Your CRM might be costing you more than you think!

Use this quick audit checklist to spot the common data and process issues that weaken reporting, pipeline visibility, and sales follow-up.

A CRM does not need to be broken to be a problem. Even small issues like duplicates, missing fields, inconsistent source tracking, unclear ownership, or stale opportunities can quietly distort reporting and slow down revenue.

This checklist helps you review the basics so you can identify where your CRM is helping, and where it may be creating noise.

You’ll audit areas like:

• record quality

• source tracking

• stage structure

• ownership

• reporting readiness

• opportunity cleanliness