CRM Readiness Assessment Tool

Resource Overview

We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.

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Your Problem

You need to figure out whether your business is ready for a CRM program.

Our Solution

We created the CRM Readiness Assessment Tool to help you determine whether your company is ready for a CRM program. Our tool allows you to evaluate CRM readiness across 6 dimensions. This tool also provides you with a visual representation so that the results can be easily communicated with key members of your team.

For background info, read our Executive Summary: Are you Prepared for CRM?

Key Benefits

  • helps you determine whether your company is ready for a CRM program
  • evaluates readiness across 6 dimensions
  • easy-to-use tool
  • save 3 hours
  • provides your team with a visual representation of data

 

Microsoft Excel Spreadsheet

Estimated Time Required: 1 Hour

Skills Required: Excel (Advanced)