$198k
In certifications about to lapse
412 certified graduates expire in the next 6 months. None of them has a renewal reminder or a renewal deal in CRM.
Source: CRM Contacts (cert. date), Deals
Free full audit · Zoho CRM + Books + Survey
Clearpoint Learning: CRM audit and ranked fix list
61/100
CRM health score
$186k
Estimated revenue recoverable in 12 months
12,460
Learner, client and invoice records reviewed
7
Fixes, ranked by revenue
Where the score comes from
Each area is scored from 0 to 100 against what we see in well-run Zoho setups at training firms of a similar size. Renewals and learner data are where most of the revenue is leaking.
Learner data quality48
Certification and renewals39
CRM and Books match57
Automation and workflows64
Reporting by program70
Outreach and follow-up88
What we found
Three findings account for 84% of the recoverable revenue.
38
Corporate clients not rebooked
Companies that ran a cohort 12 to 24 months ago and have had no proposal since. Most of them rated the program 4.5 or higher.
Source: CRM Accounts, Deals, Zoho Survey
2,870
Duplicate learner records
The same person is created again for every course. 61% of learners are not linked to their employer, so you can't see which companies send the most people.
Source: CRM Contacts, Accounts
Ranked fix list
Ranked by estimated 12-month revenue impact. Estimates use your own numbers: a $480 renewal, a $9,800 average corporate cohort and a 27% win rate.
| # | Fix | 12-month value |
|---|---|---|
| 1 | Start a renewal cadence for expiring certifications Reminders at 90, 30 and 7 days with a one-click renewal link. 40% of the 412 renew. | $79,000 |
| 2 | Win back the 38 corporate clients A personal check-in with their own cohort results and a proposal for the next level. 6 rebook. | $59,000 |
| 3 | One record per learner, linked to their company Merge 2,870 duplicates and attach learners to employers, so every account shows its full training history. | $18,000 |
| 4 | Reply to webinar sign-ups the same day Corporate sign-ups wait 2 days today. Route them to sales instantly by company size. | $14,000 |
| 5 | Connect Books invoices to cohorts 54 workshop invoices have no deal in CRM, so program revenue and repeat buyers are invisible. | $9,000 |
| 6 | Turn course feedback into referrals Learners who score 9 or 10 get a testimonial and referral request automatically. | $5,000 |
| 7 | See revenue by program and facilitator A Zoho Analytics dashboard showing which programs and facilitators earn rebookings. | $2,000 |
| Total estimated value | $186,000 |
Suggested 90-day plan
Data integrity comes first. Everything after it depends on it.
Days 1 to 30: Clean
- Merge duplicate learners
- Link learners to companies
- Start the renewal cadence
Days 31 to 60: Connect
- Corporate win-back
- Books to CRM sync by cohort
- Webinar lead routing
Days 61 to 90: Measure
- Feedback to referral loop
- Revenue by program dashboard
- Review results together
How the audit works
Your data stays yours
- You approve read-only access through Zoho's own sign-in. We never see your password.
- Nothing in your CRM, Books or Survey is changed, and learner data is never shared.
- Access is removed automatically after 14 days, or sooner if you ask.
How the numbers are estimated
- Values use your own renewal price, cohort value, win rate and invoice history.
- Each estimate is checked by a person before the report is sent.
- They are estimates, not guarantees. We track the real results with you after each fix.
Want this for your own Zoho?
The full audit is free. We read your real CRM, Books and learner data, send you a ranked fix list like this one, and walk you through it in a 30-minute call.