Optimize Your CRM

Are you struggling to get the most out of your CRM platform? We offer an independent review of your existing architecture and processes. We’ll identify shortcomings and configure the system to save salespeople time and provide management with reliable data for strategic decision-making.

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When is the right time for a CRM audit?

Even robust technological solutions lose their effectiveness without regular review and adaptation to new business processes. We most often conduct audits for companies that encounter the following problems:

HS Service Hub

Low User Adoption

Sales teams view working in the system as an unnecessary administrative burden, bypass established processes, and key sales data remains outside the CRM in personal spreadsheets or emails.
Marketing Automation

Lack of Data Integrity

Duplicate entries, inconsistent records, and inconsistent logic in managing sales opportunities (pipelines) are appearing in the database. Management lacks a reliable data source for accurate forecasting and planning.
Crowdfunding

Low Return on Investment

You pay high licensing fees for advanced tools and premium modules, but in practice, you only use basic contact management without linked automation and integrations.
GA4

Scaling Limits

Your company has grown, introduced new products, or expanded into new markets, but your original CRM configuration no longer aligns with your current business processes and is hindering further growth.

We don't limit ourselves to a single platform

Thanks to our cross-platform experience, we have a detailed understanding of the architecture, strengths, and functional limitations of leading global and local CRM solutions. However, if the audit reveals that your current platform objectively limits your future growth, we’ll prepare an unbiased comparison and recommend the most suitable alternative from both a technological and economic standpoint. We typically work with the following platforms:


HubSpot (1)

HubSpot

A comprehensive CRM platform that integrates marketing, sales, and customer service.
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Salesforce

Salesforce

A top-tier CRM for complex processes, automation, and scalability.
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Freshworks

Freshworks

A well-organized and user-friendly CRM with a strong focus on customer support.
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Pipedrive (1)

Pipedrive

A sales-oriented CRM with a focus on a clear pipeline and team performance.
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Zoho-2

Zoho

A comprehensive suite of enterprise tools in a single ecosystem at an affordable price.
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Microsoft Dynamics (1)

Microsoft Dynamics 365

Powerful CRM and ERP solutions that are tightly integrated with Microsoft tools.
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Monday

Monday.com

A flexible platform for managing processes, projects, and team collaboration.
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Subtract

Copper CRM

A CRM designed to work directly within the Google Workspace environment.
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Odoo (1)

Odoo

A modular, open-source platform that combines CRM, ERP, and other business systems.
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A Step-by-Step Guide to the Audit and Optimization Process

  • 1. Comprehensive technical and data analysis

    We'll map out the current architecture of your CRM. We'll focus on the data model, user role and access rights configurations, sales pipeline logic, data quality and integrity, and the status of existing integrations and automation workflows.

  • 2. Process Audit and Consultation with Key Users

    We analyze how the system is actually used across departments (sales, marketing, customer service). Through targeted interviews, we identify unnecessary administrative tasks, ineffective processes, and missing features.

  • 3. Identification of System Errors

    We synthesize technical findings with the real-world needs of your teams. We identify steps that slow down the sales cycle, manual tasks suitable for immediate automation, and systemic causes of lost sales opportunities.

  • 4. Strategic Report and Remedial Action Plan

    The audit results in a comprehensive management report and a prioritized optimization roadmap. We categorize the proposed steps, ranging from immediate adjustments with a quick impact to strategic architectural changes, including an assessment of the effort required and the expected benefits.

  • 5. Implementation of modifications, automation, and change management

    We don’t just stop at recommendations. We put the proposed solutions into practice—from cleaning up the database and reconfiguring pipelines to creating advanced management dashboards and training your team to ensure high user adoption.

Why FORECOM?

We combine technological expertise with an understanding of business management. We don’t view CRM as an isolated IT tool, but as a key enterprise system that must generate measurable business results and support the company’s sustainable growth.

50+

Freelancers in 8 countries

50+

Clients in 10 countries

10+

Years of experience in growing both technical and sales teams

Gain maximum control over your business data and processes

Schedule an initial, no-obligation consultation with us. Together, we’ll assess the status of your current solution and discuss how an independent audit can improve the efficiency of your sales department.

