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CRM System Audit

Revealing loss points in your CRM
DISCOVER REASONS
OF DATA LOSS

Fix critical issues in your client base.
Request a CRM audit today.

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A CRM audit uncovers errors, duplicate entries, and data loss sources, restoring true control over your sales.

Who needs a CRM audit?

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Companies where CRM isn't delivering expected results.
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Companies with growing or complex sales teams.
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When CRM adoption still leaves your team struggling with client data.

Goals and tasks of CRM audit

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Identify and eliminate critical system errors

We verify settings accuracy, duplicates, data loss, and technical issues in your CRM.
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Optimize pipeline structure and CRM processes.

We analyze pipeline stages, roles, checklists, integrations, and auto-tasks.
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Establish transparent reporting for control and motivation.

We implement dashboards, KPI metrics, and ongoing discipline monitoring.
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Reduce revenue loss from inefficient business processes.

We detect leak points, missed leads, outdated contacts, and hanging deals.

Submit a request, and I will calculate the potential sales growth for your project and the cost of our work.

How does a CRM audit work

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Setting business goals and collecting information

We discuss goals, collect accesses and documentation, and prepare custom checklists for review.

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CRM diagnostics, structure and processes

We analyze sales pipelines, forms, stages, access rights, integrations, and data fields.

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Reporting and implementation recommendations

We deliver a report with errors, leak points, recommendations, and a practical action plan for improvements.

CRM Audit helps you

In-depth CRM audit unlocks sales growth without more marketing spend.
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Find invisible errors and loss points.

We detect data losses: duplicates, obsolete fields, or incorrectly created deals.

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Increase the quality and reliability of your client base.

With CRM fixes, you get a clean, complete, and up-to-date client database for everyone.

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Enable simple sales team control.

Managers get a unified view through automated reports and transparent stats.

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Motivate staff for quality CRM practices.

Clear metrics and gamification motivate your team to use CRM properly.

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Get an independent opinion from CRM experts.

See a clear system snapshot, numbers, and exact steps for correction.

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Boost client loyalty and repeated sales.

A restored base and work history let you serve and retain more clients.

The result of CRM audit — you get

  • Clear recommendations for CRM adjustment to fit your business.

  • Analysis of strengths and weaknesses in managing your client base.

  • Identified zones of revenue loss and missed deals.

  • Structured report and dashboards for control.

  • Step-by-step action plan for improvements.

  • Stronger data discipline for your entire team.

Who we are

Raketa prodazh specializes in building effective sales departments using proven tools, methodologies, and top-tier management for small and medium-sized business owners. We offer turnkey sales department development tailored specifically to your business.

With over 8 years of experience, we’ve built 208 sales departments and gained expertise across 14+ niches.

Our clients see an average turnover growth of +35%, and we improve conversion rates by 5% to 86%. Our largest achievement? A 10 907 403$ increase in monthly turnover after just 4 months of work.

We have successful case studies with Mitsubishi, NaftoGaz, Kommunar, Yamaha, Worksection, Leeloo.ai, and other industry leaders.

Beyond Ukraine, we build fully operational sales departments and scale sales for businesses in the USA and Europe.

Over 2000 deals
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We optimize CRM structure and logic.
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We create report templates and checklists.
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We train your staff to work with CRM.
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KATERYNA
CHABANOVA

COMPANIES WE'VE WORKED WITH

CLIENT TESTIMONIALS

It’s like switching from a scooter to a car with an on-board computer. High speed solutions, team functions distributed efficiently. We adapted to new tools and received not only expertise but a partner as well.

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Alexander Podenny
Head of Sales Department at

Attended Kateryna’s training, we did a pilot project. Result: +15-30% sales. Loved the systematic approach, Kateryna’s attention to detail, and energy. No fluff, promises kept, business adaptation. Gained more than expected.

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Denis Drach
Executive Director at

The task was solved easier than planned. A system of documents, reporting, and control tools were created. Felt like gaining a highly expert partner fully immersed in the project.

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Elena Mirza
Managing Partner at

Increased sales by 32% after one month and 18% after the next one. Systematic approach and clear process understanding. Detailed explanations, new ideas, technical CRM support. Working with a strong, experienced consultant.

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Michael Falk
Founder of

Your sales will increase by 30%-90% without any marketing investments in 3-4 months. Contact us, and we will show you how.


LATEST CASE STUDIES

Children's Crib
Manufacturer
INGVART
TASK:

Increase retail sales by at least 30%.

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ACTIONS:
  • Implemented sales reporting
  • Set sales plans
  • Introduced mandatory cross-sales
  • Tied financial motivation to results
  • Changed part of the team
  • Segmented sales by traffic channels
  • Introduced marketing campaigns
RESULT:

218% retail turnover increase in 2 months, 40% average check increase.

Car Dealership
MITSUBISIHI MOTORS
TASK:

Increase monthly car sales from existing traffic.

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ACTIONS:
  • Improved CRM
  • Calculated and built sales funnel
  • Implemented sales reporting
  • Set funnel stage goals
  • Trained sales director on key metrics
  • Created test-drive closing scripts
  • Introduced call evaluation checklists
  • Controlled call quality
RESULT:

25% increase in car sales conversion after 3 months, 133% target overachievement.

Solid Fuel Boiler Manufacturer, VITYAZ
TASK:

Set up retail sales channel from Facebook lead generation.

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ACTIONS:
  • Sales training, implemented sales reporting
  • Built lead source funnel
  • Scripted lead processing from Facebook
  • Developed lead closing algorithms
  • Tied financial motivation to results
  • Replaced ineffective team members
  • Introduced call evaluation checklists
RESULT:

25% of total factory sales from Facebook in one month, Exceeded the target by 112%

IT Company for Website and Mobile App Development
TASK:

Build a sales department to attract specific lead generation level via Facebook.

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ACTIONS:
  • Segmented salespeople by lead channels
  • Created cold lead attraction algorithms
  • Implemented daily sales funnel reporting
  • Set effectiveness metrics
  • Targeted lead generation through contextual ads
  • Introduced bonuses for new client attraction
RESULT:

Stable monthly acquisition of high-category new clients. $120,000 total client turnover in first 2 quarters, $90,000 maximum client check.

RESULTS FROM WORKING WITH SALES ROCKET

Watch short video testimonials from company leaders we have worked with.

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CHECK OUT LOTS OF LOTS OF USEFUL INFORMATION, FREE TEMPLATES, AND CHECKLISTS ON OUR INSTAGRAM

AND ALSO ON OUR YOUTUBE CHANNEL:
YouTube channels:
FAQ
What are common issues after CRM implementation?

Weak data entry discipline, duplicates, lost deals, integration issues, unclear roles, and lack of reporting — CRM audit uncovers these and builds a plan for fixing them.

How much does a CRM audit cost?

Pricing depends on audit depth, integration count, and sales team size. Request a quote and get a custom offer.

What do you get after an audit?

A detailed report listing issues, loss points, a list of fixes, and a clear implementation map for your CRM.

Do you work with Ukrainian CRMs (OneBox, LP-CRM, KeyCRM)?

Yes, we have experience auditing and optimizing leading Ukrainian CRMs for e-commerce and service businesses.

Why audit your CRM if everything seems fine?

Even when nothing looks wrong, data loss, lack of transparency, and unused automation are common. Audit reveals hidden potential with zero risk.

How long does a CRM audit take?

Normally 5 to 14 business days depending on the CRM and tasks.

How to order a CRM audit?

Submit a form on the site, we’ll contact you for details and a free starter call to scope your audit.

Materials and practical advice on sales growth in our blog: