Customer Relationship Management Assessment Report

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Auditors can use this audit report template to assess and improve their organization’s customer relationship management process.  

In this sample, surveys are conducted to measure customer satisfaction as well as the performance of company personnel. The Tell-Us survey is conducted semiannually, and the member-owner survey is conducted annually. This sample audit found that the responsibilities of the participants in the survey development process are not well-defined and lack consistency. Companies understand that attracting and retaining the right customers while creating and growing mutually beneficial, loyal relationships with those customers are critical components to success. 

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