Automation & Strategic Alignment

Evaluate your workflow automation, strategic alignment, and the overall impact of your revenue challenges.

Evaluate how effectively you automate tasks and workflows

We lack sufficient automation of repetitive tasks and workflows to reduce manual effort and increase accuracy. *

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

When reps get behind or overwhelmed, they don't have a clear system to get back on track with their priorities. *

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

We don't provide ongoing support and training to ensure team members can effectively use our revenue systems. *

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

Our team struggles with connecting our CRM to other essential tools (email, calendars, marketing automation, etc.). *

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

Ready