Are you ready to start your CRM Project? Take the CRM Readiness Assessment and find out

The QGate CRM Readiness Assessment is an online tool that provides a gap analysis of where you are today and where you need to be to progress with your CRM project.

The right CRM can help to maximise revenue by enhancing marketing and sales processes, and remove bottlenecks and streamline administration to deliver operational excellence and a great customer experience. 

If you’ve identified that your organisation needs a CRM or have been tasked with project managing a CRM implementation, it can be a daunting prospect. There are a number of factors that are key to a successful CRM project. Benchmarking where you are today against these factors, understanding where the gaps are, and taking steps to progress your readiness is a valuable exercise before you engage with a CRM Partner.

CRM Planning

The QGate CRM Readiness Assessment

Our CRM Readiness Assessment is an online tool that provides a gap analysis of where you are today and where you need to be to progress with your CRM project.

Taking just a few minutes to answer a series of multiple-choice questions will uncover your CRM Readiness score against key success factors:

  • Strategy
  • Processes
  • Features
  • Users
  • Data and Integrations
  • Project
CRM Readiness Assessment

Once completed, you’ll receive a personalised report detailing your results, alongside our recommendations of steps you can take to enhance your score in each of the categories to improve your readiness to commence a CRM implementation.

If you’d like to know more about the QGate approach to CRM projects and how we can help with your digital transformation, please click here.

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