Your score will help you evaluate your current CRM data plan and define gaps. Understanding how your data and processes rank is paramount to marketing and sales productivity, competitiveness and at the end of the day, determining whether your marketing and sales organization is a profit or loss center.
Here’s a sampling of what the quiz consists of:
Q1: Does your company have a CRM Data-Plan?
A: CRM Data-Plan is a standard format for treating CRM data. If you don’t, this is where you start the entire process. To comply with best practices, your CRM Data-Plan should be centrally stored, accessible by anyone who enters data into your CRM. In essence, the data-plan acts as a single-point-of-truth for your company and how it treats data.
- Yes
- No, but we have one started
- No, but we have discussed the need internally
- No, we are starting from ground zero
Answer just nine questions and be on your way to
greatly improving your CRM’s impact on your bottom line.