Request a Free CRM Audit

Maximize and Optimize your CRM Investment

The ROOT3 Marketing & Business Development team specializes in B2B Healthcare organizations, and can assist organizations in maximizing the value of their CRM by driving utilization, identifying areas of opportunity and developing full-funnel strategies that convert.

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The FREE CRM audit takes about two weeks to complete. The ROOT3 Digital team will assess the current CRM then share a full report of findings that will identify opportunities.

Certified Pardot Specialist | Salesforce

This free CRM audits the following:

Campaign Performance

Data Integrity

Funnel Strategy

Utilization and Consent

Reports and KPIs

A CRM audit can increase top-line revenue and decrease bottom-line costs. As Part of the CRM Audit, the ROOT3 Digital Team will Provide Recommendations on the Following:

Subscription Costs

Conversion Rates

Lead Quality

Funnel Gaps

Audience Engagements

Marketing Performance

Tech-Stack (re)alignment


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