Strategic Resource

CRM Readiness Checklist

Find out if your team has outgrown spreadsheets, inboxes and memory.

CHECK YOUR PROCESS

Is your team ready for a CRM?

Check what happens consistently in your business. What remains unchecked shows where to start.

0 / 5 steps in place

I can find each customer's history in one placeNo need to search several inboxes or ask again.I can see the stage of each opportunityIt is clear whether it needs a reply, quote, appointment or follow-up.My team knows the next stepEvery opportunity has an owner and a task.A teammate can pick up a conversationContext stays available when ownership changes.I review opportunities that have stalledThere is a regular way to catch missed follow-up.

YOUR NEXT STEP

Start with this step: I can find each customer's history in one place

Review it with Trivu

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CRM Readiness Checklist

Is your team ready for a CRM?

We can help you apply the result.

Tell us what you need.