CRM Readiness
Where does your CRM stand today?
Ten quick questions. You'll see where your CRM stands, where to start, and an honest recommendation on whether to do it yourself or bring in an expert.
Takes about three minutes.
What the quiz looks at
Five stages of a CRM that actually gets used.
- Goals. Does everyone agree on what the CRM is for, and does leadership back it?
- Platform. Is the choice tied to those goals?
- Data. Is your information clean, consistent and in one place?
- Rollout. Will people actually use it, and keep using it?
- Workflow habits. Do simple checkpoints keep the data healthy over time?
Plus two questions about time and experience. A CRM rollout isn't a weekend project: it takes systems thinking and protected time, so a good plan only works if someone has the room and the know-how to carry it.
Questions
About the CRM readiness quiz
What does the CRM readiness quiz measure?
It scores five stages of a successful CRM: clear goals, platform selection, clean data, rollout and adoption, and the workflow habits that keep data healthy. Two extra questions look at the time and the systems experience you have for the work. Those aren't part of your score, but they shape the recommendation on who should lead it.
Who is the quiz for?
Professional services firms of any size, from solo owners to firms with a hundred or more people. It works especially well for architecture, engineering, construction and commercial real estate firms. Your first answer tailors the questions to a one-person firm or a larger team.
Do I need to have a CRM already?
No. It works whether you're still comparing options, setting one up, or trying to get more out of a CRM you already have.
How long does it take?
About three minutes. There are ten multiple-choice questions, and your results appear right away.
Is it free?
Yes. You see your results on the page without signing up. If you'd like a written copy of your results, you can add your email at the end.
What do I get at the end?
A plain-language result, a quick look at how each stage stands, the one place to start, and an honest recommendation on who should lead it, whether that's doing it yourself with the kit or having Clarigo lead it.