Data type

Sales and CRM

Deal history and the reasons behind wins and losses. This is often the clearest record of how a business decides.

What it can include

  • Deal history
  • Call notes
  • Won and lost reasons
  • Account activity

What we check first

  • Contact detailsCRM records are full of personal information. This needs its own review.
  • Customer confidentialityPricing and contract terms with customers are often restricted.
  • Data qualityRecords with consistent stages and notes are easier to assess.

Run a CRM?

Tell us which CRM you use and how long the deal history goes back.

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