With our CRM Check-up by 2PACE, you’ll receive a comprehensive assessment to evaluate, objectively analyze, and unlock the full potential of your system. Much more than a simple technical audit, it’s a strategic and operational approach designed to clarify your usage patterns, identify your bottlenecks, and prioritize your performance drivers. We analyze your business processes, the quality of your data, the relevance of your reporting, the robustness of your architecture, and the alignment of your system with your business objectives, in order to provide you with a clear and shared understanding of your current situation.
Each recommendation serves as a practical tool to help you make informed decisions, simplify your teams’ day-to-day work, and maximize the impact of your CRM on your growth. By combining high standards, transparency, and a pragmatic approach, our Check-up provides you with a solid foundation for transforming your environment into a true driver of sustainable performance.

OFFRE

The Check-up by 2PACE

Through our in-depth analysis, we identify the drivers and barriers within your CRM ecosystem. You can leverage your key strengths, address pain points, and unlock the full potential of your business growth.

With an audit that reveals what’s hidden, unlock your sales potential !

Concentrez-vous sur votre croissance. On s’occupe de la performance.

1 - 360-degree view of your environment

Get a clear overview of your usage patterns, strengths, and areas of risk so you know exactly where to focus your efforts.

Take advantage of objective analyses (data, processes, architecture) to set your priorities based on measurable factors, not on gut feelings.

Align the expectations of the business teams with technical constraints to develop a shared and realistic roadmap.

4 - Better targeted investments

Identify the initiatives with the greatest impact to optimize your budgets, avoid unnecessary projects, and maximize the ROI of your ecosystem.

Simplify your users’ daily tasks, streamline their journeys, and boost adoption to turn your CRM into a powerful driver of sales performance.

BE
CLUTCH.
BE
CLEAR.

our difference sets you apart

Objectivity, clarity, and pragmatism at your service.

1.

An independent perspective on your CRM

We act as a trusted third party, bringing a fresh perspective to your environment. We challenge the status quo, provide an objective assessment of your situation, and highlight what’s truly working and what’s holding you back. You benefit from a fact-based analysis, free from internal biases, enabling you to make confident decisions.

2.

A diagnosis that speaks to the business

We don’t conduct an IT audit; instead, we perform a comprehensive assessment tailored to your business needs. Together, we connect usage patterns, processes, data, and sales performance. The result is a clear overview that is easy to understand for both your business leaders and your technical teams.

3.

A clear, prioritized, actionable roadmap

We turn the assessment into a concrete action plan, prioritized by impact and effort. Each recommendation is linked to a specific business benefit, so you know exactly where to start and what to aim for. You remain in control of your decisions, with a clear and realistic roadmap.

4.

A starting point for sustainable performance

The assessment isn’t a snapshot in time; it’s the starting point of your transformation journey. We help you secure your future IT investments, simplify your teams’ day-to-day work, and evolve your organization at the right pace. You’ll build a more robust, useful, and sustainably high-performing environment.

Responsable administratif et financier “The experts you need for your sales performance projects !

‍Thanks to 2PACE we've been able to implement in just a few month a full version of CPQ that is trully fitted to our high growth challenges. Their expertise in sales performance is a key driver to make the most out of your CPQ project !” H. Vedel InsideBoard Product Manager Salesforce “Parfait, Une collaboration renforcée et une expertise rare sur le marché.


Un travail de co-réalisation, les phases étaient animées et réalisées en 50/50 par nos 2 équipes afin de favoriser notre montée en compétence sur l'outil CPQ. ” N. BENOUMHANI SeLoger Chief Product Officer “Suivi régulier, transparence, écoute et intégrité sont les mots qui caractérisent 2PACE.


Vous vous sentez à l'aise, pris en charge et toujours accompagné, même dans des phases de projet qui peuvent être difficiles à gérer. ” Y. Lechevallier Lengow

How can I tell if I’m making the most of my CRM?

Discover the benefits of the Check-up by 2PACE audit.

THE ISSUES YOU KNOW ALL TOO WELL

  • Unclear CRM Vision
    It’s impossible to say for sure what works, what’s holding things back, and where the risks lie. There’s a lack of clarity regarding usage patterns, data, and processes.

  • Décisions based on intuition
    Decisions about how to move forward are made under pressure from internal demands or based on intuition. You launch initiatives whose actual impact on performance remains uncertain.

  • Unfocused investments
    You invest in projects, features, or licenses without a clear vision. Technical debt piles up, key initiatives get pushed aside, and it becomes difficult to demonstrate the overall ROI of your ecosystem.

  • Gap between field and instance
    The actual workflows of the sales and marketing teams are no longer fully aligned. User frustrations are mounting, and your CRM is no longer fully fulfilling its role as a growth driver.

OUR SOLUTION TAILORED TO YOUR NEEDS

  • Clarity & shared vision
    Structured assessment, mapping of your usage patterns and risks: you finally have a shared, fact-based understanding of your environment.

  • Fact based management
    Objective analyses, key metrics, and benchmarks of your practices enable you to make decisions based on data rather than intuition.

  • Better targeted investments
    A roadmap prioritized by impact and effort, identifying high-ROI projects and areas to deprioritize so you can focus your budget where it really matters.

  • Business & instance alignement
    Align field operations, business needs, and the current setup to help your teams feel comfortable with the tool and boost its adoption in day-to-day use.

FAQ

The Check-up is a comprehensive assessment of your environment: actual usage, processes, data quality, reporting, architecture, and alignment with your business objectives. We analyze your situation, evaluate your current setup, and provide you with a clear overview of your strengths, risks, and priorities for action.

The Check-up is designed for organizations that already use a CRM system and have questions about how well their system is actually performing: sales or marketing management, IT departments, operations teams, or CRM teams. Do you feel like your tool could perform better, but aren’t sure exactly where to start? That’s where we come in.

We begin by defining your context and objectives, then we analyze your environment (configuration, data, processes, reporting, and usage patterns). We consult with your key teams to compare on-the-ground realities with what the platform shows. Finally, we summarize our findings and recommendations in a clear deliverable, which we present to you during a debriefing workshop.

The duration depends on the scope of the project and the number of environments or clouds to be analyzed. Generally, a Check-up takes a few weeks to complete, allowing sufficient time for interviews, analysis, and the development of robust recommendations, without tying up your teams.

An internal audit often focuses on regulatory compliance and your teams’ perspective. Support primarily deals with incidents as they arise. The Check-up, on the other hand, takes a broader view: we combine technical analysis, business insights, and a benchmark of your practices to provide you with a comprehensive, structured, and prioritized roadmap for improvement.

You are completely free to decide what to do next: you can handle the implementation in-house, entrust it to your existing partners, or ask us to assist you with specific projects. Our goal is to ensure that the roadmap is actionable and serves as your guide for the coming months.

Your crm audit with 2PACE

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