Do we need to change CRM?

Usually not. Most problems we find are architecture and hygiene issues that migrate with you. We will say plainly if the platform genuinely is the constraint, but that is the less common finding.

Can attribution ever be fully accurate?

No. Multi-touch attribution is a model that apportions credit using assumptions, not a measurement. We state which numbers are causal and which are correlational rather than presenting all of them with the same confidence.

How disruptive is this?

The audit itself is read-only. We work from an export, and the team keeps selling throughout.

Diagnostic Engagement

Make Your Revenue Data Defensible Again

When marketing, sales and finance each report a different number, decisions stall. We assess the data model, pipeline definitions and reporting against how the business actually sells, and set out what has to change before anything built on top will hold.

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One agreed definition of a qualified lead and a closed deal
Stage criteria the team can apply consistently
A clear statement of what attribution can and cannot prove today
A remediation plan the team can execute without a migration

Verified client outcome

Legal

How ME Law Achieved 469% Organic Growth and Scaled Client Acquisition Through Digital Transformation

+469%
Google Organic Sessions
+535%
Bing Organic Sessions
+205%
Total Sessions
+23,700%
Key Events

ME Law · Results in 12 months · reported from client analytics

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Data Quality Assessment
Duplication, completeness and field hygiene measured…
Pipeline Definition Review
Whether stages have entry and exit…
Attribution Readiness
What can honestly be connected to…
Reporting Reconciliation
Why the numbers differ between teams,…

Is this your situation?

The forecast is built on data the team privately distrusts

Duplicate records, stages that mean different things to different reps, required fields nobody fills honestly. The symptom is three departments reporting three numbers. The cause is architecture, and it follows you to a new platform if it is not fixed first — which is why replatforming is rarely the right opening move.

Data Quality Assessment
Duplication, completeness and field hygiene measured across the records that actually drive reporting.
Pipeline Definition Review
Whether stages have entry and exit criteria people apply consistently, which is what makes a forecast mean anything.
Attribution Readiness
What can honestly be connected to revenue today, and what would need instrumenting before it could be.
Reporting Reconciliation
Why the numbers differ between teams, traced to the definitions rather than the dashboards.

How we work

A sequence, not a package

01ExtractWe work from a copy of the data rather than assertions about it.
02AssessData model, stage definitions and reporting measured against how the business actually sells.
03ReconcileEach discrepancy traced to its cause, so fixes address the definition rather than the symptom.
04RecommendA remediation plan with an explicit position on whether replatforming is warranted.

Estimate your opportunity

Your numbers, your target. Nothing is assumed on your behalf.

Monthly visitors

Current conversion rate

Average customer value

Target conversion rate

Conversions now

150

At target rate

250

Difference

+100

Annualised value

$3,600,000

Illustrative arithmetic on the figures you entered — not a forecast, a benchmark, or a commitment. What crm & revenue data audit can actually move depends on your starting position.

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Part of the Artlogic growth system

CRM Audit is not a silo

Each pillar compounds the others. Visibility without conversion wastes attention; conversion without authority never gets the chance. We build them as one system.

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What we measure