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The Strategic CRM Platform Assessment™

Is Your CRM Driving the Results You Need?

 

While RevOps promises to unite sales, marketing and customer success, there is a critical component most organizations overlook: the foundation of all revenue-driving activities—your CRM.

Today's high-performing companies know a secret: a CRM isn't just for storing data, it's a powerful engine that can accelerate growth and deliver measurable results.

Yet far too many organizations are blind to the hidden gaps and inefficiencies that don’t just slow you down, they actively undermine your ability to drive growth.

See where you stack up and learn how to transform your CRM into a powerful growth engine. 

CRM Assessment

The Impacts of Ineffective CRM

Ineffective CRM usage isn't just a technical inconvenience—it's actively damaging your business performance.

When your CRM fails to provide accurate data and insights, sales teams waste time on manual tasks, miss crucial opportunities, and lose deals they should win.

Poor CRM implementation leads to disconnected customer interactions, forecasting errors, and revenue leakage that can cost organizations 15-37% in lost growth potential. Without proper CRM alignment, you're making strategic decisions based on incomplete or inaccurate information.

19%
drag on growth (SiriusDecisions)

33%
increase in CAC per year (Profitwell)

 

15%
drag on profitability(SiriusDecisions)

98%
of MQLs never result in a sale (Forrester)

 

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Episode 23: A CRM is Only as Good as Its Configuration 

Challenges We Address

The challenges of CRM implementation and optimization are common, and we see them every day. From businesses struggling to choose the right CRM to those unsure if their current system is truly serving their needs, these scenarios are all too familiar.

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You’re not currently using a full-functioning CRM, and you know you need to add a strong one.

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You’re using a CRM but it’s not driving the desired results. You aren't sure if success requires changing it.

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You’re using a CRM but know it’s not the right one. You need confidence that your next choice will support—not hinder—your growth trajectory.

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Your CRM works but you know it could be driving better results. You want to optimize your existing platform to reach its full potential.

Do any of these sound like you? Schedule a time to discuss how The Strategic CRM AssessmentTM can help you adjust your strategy today.

What does a CRM Assessment Look Like?

A CRM assessment should provide clarity, direction, and actionable insights to ensure your system is configured for growth. That’s why we take a holistic approach, evaluating your technology, processes, data, and alignment with your go-to-market strategy. 

Through in-depth analysis, stakeholder interviews, and performance benchmarking, we identify gaps, uncover opportunities, and provide a clear roadmap for optimization—whether that means improving your current system or selecting the right CRM for your needs. 

Our goal is simple: to ensure your CRM empowers your team, enhances efficiency, and accelerates revenue growth.

Key Outcomes:

Have the tools you need to accelerate performance
Identify and address holes in your CRM configuration
Gain insights to help you allocate resources efficiently
Improve sales, marketing and service performance

Other CRM Resouces

Get More Info

Want to schedule a call or still aren't sure if The Strategic CRM AssessmentTM is the right step for you? Request more information from a CRM expert today.