Sample report: CRM Check of Example Works Ltd
Fictional company, fictional values. This is the report you get after the CRM Check: seven sections, from data quality to the recommendation.
- Company
- Example Works Ltd (fictional)
- Industry
- B2B software
- CRM
- HubSpot
- Records
- 8,400
01 · Summary
The CRM of Example Works Ltd has a good base, but the data is not good enough to spot hot accounts. After the clean-up it is.
- Data quality score
- 58 → 87before and after, out of 100
- Accounts with signals
- 17today, with a reason and a next step
- Tier 1 accounts
- 40from the ideal customer profile
- Almost every second contact has no role. Without roles the engine cannot see a buying committee.
- 214 duplicates spread activity across several records, so signals get lost.
- 63% of tier 1 accounts depend on a single contact.
02 · Data quality
| Criterion | Before | After |
|---|---|---|
| Companies with industry and size | 61% | 94% |
| Contacts with a role | 52% | 91% |
| Contacts with a valid email | 83% | 97% |
| Deals with required fields | 55% | 96% |
| Companies with a tier | 0% | 100% |
The score combines completeness, duplicates and freshness.
03 · Duplicates and job changers
-
Duplicates merged214
companies and contacts, history is kept
-
Job changers flagged71
contacts who left the company, replacements suggested
-
Bounces25
flagged and removed from sequences
04 · Buying committee
Of 40 tier 1 accounts, only 15 have more than one contact. These roles are missing most often:
Managing director
22 accounts
Finance / CFO
27 accounts
Head of IT
19 accounts
05 · Accounts with signals
| Account | Signal | Next step |
|---|---|---|
| Example Works Ltd Hot | 3 pricing page visits, reply from CFO | Suggest a meeting → |
| Sample Software Ltd Hot | Hiring a “Head of RevOps” | Add CEO and CFO → |
| Placeholder Retail Warm | Switched e-commerce platform | Send a case for that platform → |
| Demo IT Services Warm | New office announced | Congratulate with a reason → |
| Mock Logistics Ltd Cold | Was hot 34 days ago, quiet since | Re-engage → |
… and 12 more accounts in the full report.
06 · Top fixes
- Set roles from job titlesLow effortHigh impact
- Complete the buying committee for tier 1Medium effortHigh impact
- Enforce required fields in the deal processLow effortMedium impact
- Connect website visits with consentMedium effortMedium impact
07 · Recommendation
Example Works Ltd is ready for the signal engine. Proposed setup:
- Tier 1: 40 accounts, tier 2: 160 accounts from the ideal customer profile
- Signals: website visits, replies, job changes and job ads
- Weekly account review with sales, 30 minutes
The offer for setup and operation comes together with this report.
Fictional values · Example Works Ltd does not exist
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