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CRM Audit

CRM tools for companies that enable customer loyalty programs

Our Customer Loyalty Audit service is a practical workshop aimed at identifying your strengths, weaknesses and opportunities in this area. These audits are also meant to help us define the scope and basic CRM needs of enterprises in terms of customer loyalty. You will obtain an objective assessment of the current state of your business, which will allow you to put forward concrete solutions and draw a blueprint for its optimization.

In the audit workshops, we examine various customer management areas, such as:

  • ustomer management model for both B2B and B2C markets
  • Segmentation and clustering models
  • Workflow management model, design of processes and procedures
  • Technical expertise on customer service platforms
  • Integration of platforms for multichannel presence
  • Data integrity
  • Satisfaction levels and Net Promoter Score

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