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Is Your CRM Holding You Back? Discover What’s Working and What’s Not with Our Free CRM Self-Assessment Tool!

Start Your CRM Self-Assessment Now!

YOUR ORGANIZATIONAL SCORE

The CRM Self-Assessment is a quick and powerful way to evaluate how well your business leverages its CRM system across six critical categories: Strategy, People, Process, Technology, Data, and Execution.

You’ll answer a series of questions on your organization’s current CRM and business processes. From the results of the assessment, you will be guided with valuable content and next steps towards meaningful transformation.

The Six CRM Success Components

To make your CRM work for your business, it must excel in six key areas. These components provide a comprehensive framework for evaluating and improving how your CRM supports your goals and operations.

A successful CRM starts with a clear strategy. Does your CRM align with your business objectives, customer journey, and growth goals? A strong strategy ensures that your CRM is more than just a tool—it’s a core driver of your business success.

Questions to Reflect On:

  • Do you have clear goals for your CRM system?
  • Is your CRM strategy adaptable as your business evolves?

A successful CRM starts with a clear strategy. Does your CRM align with your business objectives, customer journey, and growth goals? A strong strategy ensures that your CRM is more than just a tool-it’s a core driver of your business success.

Questions to Reflect On:

  • Have you provided the necessary training for your team?
  • Are roles and responsibilities clearly defined within your CRM?

A successful CRM starts with a clear strategy. Does your CRM align with your business objectives, customer journey, and growth goals? A strong strategy ensures that your CRM is more than just a tool—it’s a core driver of your business success.

Questions to Reflect On:

  • Do you have clear workflows for capturing and following up on leads?
  • Are your sales and customer service processes aligned within your CRM?

A successful CRM starts with a clear strategy. Does your CRM align with your business objectives, customer journey, and growth goals? A strong strategy ensures that your CRM is more than just a tool-it’s a core driver of your business success.

Questions to Reflect On:

  • Have you provided the necessary training for your team?
  • Are roles and responsibilities clearly defined within your CRM?

A successful CRM starts with a clear strategy. Does your CRM align with your business objectives, customer journey, and growth goals? A strong strategy ensures that your CRM is more than just a tool—it’s a core driver of your business success.

Questions to Reflect On:

  • Do you have clear workflows for capturing and following up on leads?
  • Are your sales and customer service processes aligned within your CRM?

A successful CRM starts with a clear strategy. Does your CRM align with your business objectives, customer journey, and growth goals? A strong strategy ensures that your CRM is more than just a tool-it’s a core driver of your business success.

Questions to Reflect On:

  • Have you provided the necessary training for your team?
  • Are roles and responsibilities clearly defined within your CRM?
Get Your Score

Identify & Understand

Identify and understand your:

Strengths

Weaknesses

Biggest problems

Issue priorities

Options for solutions

Improve

See your results in real-time with personalized recommendations for improvement then follow your roadmap to improve component strength through:

Recommended reading

Video content

Downloadable tools

then reassess every 3-6 months to gauge your progress

Your journey from CRM to Revenue Engine starts here!

Know Your Score
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