CRM Readiness Assessment

This assessment guides entrepreneurs and C-Level executives in a strategic reflection on the fundamental metrics to analyze before a CRM investment. It evaluates your organization's maturity across 4 critical areas (Sales, Customer Service, Marketing, IT) to ensure a successful implementation and maximize ROI.

What you get with the CRM Assessment:

✓ Governance and organizational readiness evaluation across 4 critical dimensions
✓ Potential ROI analysis and CRM module implementation priorities
✓ Strategic report with risk assessment and identified opportunities
✓ Concrete recommendations to structure ownership and ensure success

Why Assess CRM Readiness?

CRM project success depends more on organization than technology. Our assessment identifies gaps in governance, leadership, processes and change management before investment, enabling you to build the foundations for successful implementation.

Guided CRM Implementation

As a certified Salesforce Partner, we guide you from assessment to go-live. From governance definition to user training, we help organizations maximize CRM value with proven methodologies and international best practices.