WHO THIS IS FOR
For Clarity Before Your First Euro of Campaign Budget..
Do you know if your data holds up?
- Your CRM is well maintained, but you don't know if the data holds up for sequences and campaigns.
- You're planning a campaign from your existing database and want to know where data quality stands first.
You don't have a usable CRM yet. Then start with Operational CRM Environment (1.500 €) first.
SCOPE
What the Findings Report Shows..
A findings report with prioritization: what needs fixing first and what can wait
Review of data quality, duplicates, and completeness
In your CRM.
Assessment of whether your existing data holds up
For sequences and campaigns.
Connectivity review
Fields, required entries, consent status.
Findings report with prioritization
What needs fixing first, what can wait.
Results Review
60 minutes.
How Your CRM and Data Check Comes Together.
- 1Analysis of your CRM setup (data fields, required fields, consent status)
- 2Review of data quality, duplicates, and completeness
- 3Assessment of connectivity for sequences and campaigns
- 4Creation of the prioritized findings report, 60-minute results review
These figures form the basis of the review.
Duplicates, completeness, connectivity
What needs fixing first
Joint assessment
What the Check Doesn't Cover.
- Implementing the data cleanup (see Ongoing RevOps)
- Building a functional CRM environment (see Operational CRM Environment)
- CRM software license costs
What the CRM and Data Check Needs From You.
- One named contact with read or admin access to the CRM
- Timely provision of system access, since the 2-week timeframe only starts afterward
- Availability for a short interview about your setup
PROCESS
CRM and Data Check: The Process.
Setup Call
Choose a time and describe your starting point.
CRM Analysis
We check data quality, duplicates, completeness, and connectivity. 2 weeks from when system access is provided.
Findings Handover
You receive the prioritized findings report, and we walk through it together with a clear recommendation for the next step.
QUESTIONS
Frequently Asked Questions.
How long does the check take?+
Results within 2 weeks of system access being provided. The timeframe only starts once access is granted.
Is the price credited?+
Yes. If you order a follow-up package from this area within 6 months, the check price is credited once, in full.
What if we don't have a CRM yet?+
Then Operational CRM Environment is the right starting point, not the Data Check.
How do you handle our data?+
Your data stays confidential and is used only for the analysis. It is never shared with third parties.
PAIRS WELL WITH