Is it free?+
The full check-up is free during the beta, with a limited number of spots.
Is my data secure?+
The connection is read-only. Your files are deleted after the analysis. A GDPR data processing agreement covers every full check-up.
What does the full check-up include?+
It reviews your data, pipeline, follow-ups, adoption and CRM configuration. You receive a report, then a 30-minute review call with an IKKI Conseil expert.
My CRM is neither HubSpot nor Creatio. Can you still help?+
Yes. We work from your exports: accounts, contacts, follow-ups and orders. No need to change CRM.
Who fixes the issues afterwards?+
You stay in charge of the fixes. If you wish, IKKI Conseil can support you through a separate engagement.
How do you measure CRM data quality?+
Quality is measured on concrete criteria: duplicate rate, record completeness, valid emails, phone numbers and company IDs, overdue follow-ups and inactive contacts. Datixa checks each of these points and combines them into a quality score, with a prioritized action plan.
What is a HubSpot or Creatio audit?+
It is a full review of your HubSpot or Creatio database: data, pipeline, follow-ups, adoption and configuration. Datixa runs this audit in read-only mode, without changing anything in your CRM, and delivers a report with critical issues and priority actions.
Why does CRM data degrade over time?+
The causes are well known: duplicates created at data entry, poorly prepared migrations, no entry rules, and sales reps who leave behind orphan records. Without regular checks, quality naturally declines and your metrics become unreliable.