Prediagnostic Assessment

Select a response from 1 to 5 for each question. The descriptions below provide reference points for scores 1, 3, and 5.

Your details
1 What do you think about the performance of you CRM ?
It takes forever to load and navigate Decent speed, gets the job done Lighting speed! Blazing fast and responsive
2 Is the UI of your CRM system convenient? Do you see all the necessary data at a glance, or do you have to click around a lot ?
Terrible, outdated UI – It´s a nightmare to navigate A bit convenient – We´d like to improve it Good interface – Everything is well-organized and accessible
3 What do you think about the data in your system ?
Lots of duplicates and junk – Empty fields, incorrect picklists, chaos Could be better – Some data quality issues but mostly manageable Structured and clear – Everything is great, data is pristine
4 How accurate are your sales forecasts ?
We don´t use them at all – Forecasting? What´s that? Lighting speed! Blazing fast and responsive
5 Do you use communication directly from Salesforce (sending emails to clients) ?
No, we use Outlook/Gmail – No CRM sync, everything is separate Partially integrated – some emails sync but not consistently Yes, fully integrated – Templates and history all in CRM
6 Are you satisfied with the level of automation in your system ?
No, too much manual work – We enter everything by hand Some automation exists – But we still do a lot manually Yes, everything is automated – The system works like magic
7 What do you think about your sales process ?
Quite basic – Lacks necessary stages to monitor progress Works but needs improvement – Want more automated tips and guidance Everything is great – Our process is optimized perfectly
8 How good are you reports ?
Don´t show needed data – We don´t even use them Need manual cleaning – Lots of work before sharing with management Everything is great – Reports are comprehensive and accurate
9 How would you describe your team´s engagement with the CRM system ?
Low adoption – Teams avoids using it whenever possible Mixed results – Some use it actively, others just do the minimum High engagement – Team actively uses and values the system
10 What do you think about your CRM overall? Are you using its full potential ?
Forced to use it, but it´s painful - Just clicking the same basic button Decent but no Customer 360 – Missing the complete view and advanced features Couldn’t live without it – Maximizing CRM potential as core of sales processes