Keep Your CRM Running at Peak Performance
A CRM that nobody maintains becomes a digital graveyard of bad data. We keep your CRM clean, optimized, and evolving with weekly health checks, data hygiene, and ongoing strategic improvements. Your CRM stays an asset, never a liability.
Facing These Challenges?
CRM Data Quality Degrading
Duplicate contacts, missing fields, outdated information, and inconsistent formatting have turned your CRM into an unreliable mess. Your sales team no longer trusts the data, and reports based on dirty data lead to wrong decisions. Data quality degrades faster than most businesses realize.
No One Managing the CRM
Your CRM was set up months ago but nobody owns it. No one is monitoring usage, cleaning data, or optimizing workflows. Without a dedicated CRM manager, the system slowly deteriorates, adoption drops, and your investment in the platform goes to waste.
Missed Automation Opportunities
Your CRM can do far more than you are using it for. Lead scoring, automated task assignment, deal rotation, and predictive analytics are features sitting unused. Every missed automation is manual work your team does not need to be doing.
Stale Dashboards and Reports
The dashboards that were built during setup no longer reflect your current business needs. Reports show outdated metrics, pipeline stages do not match your process, and nobody looks at the analytics because they are irrelevant. A CRM without useful reporting is just an expensive address book.
Why Choose HTD Solutions?
Weekly Health Checks
Every week we audit your CRM for data quality issues, workflow errors, and optimization opportunities. We catch problems before they compound. Duplicate contacts are merged, stale deals are flagged, and workflow automations are verified to ensure everything runs smoothly.
Data Hygiene Maintenance
We keep your CRM data clean with regular deduplication, field standardization, and inactive contact management. Your sales team can trust that the data they see is accurate and up to date. Clean data means reliable reports and better decisions.
Ongoing Optimization
We continuously improve your CRM setup based on how your team actually uses it. New automation rules, refined pipeline stages, improved lead scoring, and updated workflows keep your CRM evolving with your business. What was right six months ago may not be optimal today.
Monthly Strategy Calls
Every month we review CRM performance, discuss business changes, and plan improvements together. These strategy calls ensure your CRM stays aligned with your sales goals, marketing initiatives, and operational needs. Proactive advice, not just reactive support.
What's Included
Timeline: 2+ weeks for onboarding
What's Included
- CRM Tweaks (user adds, field tweaks, list dedupe)
- Weekly health-checks
- Support within office hours
- Monthly 1-hour optimisation call
- Secure credential management & change log
Available Add-ons
- Additional admin hours
- New automation workflows & lead scoring rules
- Third-party integrations
- 24/7 critical-incident hotline
- Large data migration or bulk imports
Deliverables
Our Process
Onboarding & Audit
Review current CRM, set admin roles, schedule regular reports
Monthly Admin Cycle
Handle tickets, user changes, data cleans, dashboard tweaks
Health-Check & Report
Run data-quality scans, spam-trap cleanup, send PDF summary
Quarterly Optimisation
Live call to review KPIs, propose new automations & fields
Annual Strategy Review
Assess adoption, licence tier fit, long-term roadmap
Frequently Asked Questions
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