Is Your CRM Sitting on a Goldmine?

Find Out What Your CRM Could Be Doing for Your Business

Fixed-Fee CRM Audit from Green Plane Solutions – From £750 DTC BBX

When did your team last use your CRM because they wanted to, rather than because they had to?

Many businesses already have powerful CRM systems, but over time the team starts working around them. Customer information ends up in spreadsheets, inboxes and people’s heads, while valuable CRM features remain unused.

Green Plane Solutions can take a detailed look at your existing CRM and identify what’s working, what’s getting in the way and where you could be getting considerably more value from a system you’re already paying for.

What Could You Be Missing?

Modern CRM systems can potentially help with much more than simply storing contact details.

Your existing system may have opportunities to improve:

Sales follow-ups
Lead scoring and prioritisation
Automated meeting notes
Sales and marketing automation
Pipeline management
Customer data and visibility
Team adoption and everyday use
AI functionality you’re already paying for
Processes that are currently being handled manually

The objective isn’t necessarily to replace your CRM.

It’s to get more from the CRM you already have.

How Does the CRM Audit Work?

1. Green Plane Solutions Looks Under the Bonnet

They’ll review your existing CRM, whether that’s:

2. Receive Your Detailed Report Within 5 Working Days

The audit identifies:

What’s working
What’s broken or underperforming
Why your team may be avoiding the system
Where processes could be improved
AI and automation features you may already have but aren’t using
Opportunities to get more value from your CRM

3. Walk Through the Recommendations

Green Plane Solutions will then take you through the findings in plain English.

You’ll see the quick wins first, followed by the bigger opportunities and recommended improvements.

What Could Your Business Gain?

A better-configured and better-used CRM could help you:

Make it easier for your team to use the system
Reduce reliance on spreadsheets and disconnected information
Improve sales follow-up
Identify which leads deserve attention first
Reduce unnecessary manual administration
Make better use of AI and automation
Improve visibility across your sales activity
Get more value from software you’re already paying for

30 Years of Sales & Marketing Leadership Experience

Green Plane Solutions brings 30 years of Sales and Marketing leadership experience, including extensive experience within enterprise software.

That means the audit isn’t simply looking at your CRM from a technical perspective. It’s looking at whether the system is actually helping your business sell, follow up and manage opportunities effectively.

Your Investment

1–3 User Licences – £750 DTC BBX

4+ User Licences – £1500 DTC BBX

This is a fixed-fee audit, so you know the cost before the work begins.

The Green Plane Solutions Promise

If the report doesn’t identify at least three improvements that you believe are worth more than the audit fee, your BBX payment will be refunded in full.

And you still keep the report.

There’s also no obligation to purchase anything afterwards.

You can:

Implement the recommendations yourself
Give the report to your existing CRM provider
Or ask Green Plane Solutions to help implement the changes

Who Is This For?

This audit could be particularly valuable if:

Your team doesn’t consistently use your CRM
Staff rely heavily on spreadsheets or inboxes
You suspect you’re not using all the features you’re paying for
Your CRM hasn’t been reviewed for several years
Sales follow-ups are inconsistent
You want to explore CRM automation or AI
You need better visibility of your sales pipeline
You’re wondering whether the problem is really the CRM – or how it’s currently being used

You’ve Already Invested in Your CRM. Make Sure It’s Working for You.

Rather than immediately buying another system, find out what your existing CRM could be capable of.

Contact Mike Palman at <mike@thesalesacademy.com or +44 0 7889 115660

Alternatively, contact Rehan at BBX for more information on rehan.burger@bbxworld.com / 0160 434 7733

From £750 BBX | Detailed Report Within 5 Working Days | Money-Back Promise

Your CRM could be sitting on untapped opportunities. It’s time to find them.