CRM Readiness Assessment Tool

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)