Implementation Readiness Assessment

Ten questions. Your score appears on this page. The written advice, with your weak points named, goes to your inbox.

1. Is your sales process written down somewhere the team can read?
Yes, and it is currentSomething exists, but it is out of dateNo, it lives in people's heads
2. Could two colleagues place the same deal in the same stage without discussing it?
Yes, the criteria are clearMostly, with some grey areasNo, it is a matter of opinion
3. How clean is the data you plan to bring in?
One source, deduplicated, currentOne source, but with duplicates and gapsSeveral sources that disagree
4. Is there one named internal owner for the CRM?
Yes, with time reservedYes, but without free timeNo
5. Can you name the five reports you need on day one?
Yes, we wrote them downWe have a rough ideaNo
6. Will email and calendar be connected to the CRM?
Yes, from day onePlanned for laterNot planned
7. How many fields do you expect reps to fill per deal?
Fewer than tenTen to twentyMore than twenty
8. How many other systems must connect to the CRM?
None beyond mail and calendarOne or two standard toolsAn ERP or a custom system
9. What happened the last time you introduced a new tool?
The team adopted it and still uses itAdoption was partialIt was abandoned
10. How much time can you give the project in the next two months?
A day a week or moreA few hours a weekAlmost none

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