CRM health review · 10 questions

Where does your sales week lose its hours?

Answer ten questions to see where work gets stuck and which three fixes to start with. No email gate. Answers stay in this browser.

What do you run today?

01 · Pipeline

Are your pipeline stages based on concrete buyer commitments (not rep to-dos like «To call» or «Follow up»), with clear exit criteria everyone follows?

02 · Pipeline

Could a new rep open any active deal today and see the decision-maker, deal value, and real buyer status in under 30 seconds without asking the owner?

03 · Proposals

Do standard proposals or quotes go out the same day as the discovery call, pulled from CRM deal data instead of copy-pasting old Word or Excel files?

04 · Proposals

Once a proposal is sent, does your CRM track quote status and trigger a timed review step automatically instead of going dark?

05 · Follow-ups

Does 100% of your active pipeline carry a scheduled next activity with a due date, with zero «orphan» open deals sitting untouched?

06 · Follow-ups

Do reps start each morning from a prioritized CRM call/action queue rather than hunting through Outlook or Gmail threads?

07 · Reporting

Can leadership get the Monday pipeline, stalled-deal risk, and activity snapshot in under 2 minutes without exporting CSVs into Excel?

08 · Reporting

Do sales and leadership trust the CRM forecast numbers enough to run the weekly sales meeting straight off the live screen?

09 · Integrations

Are emails, calendar meetings, and call notes logged automatically to the right contact and deal without manual BCCs or double entry?

10 · Integrations

When a deal is marked Won, does handoff context (scope, contacts, billing/project details) flow cleanly to delivery or invoicing without re-keying?