Assessment
How well is your CRM performing?
Take our free 5-minute assessment to evaluate your CRM setup and get personalized recommendations.
What we'll evaluate
CRM Setup
Evaluate your contact properties, deal stages, and data hygiene.
Marketing Automation
Review your workflows, email sequences, and lead nurturing.
Sales Enablement
Assess your sales tools, sequences, and pipeline management.
Reporting & Analytics
Check your dashboards, attribution, and data visibility.
Total: 20 questions - Approximately 5 minutes to complete
Start your free assessment
- Personalized recommendations based on your answers
- Benchmark against industry best practices
- Identify quick wins and high-impact improvements
- Get a prioritized action plan
Your responses are confidential. No spam, ever.
How it works
1
Answer Questions
Complete our 20-question assessment about your current CRM setup and processes.
2
Get Your Score
Receive an instant score across four key areas with benchmarks against best practices.
3
Review Recommendations
Get a personalized report with prioritized recommendations to improve your CRM ROI.