Optimize Your CRM. So You Can Find the Gold.

Turn Your CRM into a Money-Maker

Ready to set up your database to be a revenue-generating machine… where you can leverage quality data and convert connections into customers?

Our Audit lays the foundation to get better results from your CRM. With our proven 3-step process, the ContentBacon team will:

Discover your key CRM issues
Identify utilization
Create a plan to completely optimize your database

Note: this audit doesn’t create a full experience journey for every segment of your audience. The CRM Audit will establish your baseline to help you get there.

3 Steps to Your CRM Audit

If you’re short on time, mental energy, knowledge, or the desire to DIY it, our CRM Audit is for you.

01. Diagnostic Consultation

Capture your current customer journey experience
Establish your current flywheel
Identify your current database composition and segmentation
Discuss what’s working and what’s not in your current processes

02. Audit of Configuration

Diagnose where it’s stuck.
Create clear action items and changes to make in key areas:
- Technical configuration (integrations + automation, data management, security + compliance)
- Marketing
- Sales
- Operations

03. CRM Deep Dive Review Call

We’ll leave you feeling clear and confident about what needs to happen next. Our review will give you real value with a minimum amount of cost and effort.

Optimize Your CRM. So You Can Find the Gold.

Turn Your CRM into a Money-Maker

3 Steps to Your CRM Audit

01.

Diagnostic Consultation

02.

Audit of Configuration

03.

CRM Deep Dive Review Call

Let’s Get Started!

Select your CRM size

Less than 20K Contacts?

20K - 49K Contacts

50K - 99K Contacts

OVER 100K CONTACTS?

Got questions?

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