A CRM customisation best practices audit reviews your CRM solution to identify potential issues with your deployment. We provide an objective view of your solution to ensure your business processes integrate seamlessly with your new software. This minimises future issues that may have impacted your business functions and productivity. We aim to ensure not only that your solution works now, but that it also works efficiently in the years to come.  

We recommend using a best practices audit during the UAT phase to validate the configuration before go-live.



Assessment can be carried out on site or partly-remote. The assessment period will include a user review workshop to discover any user front-end issues. The assessment will also investigate code level customisation, SSRS reports and third party integration.


  • Customisation
    • UI layout
    • Search configuration
    • Business process alignment
    • Redundant relationships and fields
  • Data Management
    • Audit history
    • Security roles
  • Performance optimisation
  • User experience via user interviews
  • Licensing optimisation
  • Non supported/upgradable customisation
  • Integrations and other third party application



The report will feature important information about your on CRM deployment and the implications of it, including:


  • Deployment and usage summary
  • Application purposes
  • Application architecture diagram
  • Knowledge transfer of issue found
  • Recommendation plan



Implementation Type Duration Cost
Out of the box implementation with Limited customisation (5) 2 weeks $1,500
Implementation with customisation and custom development (6) 3 weeks $3,500
Custom development with third party integration 4-6 weeks POA
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5. Less than 5 CRM Entities, 2 Custom Reports, 2 Plugins and 4 JavaScript files

6. Less than 10 CRM Entities, 5 Custom Reports, 5 Plugins and 10 JavaScript files