Services
Sales
CRM Compliance Audit
Audit rep CRM usage to identify logging gaps, process shortcuts, and data quality issues that hurt visibility.
Foundation
Reps don't log activities consistently and leadership can't trust CRM data.
• Call notes, emails, and meetings aren't logged in the CRM.
• Deal fields are incomplete — missing close dates, amounts, or stages.
• Some reps work outside the CRM entirely.
• Reporting is unreliable because the underlying data is inconsistent.
• Coaching and accountability are impossible without clean activity data.
What we do
We audit CRM activity data to measure compliance and identify where the gaps are.
• Measure activity logging rates per rep (calls, emails, meetings, notes).
• Identify deal records with missing required fields.
• Compare CRM activity against connected tool data (email, calendar).
• Assess process adoption across teams and roles.
• Recommend compliance standards and enforcement mechanisms.
Deliverable
You receive a CRM compliance report with rep-level visibility.
• Activity logging rates by rep and team.
• Missing field analysis on deal records.
• CRM adoption scorecard.
• Compliance gap findings.
• Recommended standards and enforcement playbook.
Outcome
CRM data that leadership can trust for coaching, forecasting, and decision-making.
• Higher activity logging rates across the team.
• More complete deal records.
• Reliable reporting and pipeline visibility.
• Stronger coaching conversations based on real data.
• Accountability without micromanagement.
Best Fit
Best for sales teams with 5+ reps where CRM data quality is inconsistent.
If your VP of Sales can't trust pipeline reports because reps don't log activities or fill in deal fields, this audit creates visibility and a framework for accountability.