Boost Your Agency's Efficiency with Expert CRM Audit ServicesBoost Your Agency's Efficiency with Expert CRM Audit Services
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Judith Eke-efeme
• Apr 29
CRM Architecture and Systems Audit
A growing marketing agency needed to move from fragmented client tracking to a centralised, scalable CRM.
They were experiencing tool fatigue, inconsistent lead tracking, and a critical need for seamless integration with their existing email and Slack workflows.
What I Did
The Audit: Conducted a comprehensive technical audit of three potential CRM vendors (HubSpot, Pipedrive, Zoho), using the 1-3-1 rule. I mapped features against agency goals and made it easy for the business owner to make a choice.
The Evaluation: Scored vendors based on scalability, user adoption speed (product-led onboarding), and native integration capabilities.
The Result
A high-impact, actionable recommendation (HubSpot) that optimised operational efficiency, seamlessly integrated into their existing workflows and prepared the agency for scaling
User ResearchAdministrative SupportNotionBusiness Operationsvirtualassistantuserresearchsystemaudit
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