Auditing your CRM: Ep 18 Tiny Bites of business Podcast

In this episode, we are discussing the importance of having a CRM (Customer Resource Management) system to handle customer information. From assessing if you collect sufficient information from customers and considering the different types of data that may be relevant for different types of businesses. This is a core system for most businesses and it should serve both you AND the clients by ensuring you know who, what, why and how within your projects.Part of audinging also includes looking at the value and pricing of the CRM system, as well as the integration with other systems. You may consider ease of use and access control of the CRM system. Tune in more for my thoughts on how to audit a CRM and see if your systems are serving their purpose.