Auditing is an important aspect of an organisation’s quality management and compliance process. It is is useful in instances when we need to trail back to the staff member who performed the particular action that resulted in the setback. Additionally a Mobile CRM Audit allows organisations to recognise the triggers that can boost business operations.
Businesses sometimes refrain from conducting audits with the common explanation being they trust their employees. Auditing is not performed when the management’s level of trust decreases. On the other hand, auditing enables businesses to better understand the changes that have taken place and the reason behind these changes. Further analysis of the audit report can help identify redundant business processes and implement strategies to change them.
Mobile CRM Audit
Mobile CRM audit can be defined as the process that helps supervisors and managers better understand how their staff use the mobile CRM system. It helps the managers justify the CRM cost to the company stakeholders; whilst ensuring the employees are taking advantage of the new technology. Based on the results, managers / stakeholders can make necessary changes to their processes to eliminate process bottlenecks thereby increasing staff productivity.
Microsoft Dynamics 365 has an auditing feature that keeps track of all the changes made on records, entities and application data. The auditing information that is collected can be used for reporting and further analysis. By default the auditing functionality is disabled and administrators will need to enable it if they wish to access audit logs.
We have already spoken about how Dynamics 365 increases the efficiency of field workers. Mobile CRM is mostly used by field technicians and the mobile audit functionality in Dynamics 365 helps track GPS location; time spent at the site and all the changes made to the CRM system. Managers can also monitor how many times the mobile app was synced with the corporate CRM system and how efficiently the field workers are performing. They can monitor their field team’s performance in real-time as well as ensure that all the necessary information is collected and recorded in the system.
If you are concerned about the mobile auditing functionality slowing down your CRM system or increasing the workload of your managers; then rest assured. A mobile CRM audit does not affect the performance of your CRM system as all audit logs are stored separately. You can also delete old audit logs that are no longer required. Finally the function allows you to pick and choose the users you wish to audit.
Overall a mobile CRM audit helps review and restrict unauthorised access to company information. Additionally the CRM audit:
- Allows system administrators monitor user activity such as who logs into the system and what type of data was accessed.
- Tracks modifications made on a record.
- Enables businesses to ensure all compliance and regulatory standards are met.
- Gauge the synchronisation changes.
- Helps investigate record deletion or data loss issues.
- Identify the triggers that can help boost business operations.
Auditing provides managers with better understanding of the business; as well as helps minimise the impact of data loss by determining effective policies. While it is not advisable to micromanage your employees; it is important to ensure the company policies are adhered to by each and every employee. Talk to us about executing a mobile CRM audit in your organisation.