CRM Readiness Assessment
Is your team ready to run the CRM you're about to buy?
Most CRM projects don't fail on the software. They fail on what surrounds it: no owner, no plan, no crew. This checks the five things that decide whether a CRM succeeds.
Press 1 to 4 to answer. Your answers save as you go.
0out of 100
Your CRM readiness
How you scored, factor by factor
The steps to close it are in your full report.
Get your full report by email
For each of the five factors: why it matters, what your answers say about it, and the specific steps to close the gap before you commit to a vendor.
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Check your inbox for your factor-by-factor breakdown and the steps to close your gaps. It should arrive within a few minutes.
Send this to your executive sponsor
The person who signs off on the CRM is usually not the one filling in the assessment. Send them your score and factor results in one email.
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The Vendor Capability Matrix we use with clients, with weighted scoring built in.
Get the matrixWhat the assessment measures
The five things that decide whether a CRM succeeds
None of them are features. They're the people, plans and habits around the software, and they're where most CRM projects go wrong.
Executive sponsorship
A named leader who owns the outcome and reviews it on a schedule.
Administration
A dedicated person, in-house or outsourced, who keeps the platform running and changing.
Configuration capability
Knowing what configuring the platform will take, and who has the expertise to do it.
Scope discipline
A focused first phase of must-haves, expanded as the business learns the platform.
Training and documentation
A real training plan, and documentation that survives staff turnover.
Who's behind it
Built from twenty years of CRM projects, good and bad
Mario F. Calisto
Co-Founder and Consulting Partner
Mario led the CRM and MarTech practice at Charles River Associates for ten years and has held IT leadership roles at Blue Cross Blue Shield. The five factors come from his field experience, which he wrote up in why that CRM go-kart is really an F1 race car.
Extensive expertise
Our consultants have been recognized as thought leaders throughout the industry for over two decades.
Cost-competitive
Senior advice at a price that makes sense for a mid-market CRM decision.
Fiercely independent
No software to sell you. Our analysis is independent of every vendor we evaluate.
Related reading
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StrataNorth LLC
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Watertown, MA 02472
Email: LearnMore@StrataNorth.co
Phone: +1 (617) 612-5231