How Well Is Your CRM Telling You – CEO Assessment

$85.00

As a CEO You have invested a great deal of time and money into your organization’s CRM software so why does it feel as though the return on that investment is just not there? Are you not seeing the value expected or promises made to:

  • Increase your salespeople’s productivity?
  • Cause an improvement in customer service quality?
  • Drive a tighter integration of sales and marketing?
  • Provide management with better quality pipeline information?

This ten-minute, self-service assessment is a way for you make a quick health check of your CRM system, whether Dynamics 365 or other system. The 12-15 questions will answer how well your CRM is telling you what you need to know and how important those expectations are to you.

Our president, Bob Sullivan, with 30+years experience in the sales, marketing and service areas, will review your responses and provide you his written insights and what corrective actions need to be taken.  He will also schedule a 45-minute call with you to discuss these findings in more detail.

You are not going to be able to improve your CRM without first knowing what is important to you. Why not get started today?

Upon payment you will receive the assessment file and instructions.

Order Your Assessment NOW!

 

SKU: IG-CEO-A21 Category:

Description

This ten-minute, self-service assessment is a way for you make a quick health check of your CRM system, whether Dynamics 365 or other system. The 12-15 questions will answer how well your CRM is telling you what you need to know and how important those expectations are to you.

In completing the assessment, read the questions and decide how well your CRM is telling you by placing and “X” in the selected column.  Continue across the row and decide how important this information is to you. Bob will add his thoughts and schedule a call with you to review the assessment and help you understand corrective actions options.

If you have questions call 330-929-1353 x5224