CRM Top Priorities Assessment

Step1

Step2

Select your organization's size.

2-10

2-10
11-50
51-200
200+

Company Size

Enter the email address where you want to receive a copy of your results.

We do not have all of our prospecting data in one place.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We do not have all of our customer data in one place.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We have too many salespeople not hitting quota.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We sometimes struggle to effectively manage a remote team.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We are frustrated with lack of analytics or reporting and inability to generate insights to grow sales and increase customer lifetime value.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We miss opportunities to share best practices from top performers with the rest of the team

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We do not follow a consistent sales process across the organization.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We are not squeezing enough value out of our CRM to make it worth the investment.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We are concerned about the number of mistakes our sales or support teams regularly make.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

We are aggravated by the amount of manual data entry and duplicate or junk data in our CRM.

N/A or Rarely a Concern

Sometimes a Concern

Often a Concern

Serious Concern, Must Fix

In summary, our main goals related to CRM are...

CRM Top Priorities Assessment

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