CRM Readiness Assessment

Is your team ready to run the CRM you're about to buy?

When CRM initiatives struggle, the software is rarely the only problem. Ownership, process, data, scope, administration, training and adoption often determine whether the technology delivers what the business expected.

12 questions, about 3 minutes Instant score, free Full report by email

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.

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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.

Next: compare vendors side by side

Preview of the Vendor Capability Matrix: business requirements scored across three vendors

The Vendor Capability Matrix we use with clients, with weighted scoring built in.

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What the assessment measures

Five critical factors that shape CRM readiness

None of them are features. They're the people, plans and habits around the software, and they're where most CRM projects go wrong.

Planning to use AI in your CRM? These fundamentals matter even more. AI depends on clean data, clear processes, appropriate permissions, governance and disciplined platform ownership.

Executive Alignment & Ownership

Clear objectives, executive sponsorship, governance and decision ownership.

Business Process & Scope Readiness

Defined processes, priorities, requirements, first-phase scope and organizational alignment.

Data & Technology Readiness

Customer data, integrations, source systems, security and technical dependencies.

Platform Ownership & Capability

Administration, configuration, ongoing enhancement and support model.

Adoption & Change Readiness

Training, documentation, communications, process adoption and accountability.

Who's behind it

Built from more than 25 years of CRM experience

Mario F. Calisto

Co-Founder and Consulting Partner

This assessment reflects patterns observed across more than 50 CRM advisory engagements and 280 CRM implementations, spanning early-generation enterprise CRM through today's cloud, automation, analytics and AI-enabled platforms. You can read more in why that CRM go-kart is really an F1 race car.

Deep CRM experience

Our consultants have been recognized as thought leaders throughout the industry for over two decades.

Business-first, not vendor-first

Guidance that serves the business and not vendors.

Independent by design

No software to sell you. Our analysis is independent of every vendor we evaluate.