CRM Top Priorities
Welcome to your CRM Top Priorities Assessment!
This diagnostic will help you better understand the strengths and weaknesses of your team's CRM and revenue management capabilities. It will measure your organization's competencies across eight areas of best practices.
Here are three key guidelines to help you make the most of this resource:
- Answer everything honestly & humbly (nobody is a perfect 10)
- Take your time to prioritize appropriately. Sure this can be done in 4 minutes, but if you’re following the first suggestion it will take longer (but be much more useful)
- Send this resource to other team members you work with to get multiple perspectives