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CRM Audit Checklist
Data Quality and Management
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Check for outdated or obsolete information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
Customer Interaction Tracking
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
System Integration and Automation
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
User Access and Security
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
Performance Metrics and Reporting
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
