CRM Reality Check
These are the questions most consultants won't ask because the answers might mean you're not ready for what they're selling. We ask them anyway.
Why Honest Assessment Matters
Most CRM projects fail not because of technology choices but because of misdiagnosis. Teams chase new features when the problem is data quality. They implement AI when the foundation can't support it. They "upgrade" platforms without fixing the behaviors that broke the last one.
Data Model
- → Do your CRM objects match how you actually talk about your business?
- → Can you find a customer's complete history without checking multiple systems?
- → Are your custom fields actually used, or just accumulated over years?
- → When someone new joins, can they understand your CRM structure without tribal knowledge?
Human Usage
- → Do people update the CRM because it helps them, or because they're told to?
- → Are there "workarounds" that everyone knows but nobody documents?
- → How many spreadsheets run parallel to your CRM?
- → When you find bad data, can you trace it to the behavior that created it?
Operational Health
- → Who owns data quality? (If the answer is "everyone," the answer is "no one.")
- → When was your last CRM audit? What changed as a result?
- → How do you know when data quality is degrading?
- → What happens when a new business process needs to be reflected in your CRM?
Intelligence Readiness
- → Can you explain why a deal was won or lost with CRM data alone?
- → Does your CRM capture decisions, or just outcomes?
- → If a key person left tomorrow, how much institutional knowledge would walk out the door?
- → Are your reports useful, or just mandatory?
How to Read Your Answers
Mostly "Yes" with confidence
You may be ready for context graph capabilities. Let's validate that your foundation is as solid as you think, then discuss what's possible.
Mixed answers or uncertainty
You have foundation work to do before advanced capabilities will deliver value. The good news: we can help you prioritize what matters most.
Mostly "No" or uncomfortable silence
This is where we do our best work. Honest acknowledgment is the first step. Let's talk about what a real transformation looks like.
Ready for Honest Assessment?
We don't sell you what you're not ready for. We help you understand where you actually are and what it takes to get where you want to go.