The right CRM can help to maximise revenue by enhancing marketing and sales processes, and remove bottlenecks and streamline administration to deliver operational excellence and a great customer experience.
If you’ve identified that your organisation needs a CRM or have been tasked with project managing a CRM implementation, it can be a daunting prospect. There are a number of factors that are key to a successful CRM project. Benchmarking where you are today against these factors, understanding where the gaps are, and taking steps to progress your readiness is a valuable exercise before you engage with a CRM Partner.
The QGate CRM Readiness Assessment
Our CRM Readiness Assessment is an online tool that provides a gap analysis of where you are today and where you need to be to progress with your CRM project.
Taking just a few minutes to answer a series of multiple-choice questions will uncover your CRM Readiness score against key success factors:
- Strategy
- Processes
- Features
- Users
- Data and Integrations
- Project
Once completed, you’ll receive a personalised report detailing your results, alongside our recommendations of steps you can take to enhance your score in each of the categories to improve your readiness to commence a CRM implementation.
If you’d like to know more about the QGate approach to CRM projects and how we can help with your digital transformation.
