The problem
CRMs often end up with inconsistent data, unused features and manual workarounds — so sales and service teams stop trusting them.
Deliverables
- CRM configuration and usage findings
- Data quality observations
- Recommendations
What's included
- Kick-off call to confirm scope and access
- Review of the agreed systems and configuration
- Written findings prioritised by risk and effort
- Walk-through call to explain results
What's not included
- Remediation or implementation work (quoted separately)
- Penetration testing or vulnerability exploitation
- Compliance certification, audit sign-off or legal advice
- On-site visits
Delivery model
Individual Expert
Direct access to Koustov Choudhury for focused technical work.
Process
- Requirements
- Assessment
- Implementation
- Validation
- Delivery
- Report