Assess whether your organization is ready for CRM implementation, refresh or adoption reset.

CRM Readiness Check

This is a practical directional diagnostic. It is not a certification, empanelment, audit or binding qualification. Use the score to decide whether to run a workshop, diagnostic or roadmap exercise.

Business process clarity

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

1. Are lead, opportunity, ticket and customer workflows documented?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

2. Are stage definitions, SLAs and ownership rules clear?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

3. Are exceptions and approvals defined?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Data readiness

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

4. Are account, contact, lead and activity data reliable?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

5. Are duplicate, missing and outdated records being controlled?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

6. Is there a migration and cleansing approach?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Role and adoption model

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

7. Are user personas and responsibilities defined?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

8. Are daily usage expectations clear for every role?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

9. Are managers ready to review CRM usage?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Dashboards and reporting

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

10. Are leadership dashboards specified?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

11. Are sales, service, finance and delivery reports aligned?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

12. Are KPIs tied to business decisions?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Integration and support

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

13. Are email, telephony, WhatsApp, forms, ERP or finance integrations mapped?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

14. Is support ownership defined post rollout?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

15. Is there a continuous improvement mechanism?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable