CRM readiness assessment

How do you determine the initial situation of your company at the beginning of your CRM initiative?

How do you determine weak points and derive the corresponding focuses of your CRM initiative?

CRM Readiness Assessment arose from the recognition that the success of CRM is particularly dependent on the degree to which the company, its employees, culture and organisation are oriented towards CRM. The better the company is prepared and the more it has already reached an appropriate level of maturity, the more successfully CRM can be introduced and operated. This level of maturity can be measured above all by how precisely management and employees have formulated their assessments and expectations regarding their CRM concept, i.e.:

• What importance for the success of the company do they attribute to individual CRM-relevant business processes (Importance: how important are which CRM-relevant processes?).
• How do they evaluate the previous carrying-out of CRM-relevant business processes (Performance: how well do CRM processes run now?).
• How precisely have they formulated their expectations of CRM software, regarding its capacity to change business processes positively (Expectations: what do I expect from CRM software / technology?).

The Solution From Sensix

The method of readiness assessment supports the formation of the CRM vision in the company, by ascertaining the procedural and organisational strengths and weaknesses in a structured way as well as making transparent the expectations of all employees in all functions within the company regarding CRM.

• management interviews in preparation of electronic questionnaire adapted to the specific company
• all CRM-relevant departments and employees are involved
• best-practice statements are presented for anonymous evaluation
• statistical analysis

Your Benefits

• company-wide attention for the CRM initiative
• CRM maturity of the company is registered for each specific department
• management presentation of the results and recommendations
• recommendations for action regarding the recognised weak points
• ideal preparation for the analysing and optimising of the processes and/or production of the tender documents