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CRM READINESS ASSESSMENT SURVEY

1.Strategy - Is there a CRM administrator or data steward responsible for oversight?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
2.Strategy - Are performance metrics defined and tracked (e.g.. login rates, pipeline health)?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
3.Strategy - Are there access controls and data privacy policies?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
4.Strategy - Is there a documented CRM/CI strategy with goals and benchmarks?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
5.People - Do company leaders clearly support a CRM/CI initiative?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
6.People - Is there a change management process in place for new technology adoption?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
7.People - Do end-users understand the value of CRM? Are training plans in place?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
8.Process - Are customer engagement processes clearly defined and documented?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
9.Process - Are there documented handoffs between teams (e.g., marketing → sales → support)?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
10.Process - Are workflows standardized and supported by automation?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
11.Technology - Do you currently have a CRM platform and is it widely used?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
12.Technology - Is your CRM integrated with ERP or marketing systems?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
13.Technology - Can staff access CRM remotely or via mobile devices?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
14.Technology - Do you have IT support for CRM maintenance and enhancement?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
15.Data - Is customer data accurate, complete, and up-to-date?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
16.Data - Are duplicate or fragmented records common?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
17.Data - Are there processes for maintaining and correcting data?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.
18.Data - Can teams access consistent data across systems in real-time?
Very low readiness; no process or awareness.
Initial awareness; informal practices in place.
Moderate readiness; some structured elements.
High readiness; formal processes in place.
Very high readiness; fully optimized and scalable.