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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