Workflow Templates: CRM Audit Checklist

Validate the accuracy of customer data entries

Ensure data fields are consistently filled out

Review and clean up duplicate records

Check for outdated or obsolete information

Implement data validation rules and processes

Verify all customer interactions are logged

Ensure communication channels are integrated

Check for accurate tagging of customer issues

Review follow-up processes for customer inquiries

Assess the timeliness of response and resolution

Ensure CRM integrates with e-commerce platform

Check automation of workflows and tasks

Validate the syncing of inventory and orders

Review the integration with marketing tools

Test the functionality of automated customer notifications

Verify user roles and permissions

Ensure secure login and authentication protocols

Review access logs for unauthorized attempts

Check for compliance with data protection regulations

Assess the implementation of data encryption

Review the accuracy of sales and revenue reports

Ensure customer satisfaction metrics are tracked

Validate the reporting of marketing campaign effectiveness

Check the timeliness and accuracy of performance dashboards

Assess the usability of custom reports and analytics

CRM Audit Checklist