0/5Over halfway here!
Self-assessment:
Where are you today?
Score each statement from 1 (Strongly Disagree) to 5 (Strongly Agree):
Section A
Data & Systems Foundation
How unified and trusted is your customer data?
0/5
Section B
Sales & Pipeline
How structured and data-driven is your sales motion?
0/5
Section C
Customer Lifecycle
How well do you manage customers after the deal closes?
0/5
Section D
Reporting & Intelligence
How much do leadership decisions rely on your CRM?
0/5
2
.
CRM is integrated with our finance / billing system
Strongly Agree
Strongly Disagree
