitive algorithms and lead scoring metrics?

Calculate my audit and send me the results

We solve ecommerce challenges over a wide array of storefronts and technologies

Our agnostic approach prioritizes your existing environment. We're experts at capturing the intended value of existing technology, recommending enhancements, and providing the cutting edge tactics your team needs to take your online business to new heights. Here's a sampling of the technologies we know best:
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Hubspot
bigcommerce
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unific
bluesnap
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locally
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