References

  • Petr Lemoch

    Marketing Director, Yieldigo

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    Judging by my experience so far, I am convinced that there are not many marketers on the market who are so strongly focused on real business results. Lukas and his Forecom are proof of that. Lukáš himself is not only a great strategist, but also an expert who knows exactly how important it is to properly link marketing and sales and what to focus on when you need to generate valuable leads. He has helped us not only jumpstart our performance marketing, but actually get it to a solid level on a minimal budget. He quickly grasped our current opportunities, innovatively grasped our inbound and was able to combine it with the traditional outbound approach typical of B2B SaaS enterprise companies of our type. His intimate knowledge of HubSpot is a huge advantage. With Lukas as a growth marketing expert in place, I can be sure that thanks to his sales overlaps, complexity in thinking, broad insight into new trends and last but not least his empathy and ease in communication, we are well on our way to further successes together.

  • Ondrej Maca

    Director, IT & RevOps Infrastructure, GoodData

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    Forecom has helped GoodData with complex migration from Marketo to HubSpot including integrations with Salesforce and many other Sales & Marketing tools. They were a great partner during the initial project and continue providing excellent services in the management of daily business activities and have always been very flexible, delivered on time and as requested. Overall, it is a pleasure to work with them and we will continue our cooperation.

  • Gulzada Anvarbekova

    Marketing Manager, Parloa

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    Forecom was introduced to our processes through the implementation project of HubSpot as our Marketing Engagement platform. They have a greate expertise in implementing HubSpot and designing the processes in integration with Salesforce. Their expertise was essential to the progress. We appreciated the quick support and going extra mile in cross-functional operations and close collaboration with RevOps. Eventually, Forecom became our true partner supporting MarOps being included to many internal projects. Additionally, it is a personal pleasure to work with all the Forecom consultants and mainly Lukas who is always here to have our backs and provide a very personalize approach. I would recommend working with Forecome!

  • Petr Markovič

    CMO, emclient.com

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    I had the opportunity to work with Lukáš on my projects. I highly recommend - Lukáš is an e-commerce expert. PS. I am waiting for a new opportunity to cooperate!

  • Tomáš Kasalický

    Project Manager, ROIVenue

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    We worked with Forecom to migrate 2 HubSpots into one account that would preserve the functionality of both. The collaboration was very comfortable because they came up with their own solution and carried it out within (tight) deadlines, whole keeping in mind our already established processes. They ensured a smooth transition where team members were able to fully use their current HubSpots until the last day before the migration and from the second day onwards started using one common HubSpot without any negative impact on their workflow. We were very pleased with the activities they provided and can recommend working with them.

  • Milan Pichlík

    CEO, affiliateagency.cz

    Affiliateagency

    Lukáš Lískovec helped us a lot and solved the things we had trouble with. He is a professional and a great person.

  • Martin Šůs

    Marketing Specialist, Revolgy

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    We are working with Forecom mainly on modifications to our website, but also on general marketing cooperation such as improving SEO or generally setting up processes in HubSpot between marketing and sales. Even though the website was not made by Forecom but by another company they are very quickly able to find a solution to any problem or incorporate our ideas. The cooperation with them is really great. They never deal with unnecessary things, communication is always direct and the work is always done on time and as agreed. We highly recommend Forecom to everyone.

  • Jan Tkáč

    CEO, Ave Soft

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    I worked very well with Lukáš Lískovec, mainly thanks to his comprehensive know-how in the field of digital marketing combined with very good analytical thinking. Lukáš also has a great overview of all possible technologies and thanks to that he is able to advise his clients correctly which technology to use.

  • Marek Hozák

    Head of Marketing, Appmixer

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    We started working with Forecom during the process of migrating all data from ActiveCampaign to HubSpot. Not only did we need to move all of our data, but we also needed to optimize our existing marketing and sales processes. Forecom has been a great partner along the way, helping us focus on what's really important and ultimately achieve our marketing and sales goals. We highly recommend them!

  • Jiří Biskup

    Website Coordinator, Europass

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    Lukáš prepared an analysis of the competition for us, which became one of the bases for our marketing plan. He always responded immediately and kept everything we agreed on. 

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Do you like our approach and want to grow with us?
We'd love to discuss it with you.