Appendix C. Self-Assessments

Some simple methods are available to help your organization determine its readiness for CRM. You can work through these assessments in a group or team meeting or compile the results of a number of interviews or questionnaires that have been completed by various constituents.

As a first step, though, just fill them out yourself. Because you've read this book, you undoubtedly are familiar with your company's current CRM state. These tools will give you a quick benchmark for how likely it is that your company is really ready for CRM.