Free MS Dynamics Audit from Experts

This audit is an entry offer from kkvision, a CRM, automation and AI agency combining strategic consulting with technical implementation.

Get the most out of your Microsoft Dynamics and find out about your legal security. Register now for our free audit.

Free Check from Experts
Investigation of GDPR compliance
Expert tips for your CRM

Free Dynamics Audit Dynamics Analyse Professional Dynamics Audit

We analyze your Dynamics system thoroughly - free of charge!

We carry out a complete scan of your customer relationship management system and then provide you with tips and potential improvements. We also check compliance with the GDPR. You receive this information completely free of charge.

Would you like to find out where the weak points are in your system and how you can improve your company? Then simply select an appointment in our calendar.

Is our free Dynamics Audit suitable for you?

Our free CRM audit is suitable for companies of all sizes and from all sectors.

Do any of the following points apply to your situation?

Have you recently implemented a new CRM system and would like a professional review?
Have you been using your CRM for some time and want to leverage its full potential?
Would you like to have your current system examined for possible errors?
Are you looking for a well-founded second opinion?
Would you like to check the quality of your data and compliance with the GDPR?

Then our audit is precisely what you need!

Thorough Systemcheck

With our free audit, we subject your CRM system to a comprehensive analysis. We identify strengths, weaknesses and optimization potential. We also check the data quality and compliance with the GDPR. Finally, you will receive detailed recommendations for action and suggestions for improvement.

Dynamics Audit from the expert

We are real experts in dealing with CRM systems. Thanks to our many years of practical experience in customer projects, we not only master the theoretical basics of CRM and marketing automation, but also implement them with technical precision. This means you benefit from valuable expert tips - completely free of charge!

Quality management

High-quality customer relationship management tools such as MS Dynamics are a significant investment that raise high expectations. To ensure that your investment pays off quickly, continuous quality checks are essential. In this way, sources of error and optimization potential can be eliminated and identified at an early stage.

Full use of all options

Microsoft Dynamics is a powerful and versatile tool. However, many of its complex functions remain hidden from most companies. As part of our audit, we uncover unused potential and show you how you can make optimum use of it. This will help you maximize the efficiency of your Dynamics platform.

Our Approach

1. Appointment
2. Kick-off-Meeting
3. Thorough System Check
4. Results Report
5. Follow-Up Discussion (optional)

1. Appointment

The first step is to arrange a free and non-binding kick-off meeting with us by using the contact form below.

2. Kick-off-Meeting

In a short online meeting, we get to know each other and learn more about your current company situation. This lays the foundation for the subsequent audit.

3. Thorough System check

Shortly after our meeting, we will carry out a detailed audit of your system. This will take approximately two working days and will check the following cornerstones, among others:

Configuration, structure, organization
Database
Quality & segmentation of contacts
Lead scoring and personas
Reporting
CMS & automation (if implemented)
Interfaces, workflows and sequences

4. Results Report

Once our audits have been completed, you will receive a detailed experience report. This report breaks down all the aspects examined and shows you any significant anomalies, sources of problems, tips, opportunities for improvement and recommendations for action.

5. Follow-Up Discussion (optional)

If you wish, we can go through the results report together and show you specifically how you can get the best out of your system and which errors need to be eliminated. We are also happy to support you in the subsequent implementation.

What our clients say about us

Michael Safar

Sales Executive - Weissenberg Group

Working with kkvision adds real value to our projects. We greatly appreciate their passion and commitment. kkvision's expertise and versatility have proven themselves time and again. In our experience, solution-oriented and modern ways of working always come first.

Marcus Bolzhauser

Managing Director – Bolzhauser AG

We commissioned kkvision to further develop our marketing automation in the HubSpot environment. We are very satisfied with both the implementation and the collaboration with the project team. We particularly appreciate their consistently solution-oriented approach, high level of professionalism and friendly, respectful manner.

Phil Heimlich

Managing Director – KG Media Factory GmbH

The kkvision team consists of absolute professionals. Their quick availability and highly competent implementation of our requirements made the collaboration much easier. Thank you for your support!

Sandeep Singh

Senior Manager - Bunzl Holding

kkvision provided us with world class knowledge and support. From ideation to launch, Team showed great professionalism and proactiveness. Thanks for amazing support!

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