CRM Readiness Assessment

Are you ready to successfully perform a CRM software selection?
The readiness assessment below has been created based on decades of first hand experiences and the
continued comments and reinforcement of our community.

Pressure For Change

Clear Vision

Solid Goals

Executive Sponsor- ship

Mgmnt. Early Adoption

Key User Endorse- ments

Broad Involve- ment

Method-ology

Supporting Processes

Incentives

Evaluate and Enhance

Results

No impetus, no action

Fast start, later fizzles

High energy, no purpose

Not strategic, trial project

Lack of commitment

Management vs. Uses

Silo view and redundancies

False starts, aimless

Chaotic experience

Superficial buy-in

No analysis or improvement

Success with lasting change