Free diagnostic
A 10-question self-assessment of CRM operating health. It works without sending your answers to Raeburn.
Current self-assessment score
0/100
Early-stage controls
0 of 10 questions answered. This is a self-assessment, not certification or independent assurance.
Duplicate, incomplete and stale records are measured and actively managed.
Critical CRM fields and processes have named business owners.
Actual user adoption is measured rather than inferred from licence count.
Manual re-keying and spreadsheet workarounds are documented and prioritised.
Automations have owners, error handling and monitoring.
Material integrations and data flows are documented.
Management reports use defined metrics and trusted source fields.
Roles, privileges and inactive users are reviewed periodically.
Configuration changes are tested and documented before production use.
CRM cost and operational value are reviewed against measurable outcomes.