← GTM engineering

CRM Check
at a fixed price.

In one to two weeks you know how good your CRM really is, which errors we have already cleaned up and which accounts show buying signals today. Then you decide, with the results on the table, whether setup and operation of the signal engine follow.

Price
€3,000 excl. VAT, fixed
Duration
1–2 weeks
Scope
One CRM up to 20,000 records
Your time
Kickoff, access, results meeting

CRM Check results

Sample data · fictional CRM

  • 58 → 87

    before and after, from completeness, duplicates and freshness

  • 214

    companies and contacts, history preserved

  • 96

    flagged, replacement contacts suggested

  • 17

    replies, website visits, open deals

Fictional values · this is what your report looks like

Data quality score • Duplicates • Job changers • Required fields • Buying committee • Buying signals • Top issues • Fixed price •

What you get

Four results.
No slide deck.

Data quality score

One number for the state of your CRM, before and after. It combines completeness, duplicates and freshness, so you see what the check achieved.

Clean-up done

Duplicates merged, job changers and bounces flagged, contacts matched to their companies, required fields sorted out. Not as a recommendation, but done in your CRM.

Top issues

What is still missing, sorted by effort and impact. For example missing roles in the buying committee, deals without activity or signals nobody captures today.

First signal list

Accounts already showing buying signals today, with the next step for your sales team. You can work through them the day after the results meeting.

See the full sample report →

What we check

Eight places
where accounts disappear.

Each one means a good account sits in the CRM and still nobody calls.

  • Duplicate companies and contacts
  • Contacts without a company, companies without contacts
  • Job changers and bounces
  • Required fields nobody maintains
  • Pipeline stages and deals without activity
  • Are emails, calls and meetings logged?
  • Buying committee roles per target account
  • Signal sources: website, forms, marketing emails, PR, social media posts

Process · 1–2 weeks

From kickoff
to results.

  1. Start

    Kickoff

    Who are your target accounts, what does your pipeline look like, where do accounts get lost today? We sign the data processing agreement and get API access.

  2. Analysis

    Read & measure

    First we only read. That produces the data quality score and a clean-up list you see before any change.

  3. After approval

    Clean up

    What you approve, we implement: merge duplicates without losing history, flag job changers, match contacts, sort out required fields.

  4. Results

    Results meeting

    Score before and after, top issues, first signal list. Plus the quote for setup and operation, in case you want to continue.

Who it is for

Is the check
right for you?

A fit if …

  • you use a CRM
  • at least two people work in sales
  • you sell B2B to a manageable list of target accounts
  • you feel good accounts and deals slip through

Not a fit if …

  • there is no CRM yet (after the questions before the demo we then send you the first steps)
  • one person sells alone
  • you sell to consumers or the mass market
  • you are looking for bought contact lists

The entry point

Ready for
the check?

Before the demo you answer four short questions and pick a time. In 20 minutes we show you the engine and find out whether the CRM Check fits you.

€3,000 excl. VAT · fixed price

For one CRM with up to 20,000 records. Larger? Then we send you a quote up front.

Afterwards you decide whether setup and operation follow. You get the quote for that together with the results.

Book a 20-min demo → What setup and operation cost →
  • Data quality score for your CRM, before and after
  • Clean-up done: duplicates, job changers, required fields
  • Top issues sorted by effort and impact
  • A first list of accounts already showing signals today

Before you ask

Questions about
the CRM Check.

€3,000 excl. VAT at a fixed price for one CRM with up to 20,000 records. The check takes one to two weeks. There are no tool costs on top. Prices for setup and operation are listed on the GTM engineering page.

Fancy
some tacos?

Bring your CRM problem: a 20-minute live demo on video, or over tacos in Fellbach near Stuttgart, on us.

Taco date or video call • Free • No obligation