Ten questions for growing K-12 sales teams to see where your CRM stands.
Choose Yes or No for each. Every Yes earns 1 point.
Is your CRM managed by a dedicated administrator, rather than added to someone else's workload?
Does your CRM fit the way your team sells and the way K-12 buys, with a proper account hierarchy?
Are your contact records accurate, current, and free of duplicates?
Does every pipeline stage have a written definition and exit criteria that all reps apply the same way?
If your board or executive team asked for next quarter's forecast, could your CRM answer it in under 5 minutes?
Does leadership trust your pipeline and activity dashboards enough to run meetings from them?
Do your reps keep the CRM updated without being reminded, nudged, begged, or hounded on Slack?
Do you have a documented CRM training process that doesn't depend on someone in leadership?
Do price books, territories, forms, and user permissions get updated within one week of a change?
Does your CRM track marketing campaigns and activities well enough to show the ROI of your marketing spend?
On a scale of 1 to 10, how ready do you think your CRM is for growth?
Not scored. We'll show it next to your score.
Did taking this assessment bring a little sweat to your brow or bump up your heart rate?
That's your CRM talking. Let's fix that.
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