REPS Audits, Design, and Customization

We've all heard it: "Garbage in, garbage out." REPS is no different.


The first step to getting valuable analysis on your sales and marketing efforts is making sure your database is set up in a way that makes things easy for the sales team. We will perform a full audit of your database to answer the following questions:


  • Does my team really know how to take advantage of the ways REPS can help them sell?
  • Are we tracking the right data to really understand our efforts?
  • Does our team know the right codes to pick in each situation to give us consistent data?
  • Are we following up with our leads in a timely manner?
  • Are we wasting time and effort collecting the same information in more than one place?
  • Is our data clean? How many duplicate records are in our database?

After our audit, we'll give you a comprehensive report of observations and recommendations. We will address ways that database management can be improved, suggest simplified codes that will streamline the whole process, and will train your team about how they can get more out of the system. We will also make all of the recommended changes, based on your feedback. Please contact us to get started!

Wondering if you're using the current version of REPS and taking advantage of the newest features? Check out our Self-Guided REPS Audit:

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