CRM Assessment: Thinking about a facelift, refresh, or a re-implementation?

Using a Proven Methodology the CRM Evangelist team facilitates step-by-step activities for assessing the State of your CRM and revealing a Roadmap of improvements and decision making

Assessment Summary

There are a lot of reasons to consider a CRM Best Practices Assessment. Some find the assessments helpful because they deployed the Salesforce CRM on their own, or because it was deployed without much expert help. Others consider implementation assessments because there has been a relatively recent change in system administrators or a change in executive or sales leadership. And organizations that have experienced a recent re-organization, acquisition, or merger are frequently in need of a Best Practices Assessment.  Or neglect in continual improvement, user feedback, process changes, or quality of data.

So when your CRM is at risk of becoming stale and irrelevant…

This program helps you return your focus to revenue acceleration and customer care.  We guarantee at least one improvement you can implement yourself.  And a roadmap to optimum business performance.

Quality Deliverable“, CIO, ABF Freight


Free Assessment

Includes:  Stakeholder survey/s, CRM application review, Phone Interview and Presentation of Improvement Candidates.

Schedule Discover Call

CRM Assessment I

Includes:  stakeholder survey/s, CRM application review, data review, a workshop meeting to review current state processes and final meeting to review the deliverable & recommendations.   2 Days consulting.  1 Cloud Emphasis (Sales Cloud, Marketing Cloud, Service Cloud)

$ 3,000

CRM Assessment II

Organizations greater than 1,000 employees or 100 sales and service CRM users.  Above plus CRM Governance best practices.  Gap Analysis.  Competitive bench-marking.  Additional consulting time and stakeholder interviews/workshops.  2 clouds.

$ 7,500

CRM Assessment III

Organizations greater than 5,000 employees or 300 sales and service CRM users.  Call for details.

$ Get Estimate

CRM Best Practices Assessment

Complete the below form to receive information on the Assessment.  We will contact you to schedule a discussion.  And begin your Business Value Assessment.

Free CRM Assessment