CRM Maturity Assessment Results
See what your CRM maturity score means and which areas to focus on next to get more value from your CRM.
You’ve completed the CRM Assessment. You’re one step away from your results.
Enter your email to see your CRM maturity score and recommended next steps.
You’ll also get free access to the CRM Growth Playbook, built on 9+ years
of work with technology companies and insights from 160+ Salesforce projects
with real benchmarks, common growth blockers, and practical ways
to improve CRM performance.
of work with technology companies and insights from 160+ Salesforce projects
with real benchmarks, common growth blockers, and practical ways
to improve CRM performance.
Phase 01: Fix the foundations
Your CRM needs a stronger foundation to support growth.
Your answers suggest that customer data, sales processes, and reporting are not yet working consistently. Hence, your teams may still depend on manual input, making it harder to trust CRM data and get a clear view of customers and revenue.
Before investing in advanced automation, AI, or new tools, focus on building a CRM foundation that accounts for your business specifics and reflects day-to-day operations.
20-40
Your score
Your to-do list
1
Create one trusted source of customer and revenue data
- Decide which system is the master record for customers, accounts, contacts, and opportunities.
- Import customer data into CRM and eliminate duplicate records.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Define clear ownership for customer records and revenue data across Sales, Marketing, Customer Success, and Finance.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
2
Create one trusted source of customer and revenue data
- Decide which system is the master record for customers, accounts, contacts, and opportunities.
- Import customer data into CRM and eliminate duplicate records.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Define clear ownership for customer records and revenue data across Sales, Marketing, Customer Success, and Finance.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
3
Create one trusted source of customer and revenue data
- Decide which system is the master record for customers, accounts, contacts, and opportunities.
- Import customer data into CRM and eliminate duplicate records.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Define clear ownership for customer records and revenue data across Sales, Marketing, Customer Success, and Finance.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
1
Create one trusted source of customer and revenue data
- Decide which system is the master record for customers, accounts, contacts, and opportunities.
- Import customer data into CRM and eliminate duplicate records.
- Standardize required fields, naming conventions, and record ownership.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Define clear ownership for customer records and revenue data across Sales, Marketing, Customer Success, and Finance.
- Build dashboards that report revenue, pipeline, and customer metrics from your CRM data rather than spreadsheets.
2
Align the CRM with your sales process
- Map your actual sales process before making CRM changes.
- Review each opportunity stage and remove stages that no longer reflect how deals move through your pipeline.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Define clear entry and exit criteria for every pipeline stage.
- Configure required fields and validation rules so sales reps capture the information needed at each stage.
- Standardize opportunity types, lead sources, products, and forecasting categories.
- Update reports and dashboards to match your sales KPIs, management reporting, and forecasting process.
3
Improve data quality, user adoption, and automation
- Identify incomplete, outdated, and duplicate CRM records, then clean them up.
- Create validation rules to prevent poor-quality data from being entered.
- Reduce manual data entry by automating lead assignment, follow-up tasks, email notifications, approvals, and record updates. We recommend using Salesforce Flow.
- Capture customer interactions automatically using CRM integrations where possible.
- Remove unused fields, page layouts, reports, and automations that create unnecessary complexity.
- Train users on the CRM processes they use every day instead of providing only general CRM user training.
- Monitor user adoption with login history, record completeness, report usage, and dashboard activity, then address areas with low adoption.
1
Connect CRM with your core business systems
- Integrate your CRM with CPQ, ERP, billing, finance, customer support, and project delivery platforms.
- Synchronize customer, product, pricing, order, and invoice data automatically between systems.
- Eliminate manual data transfers, duplicate records, and inconsistent customer information.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Ensure every team works with the same customer and revenue data throughout the customer lifecycle.
2
Expand automation across the customer lifecycle
- Automate lead qualification, opportunity management, approvals, and handoffs between Sales, Customer Success, and Support.
- Trigger tasks, notifications, and follow-up activities based on customer actions and lifecycle milestones.
