Data Health Audit
An initial Data Audit uncovers all the issues your pipeline may have. Outdated deals, missing information, duplicated data, and even improvements that can be implemented, we put your process under the microscope to ensure we find everything that can be fixed.
The process is yours - but we've got your back. Our team is always available to help you, anytime, anywhere. Plus, we try to allocate someone specifically to your account, so that no information is lost (and you don't have to explain your pain points repeatedly).
It is crucial to have everyone on your team on board, to ensure your process flows as smoothly as possible. Add people to your team by simply sending out an invitation - and decide if they have admin or member permissions. Check how they're doing and how many tasks need their attention - and lead your team to success!