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.

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.

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May your coffee be hot and your week fulfilling,

Sarah Wooden

Sarah Wooden - systems strategist, coach and copywriter, knock on wood virtual assistance

Hello! I am Sarah Wooden, your systems and integrations wizard! I am here to help you do everything you need to make your business more successful, more sustainable, and more joy-filled!

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