CRM Skills Assessment Form
Assess CRM skills, familiarity, and training needs using this polished questionnaire.
Respondent Profile
Full Name
*
First Name
Middle Name
Last Name
Job Title / Role
*
Department / Team
*
Email Address
*
example@example.com
Years of CRM Experience
*
Please Select
Less than 1 year
1-2 years
3-5 years
6-10 years
More than 10 years
CRM Skills Assessment
CRM platforms used
*
Salesforce
HubSpot
Microsoft Dynamics 365
Zoho CRM
Pipedrive
Other
Comfort with core CRM tasks
*
Rows
Not comfortable
Somewhat comfortable
Comfortable
Very comfortable
Contact management
1
2
3
4
Pipeline management
5
6
7
8
Reporting
9
10
11
12
Automation
13
14
15
16
Data entry
17
18
19
20
Follow-up workflows
21
22
23
24
Overall CRM proficiency
*
1
2
3
4
5
Training Needs and Notes
Top training priorities / skill gaps
*
Lead management
Segmentation
Reporting dashboards
Workflow automation
Data hygiene
Forecasting
Integrations
Customer communication
Other
Additional comments or context
Submit
Should be Empty: