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CRM Assessment Products

Know If Your Sales & Service Teams Are Ready For a CRM — Before You Buy One

Two paths: a free readiness assessment that maps pipeline gaps, data quality, and module fit, or a full CRM Selection Strategy that ends with a clear vendor recommendation and cost model.

  • Start free with a scored CRM Readiness Assessment — pipeline review, data & process gaps, ROI estimate, and module suggestions
  • Move into CRM Selection Strategy when you need requirements, vendor comparison, and implementation cost clarity
  • Every submission opens a tracked CRM lead — free and paid requests are tagged and titled so your team can tell them apart instantly

Where This Fits

Most CRM rollouts fail before adoption sticks — not because the software is wrong, but because the business never mapped its sales process, data quality, and team readiness with enough discipline. These assessment products exist to fix that order of work.

Start with the free CRM Readiness Assessment for a clear picture of where you stand today. When you're ready to shortlist vendors and budget an implementation, the paid CRM Selection Strategy package takes you through requirements, comparison, costing, and a final recommendation.

Choose Your Starting Point

Two Assessments, One Path to the Right CRM Decision

Pick a tier below to see how it works, what you'll receive, and to submit your details.

Free · 3-Day Turnaround

CRM Readiness Assessment

A free, structured snapshot of how ready your sales, marketing, and service teams are for a CRM — covering pipeline fit, data quality gaps, a directional ROI view, and the modules worth prioritizing first.

How It Works
1
Share how you sell & serve customers todayA short form covering your industry, current systems, team size, and the processes that hurt most — pipeline, lead management, customer service, or marketing.
2
We review your sales & service processes & gapsYour answers are mapped against typical CRM process patterns to surface where spreadsheets, siloed inboxes, or manual handoffs are costing you deals and data accuracy.
3
Score readiness & estimate impactWe score readiness across pipeline visibility, data quality, and team adoption, then outline a directional ROI case for fixing the highest-impact gaps.
4
Get your report & module mapWithin 3 business days you receive a scored PDF with process findings, gap analysis, estimated ROI, and suggested modules — plus the option to book a free walkthrough.
What You'll Receive
  • Process Reviews — a plain-English review of how sales, marketing, and service workflows run today and where friction, drop-off, or blind spots show up.
  • Gap Analysis — what's missing between your current tools/processes and a fit-for-purpose CRM operating model.
  • Estimated ROI — a directional view of pipeline, conversion, and retention gains if the priority gaps are addressed.
  • Suggested Apps / Modules — a prioritized module map (e.g. Sales Pipeline, Lead & Marketing Automation, Customer Service, Analytics & Reporting) based on your actual pain points — not a generic checklist.

Start Your Free CRM Readiness Assessment

Takes about 2 minutes

No credit card. Results in 3 business days. A specialist may offer a free walkthrough.

Paid · Full Engagement

CRM Selection Strategy

A comprehensive selection package that turns readiness findings into a defensible vendor choice — with documented requirements, side-by-side comparison, implementation cost modeling, and a clear recommendation.

How It Works
1
Business requirements phaseStakeholder workshops with sales, marketing, and service capture functional, technical, and compliance requirements — prioritized by must-have vs. nice-to-have so the shortlist stays honest.
2
Vendor comparison phaseCandidate platforms are scored against your requirements, industry fit, integration needs, and total cost of ownership — not feature checklists alone.
3
Implementation cost phaseLicensing, implementation, data migration, training, and change-management costs are modeled so finance and leadership can budget with eyes open.
4
Recommendation phaseYou receive a written recommendation with rationale, risk notes, phasing options, and a suggested next-step implementation path.
What You'll Receive
  • Business Requirements — a prioritized requirements pack covering sales process, integrations, reporting, and compliance constraints.
  • Vendor Comparison — a scored side-by-side of shortlisted CRM options mapped to your requirements.
  • Implementation Cost — a cost model covering software, services, migration, training, and ongoing run costs.
  • Recommendation — a clear preferred path with rationale, risks, and a phased rollout suggestion your leadership can act on.

Request CRM Selection Strategy

1 business day response

A Discovery specialist will follow up within 1 business day to confirm scope.

Not sure which one fits?

Talk To Our CRM Assessment Team

If you're unsure whether you need the free readiness check or the full Selection Strategy, a 15-minute conversation will settle it.

Contact Us Start Free Assessment