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Flexible, customizable and high-performance, the solutions we’ve selected can be adapted to your needs to support your digitalization strategy.
Do you feel your CRM has hit its limits and is slowing your teams down instead of helping them? Here are the warning signs to watch for:
But isn’t the real question whether the tool still fits your needs? Is it properly integrated into your digital platform?
A CRM audit is a structured assessment of how well your CRM solution fits the real needs of your organization.
Carried out by a team of experts certified on the leading solutions on the market, it aims to identify the gaps between the features available and how your teams actually use them. It is designed for companies considering a version upgrade or a move to the cloud, or that simply want to make sure their CRM stays aligned with their business goals. On the functional side, the audit reviews processes, usage and the changes users are asking for. On the technical side, it examines custom developments: those that are still needed, those that could be replaced by simple configuration, and those that create technical debt worth reducing. This approach keeps maintenance and upgrade costs down while making the experience smoother for users and administrators alike.
Having Synolia experts audit your CRM means stepping back from your solution and getting concrete recommendations on the changes and uses that will keep it in step with your needs. Our 30 CRM experts support you whether you are upgrading your current solution or migrating to a cloud CRM solution. And to assess the impact and cost of a migration up front, we suggest starting with an audit.
With the audit, Synolia gives you advice and recommendations on the adjustments needed to adapt the tool and its features to your business needs, not the other way around. Would a version upgrade or a license change improve efficiency and adoption among your users?
To answer that question, the audit can highlight:
A CRM audit usually takes 3 to 5 weeks, depending on the size of your organization and the scope of the analysis.
Your Synolia project manager talks with you about how you use your CRM today, business changes that call for a different use of the tool, new elements you want built into the CRM, integration with your digital platform, any friction points… We want to understand your needs in full.
Estimated duration: 1 to 2 weeks Deliverable: summary of the business needs and usage gathered
Our team of technical experts analyzes application performance and reviews your existing custom developments. Are they compatible with the needs defined in the functional audit (new version, cloud, new processes…)? Are they still needed? Do they need to be updated? Do they need to be optimized?
Estimated duration: 1 to 2 weeks Deliverable: detailed technical assessment of custom developments
After both audits, we list the areas for improvement in your CRM solution and estimate the cost of the actions to take. We answer your questions and, when needed, help you prioritize.
Estimated duration: 1 week Deliverable: an audit report and a prioritized, costed roadmap
While the audit methodology stays broadly the same, what we check varies with your CRM solution. Our experts tailor their analysis framework to the functional and technical specifics of each platform.
On HubSpot, the audit focuses in particular on how automation workflows and the sales pipeline are configured, how relevant your lead scoring is and how well marketing and sales teams are synchronized.
Discover HubSpot
On Zendesk, we analyze how ticket flows are organized, how automated your customer support is and how your knowledge base is structured.
Discover Zendesk
On SugarAI, formerly SugarCRM, the audit covers use of the Sell, Market and Serve modules, along with the quality and consistency of customer data across the platform.
Discover SugarAI
Beyond auditing your CRM solution, our team of experts also offers CRM consulting and strategy and CRM integration.
An intelligent, AI-powered CRM, HubSpot helps millions of businesses accelerate their growth.
Sales tools, marketing automation, customer service, operations management and web content management: this all-in-one platform keeps all your customer-facing teams perfectly aligned.
Synolia is a Diamond partner, and our multi-certified experts maintain a close relationship with the vendor.
One of the world’s best customer service solutions, Zendesk lets you quickly roll out high-performing, efficient support.
With its intuitive interface and extensive features, Zendesk boosts customer satisfaction and helps teams thrive. Enhanced with AI, a copilot and analytics tools, the solution delivers an exceptional customer and user experience.
A partner since 2015, Synolia is a go-to expert for deploying and managing Zendesk projects.
SugarAI adapts to the needs of sales, marketing and customer service teams to deliver a personalized customer experience.
With its Sell (sales automation), Market (marketing automation) and Serve (premium customer service) modules, it covers every aspect of customer relationship management throughout the buying journey.
As SugarCRM’s first and longest-standing partner, Synolia earns Elite Partner certification every year.
The cost of an audit depends mainly on the size of your organization, the complexity of your solution and the functional and technical scope to be analyzed. Contact our team for a tailored assessment and a quote that fits your needs.
A CRM audit usually takes 3 to 5 weeks, depending on the agreed scope and the size of your company. It follows three steps: the functional audit (1 to 2 weeks), the technical audit (1 to 2 weeks) and the findings presentation (1 week).
At the end of the audit, you receive:
Bringing in an outside expert like Synolia gives you a neutral, objective assessment. Our 30 CRM experts bring the necessary perspective, a proven methodology and in-depth knowledge of best practices and market solutions (HubSpot, Zendesk, SugarAI) to identify where you can improve.
We recommend auditing your CRM as soon as warning signs appear (falling team adoption, unreliable data, processes handled outside the CRM in spreadsheets) or at key milestones: changing business needs, a version upgrade or a cloud migration project. Regular reviews keep the tool aligned with your goals at all times.
Yes, absolutely. Our certified experts work on all projects, whether or not we handled the initial integration. We analyze your existing setup independently to help you optimize or evolve your solution.
