CRM Checkup – CRM Checkup

Our CRM Checkup is a quick and easy way to assess the health of your current system. In just a few minutes, you’ll gain valuable insights into how well your CRM is working for your business and what steps you can take to make it even better.

How many of your team members actively use the CRM?*

90-100%

70-89%

50-69%

Less than 50%

How often is your CRM updated with new information?*

Daily

Weekly

Monthly

Rarely/Never

Do all relevant departments (e.g., Sales, Marketing, Customer Support) use the CRM?*

Yes, all departments use it extensively.

Most departments use it.

Some departments use it.

Only one department uses it.

Does your CRM integrate with other key systems (e.g., email, marketing automation, accounting)?*

Yes, it integrates seamlessly.

It integrates with most systems.

It integrates with a few systems.

It doesn’t integrate well or at all.

How easy is it to generate reports and insights from your CRM?*

Very easy

Fairly easy

Difficult

We rarely generate reports

Does your CRM offer automation features (e.g., automated follow-ups, task assignments)?*

Yes, we use automation extensively.

It offers automation, but we don’t use it much.

It offers basic automation features.

It doesn’t offer automation.

How accurate and up-to-date is the data in your CRM?*

Very accurate and current

Mostly accurate with some outdated data

Somewhat accurate, but many gaps exist

Inaccurate and outdated

Do you have processes in place to clean and maintain your CRM data?*

Yes, we have regular data maintenance processes.

We clean data occasionally.

We only clean data when problems arise.

We don’t have any data maintenance processes.

How well does your CRM support data security and compliance needs (e.g., GDPR)?*

Very well

Adequately

Somewhat

Poorly or not at all

Do you have access to CRM support when needed?*

Yes, we have excellent support.

Support is available, but not always timely.

Support is limited or difficult to access.

We have little to no support.

How effective is the training provided for CRM users?*

Very effective, ongoing training is available.

Effective, but training is limited.

Training is provided, but not very effective.

Little to no training is available.

Do you have a dedicated person or team managing your CRM?*

Yes, we have a dedicated team/person.

We have someone responsible, but it’s not their primary role.

CRM management is shared among several people.

No one is specifically responsible.

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Score

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CRM Chekup