- Standardize renewal, upsell, onboarding, and customer service workflows. Salesforce Flow is a great tool for that.
- Reduce manual work by automating routine CRM updates and repetitive business processes.
3
Improve forecasting and revenue reporting
- Build dashboards that provide real-time visibility into pipeline, bookings, revenue, renewals, and sales performance.
- Create validation rules to prevent poor-quality data from being entered.
- Standardize forecasting categories and opportunity management across sales teams.
- Connect marketing, sales, and customer success data to measure campaign performance and revenue contribution.
- Remove unused fields, page layouts, reports, and automations that create unnecessary complexity.
- Replace spreadsheet-based reporting with CRM dashboards and automated reports.
4
Turn CRM data into growth opportunities
- Identify customers with upsell, cross-sell, and renewal potential using CRM data and customer engagement history.
- Track customer health, product adoption, and account activity to identify retention risks early.
- Segment customers based on industry, lifecycle stage, revenue, or behavior to support more targeted sales and marketing activities.
- Use CRM insights to prioritize high-value accounts and guide sales and customer success teams toward the next best action.
1
Assess your CRM architecture and technical gaps
- Review your CRM architecture, customizations, integrations, and automation to identify technical debt.
- Identify disconnected processes, duplicate functionality, and manual work that slow down operations
- Prioritize improvements based on business impact, implementation effort, and scalability
- Create a roadmap to simplify your CRM architecture and support future growth.
2
Improve forecasting and revenue management
- Standardize forecasting processes, pipeline management, and renewal tracking across teams.
- Build reports and dashboards that provide real-time visibility into pipeline, renewals, revenue, and customer performance.
- Connect Sales, Customer Success, Finance, and Operations through shared CRM data and reporting.
- Replace manual reporting with automated dashboards that support faster, data-driven decisions.
3
Prepare your CRM for AI and predictive analytics
- Improve data quality, completeness, and governance across customer and revenue records.
- Standardize CRM processes so AI models rely on consistent and reliable data.
- Reduce manual data entry by automating lead assignment, follow-up tasks, email notifications, approvals, and record updates. We recommend using Salesforce Flow.
- Integrate customer data from core business systems to create a complete customer view.
- Capture the customer interactions, activities, and business data needed to support predictive analytics and AI-powered recommendations.
1
Prioritize AI use cases
- Identify repetitive, time-consuming processes that can be automated with Agentforce or Salesforce AI.
- Define business outcomes and success metrics for each AI initiative before implementation
- Prepare the data, permissions, and workflows required to support AI agents.
- Connect your CRM with ERP, marketing automation, support, and finance systems so customer data stays synchronized.
- Start with high-impact use cases such as customer service, sales assistance, case routing, or account research.
2
Make customer data work harder
- Consolidate customer data from the CRM and connected systems into a complete customer view.
- Use customer history, engagement, and transaction data to improve segmentation and personalization.
- Build dashboards that combine sales, service, and marketing data for better business decisions.
- Establish data governance practices to maintain accurate, consistent, and secure customer information.
3
Expand revenue intelligence and automation
- Use CRM data to improve pipeline analysis, forecasting accuracy, and revenue planning.
- Automate opportunity management, renewals, approvals, and customer lifecycle workflows.
- Monitor key sales and customer success metrics with real-time dashboards and alerts.
- Identify upsell, cross-sell, and renewal opportunities using customer activity and revenue data.
4
Scale your Salesforce platform
- Review Salesforce architecture regularly to ensure it supports new products, teams, and business processes.
- Expand integrations with finance, ERP, support, and other business-critical systems as requirements evolve.
- Remove obsolete customizations and simplify automation to reduce maintenance.
- Review platform performance, security, and data quality regularly to support long-term growth.
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TX 76903, United States
354 Stryiska Street, Lwów, Ukraina
ul. Muchoborska 8, Wrocław, Polska
5 Narva mnt, Tallin, Estonia
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