How Healthy Is Your CRM?
Your CRM should help you save time, grow faster and make smarter decisions.
But is it doing that for your business or holding you back?
This short health check will show you where your CRM stands today, and what you could do to improve it.
🔍 What You’ll Get
-
A personalised CRM Health Score
-
Clarity on what’s working and what’s not
-
Practical steps to get more value from your CRM
-
Option to download your full results
Takes less than 5 minutes. No jargon. No obligation.
What Most People Ask Before Taking the Quiz
What is the CRM Health Check, really?
This is more than just a quiz. It’s a self-assessment tool designed by CRM consultants to help you uncover gaps in performance, automation, usability, and insight. You’ll get a personalised CRM Health Score and practical tips to get more value from your current system.
Who is this for? Do I need to be technical to understand it?
No tech jargon here. This quiz is made for business leaders, sales managers, operations leads – anyone responsible for growth or processes. Whether you’re using Microsoft Dynamics, Salesforce, or another platform, the questions are straightforward and outcome-focused.
What happens after I complete the quiz?
You’ll see your score right away, along with guidance on what it means. You’ll also have the option to download your results and, if you choose, book a free call with our CRM team to talk through them in more detail. No pressure. Just clarity.
How accurate is the Health Score?
The score is based on real-world CRM benchmarks and expert insights gathered from over a decade of implementations. While it’s not a substitute for a full audit, it’s an excellent first step in understanding how well your CRM is serving your business.
Can I share this with my team or manager?
Absolutely. Many users download the results to use in team discussions or leadership meetings. It’s a great way to build consensus and start a conversation about improving your CRM strategy.
Is this really free? What’s the catch?
Yes, it’s completely free. There’s no catch. We believe in giving value upfront. If the results spark questions or challenges, we’re here to help, but there’s no obligation to book a call or buy anything.