Question 1: Where are things with your CRM right now?

We don't have a CRM in place yet

We're on HubSpot, but need help making the most of the features

We're weighing HubSpot against another CRM

Question 2: What's slowing your team down most? Select all that apply.

Don't have a CRM set up to optimize sales activity

Sales reps don’t use the CRM

No clear view of the pipeline

Leads sit too long before follow-up

Don’t trust the reporting

Messy or duplicated data

Automations that are broken or missing

Question 3: How is this showing up in the business?

We're losing deals to slow follow-up

We're guessing on associated revenue instead of seeing real numbers

It's frustrating, but we're managing

We need this fixed asap

Question 4: What best describes your role?

Thanks for taking the quiz! Where should we send your results?

We’ll use this to share your results and set up your CRM assessment.

Full Name *

Company Name *

Email *

Phone *

Company Revenue

Anything else about your setup? (optional)

Does your CRM feel like your hardest-working employee?