How healthy is your CRM—really?

Most CRMs aren’t broken—they just make your life harder than it should be.

This quick 2-minute assessment gives you a behind-the-scenes look at how your system is performing—and highlights the areas that could be slowing your team down.

Complete it for personalized insights and actionable next steps.

How confident are you in your CRM data?

I fully trust my data and rarely feel the need to double-check reports.

I often find errors, duplicates, or missing information that slow down my work.

I usually trust my data but occasionally spot inconsistencies that need verification.

How well do your processes match how your team actually works?

Some workflows match the team’s habits, but others require workarounds or extra effort.

Processes are fully aligned with how the team operates day-to-day.

Processes rarely match reality; the team often skips steps or creates their own methods.

How often does your team rely on workarounds or manual steps?

Workarounds are the norm; the system doesn’t support what we need.

Rarely—most processes are automated and easy to follow.

Occasionally, the team must bypass the system or take extra steps.

How often are automations revisited or fixed?

Automations are reliable and rarely need adjustments.

Some automations require frequent tweaks to work correctly.

Automations often break or don’t deliver the expected results.

How many tools are involved in your core processes (intake, tracking, follow-ups)?

Our core processes involve multiple disconnected tools, making tracking difficult.

We rely mostly on Salesforce; a few integrated tools are used efficiently.

Some processes use extra tools, causing occasional confusion or duplication.

When something breaks or goes wrong, how easy is it to figure out why?

Issues are quickly diagnosed and fixed; root causes are easy to trace.

Finding the cause is difficult and often requires guesswork or extra help.

Some issues are straightforward, but complex problems take time to troubleshoot.

How confident are you in your reporting?

Reports are mostly accurate but sometimes require cross-checking.

Reports are reliable, actionable, and reflect reality consistently.

Reports are often misleading, incomplete, or not useful for decisions.

How often does your team collaborate directly in Salesforce vs outside tools?

Most collaboration happens in Salesforce; updates and notes are shared in the system consistently.

Collaboration is split between Salesforce and other tools; some updates are missed or duplicated.

Most collaboration happens outside Salesforce (email, chat, spreadsheets); Salesforce is rarely updated.

Do you know what’s working vs not working in your system?

We rarely know what’s effective; problems are discovered by accident.

We have clear visibility into what’s working and what isn’t.

We have some insight, but it’s incomplete or inconsistent across the system.

When was the last time your system was intentionally reviewed or cleaned up?

Regular reviews and cleanups happen on a consistent schedule.

Reviews happen occasionally, but not enough to keep things fully optimized.

It’s been years since any review; the system is cluttered and outdated.

Almost done—just a few quick details so I can tailor your results.

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