CRM Readiness Assessment - Findmore Solutions

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CRM Readiness Assessment

Discover if your current CRM is driving growth or holding you back

Question 1 of 10

1

How much time do your sales reps spend daily on CRM data entry and maintenance?

Less than 30 minutes - automation handles most tasks 1-2 hours - manageable but could be better 3+ hours - it's consuming too much selling time

2

How integrated is your customer data across different systems?

Fully integrated - all teams see the same real-time data Partially integrated - some systems sync, others don't Siloed - data lives in separate systems

3

How quickly can you generate accurate sales forecasts?

Instantly - real-time dashboards with AI predictions Within a few hours - some manual compilation needed Days or weeks - requires significant manual work

4

How does your CRM performance change as you add more users?

Scales seamlessly - performance stays consistent Some slowdown but manageable Significant performance issues with more users

5

How consistent is the customer experience across all touchpoints?

Highly consistent - everyone has the same customer view Mostly consistent with occasional gaps Inconsistent - customers repeat information frequently

6

How easy is it to add new features or customizations?

Very easy - changes can be made quickly in-house Moderately difficult - requires some external help Very difficult - major projects requiring months

7

How accurate is your sales pipeline and deal forecasting?

Very accurate - typically within 5% of actual results Moderately accurate - usually within 15-20% Often inaccurate - significant variance from forecasts

8

How mobile-friendly is your CRM for field teams?

Excellent - full functionality on mobile devices Basic mobile access - limited functionality Poor mobile experience - desktop only

9

How well does your CRM support automated workflows?

Extensive automation - most processes are automated Some automation - basic workflows in place Minimal automation - mostly manual processes

10

How satisfied is your team with the current CRM system?

Very satisfied - they actively use and recommend it Neutral - they use it but with some complaints Frustrated - frequent complaints and workarounds

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Number of CRM users

="font-size: 1.8rem; font-weight: 600; color: #10B981;">€180k+

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